Blog
Massive June-July 2024 Announcement Slate Pushes Ethernet into Dominant Position in AI Networking
Arista, Broadcom, Cisco, DriveNets and NVIDIA All Message the Growing Importance of Ethernet Products The past two months were busy for AI Ethernet Providers, with announcements showcasing new products and providing historical revenue growth forecasts. Overall, the announcements highlight the long-term growth of AI Networking into a $30+B market by… Read More »Blog
Interconnect Needs for LLM Inference to Drive Networking Bandwidth
Customers Will Demand Near Real Time Performance When Using LLMs There is a lot of confusion around Inference and LLMs and their impact on networking. Users expect real-time answers similar to what they get using search platforms. However, LLMs do not produce results in the same way as search platforms… Read More »Blog
51.2 Tbps to Drive Record-Setting 800 Gbps Volume in 2H’24 and 2025
Data Center Upgrade from 400 Gbps to 800 Gbps and AI/ML to Drive Surge in Demand For the past five years, the most popular switch in Cloud data centers was 12.8 Tbps (32 ports of 400 Gbps). Most Hyperscalers and Tier 2 Cloud customers enjoyed the switch’s flexibility as a… Read More »Blog
Nokia’s Bid To Acquire Infinera May Drive Further Industry Changes
On June 27, Nokia announced plans to acquire Optical Transport rival Infinera. The indicative bid was for $2.3B, representing a 37% premium to a six-month volume-weighted price. Additionally, Nokia plans to spin off its Submarine Networks business (which even today uses the historically French-domiciled Alcatel in its name) to a… Read More »Blog
RDMA Networks Are a Key Enabler to AI/ML Deployments
RDMA Networking Market to Exceed $22B by 2028 The build-out of Artificial Intelligence / Machine Learning (AI/ML) data centers is increasing capital intensity and changing how all customers build data centers. Networking for back-end and front-end networks plays a crucial role in maximizing the capabilities of these new data centers.… Read More »Blog
HPE Discover Atmosphere 2024: AI Networking Emerges
We attended primarily the Atmosphere Track of the Discover partner conference in Las Vegas, where HPE Aruba Networking announced significant new developments. Among the new technology announcements were Private 5G radios, Observability-related integrations, IoT Gateway enhancements, and SASE. Of course, we attended HPE CEO Antonio Neri’s keynote at the Las… Read More »Blog