Blog
AI/ML to Drive Significant Networking Bandwidth Growth in 2H23 and into 2024
112 Gbps SERDES and 800G to the Server to Help Propel AI/ML Growth During DesignCon 2023, many demos highlighted the 800G ecosystem. Specifically, 112G SERDES-based products will help drive 800G and higher links to the server. Our forecasts in servers indicate that most unit growth over the next five years… Read More »Blog
Zscaler Expands Services With Plans to Acquire Canonic
Zscaler just beefed up its offering by announcing plans to acquire Canonic, a security company that enhances the acquirer’s CASB and SSPM offerings. With the Canonic offering, Zscaler will be able to address an emerging security threat that companies experience – third-party applications and browser extensions that connect to corporate… Read More »Blog
Extreme Enhances its “ExtremeCloud” SD-WAN Platform
Integrated Network Fabric Helps Drive Single-Pane of Glass Management and Security to the Edge Today, Extreme announced that it had integrated the company’s network fabric capabilities into its ExtremeCloud SD-WAN platform. Extreme continues integrating and innovating on its Ipanema acquisition and internal efforts to grow its addressable market in the… Read More »Blog
What Do Recent Tech Layoffs and 2023 Hyperscaler CAPEX Have in Common?
Tech Layoffs to Precede Massive AI Arms Race at the Hyperscalers There will be significant changes to Cloud CAPEX as we look throughout 2023. The rapid and considerable news around tech layoffs gives us meaningful insight into the changes as we head into earnings season for the Hyperscalers (Amazon, Apple,… Read More »Blog
Marvell is Growing Robustly in its Four Core Markets – Highlights Gains During Industry Analyst Day
Data Center – $2.5B annualized run rate Driven by DPUs, Inphi, and Innovium acquisitions, Marvell has grown robustly in data center, geared towards the Cloud. Marvell is well positioned to the higher growth portions in the data center. Our research indicates Cloud CAPEX will prioritize AI/ML and DCI in 2023.… Read More »Blog
Enterprises and Service Providers Need To Be Discussing the Energy Efficiency and Cost Savings of Implementing a DPU
OPEX and CAPEX Savings Make Adopting DPUs Compelling Design decisions are significantly different for enterprise and SP customers compared to two years ago. Electricity costs have increased considerably, and specific data center locations are power constrained. Increased inflation pressures CAPEX as many components will not return to pre-pandemic pricing. On… Read More »Blog