Having just returned from MWC 26 in Barcelona, I stopped by the Arrcus booth and learned about the Arrcus Inference Network Fabric (AINF) that the company announced right before the show. The company describes AINF as the first AI Inference Network Fabric. It is positioned as a carrier-grade, 5G-ready fabric… Read More »Arrcus Highlights its AI-Focused AINF at MWC 26
Faster XPU/GPU Cycles Require a Wider Range of Networking Products at a Faster Cadence Introduction: The Surging AI Networking OpportunityThe AI data center networking market stands at an inflection point. This market is expanding toward $200B in the coming years, with Ethernet positioned to claim the largest share of this… Read More »Networking, Power Efficiency, and Flexible Architectures Drive Lower Costs In AI Data Center Networks
I attended the upbeat Fortinet Accelerate 2026 in Las Vegas on Tuesday. As part of the show, the company made two key announcements: FortiOS 8.0 and FortiSOC. Fortinet introduced FortiOS 8.0, which expands the Security Fabric with Secure AI Controls for visibility into shadow AI and AI-aware application controls, Fabric-Based… Read More »Fortinet Accelerate 26 Event Highlights AI Readiness
New Business Models Emerge IntroductionThe data center networking landscape is more important than ever, propelled by the growth of AI and the formation of new sovereign/Neoclouds. Rack-scale is the new unit of compute, and that is driving scale-out, scale-up, and scale-across as the next areas of growth in the market.… Read More »Navigating the Explosion in Data Center Networking Demand
Why Networking Scale Matters for AI’s Next Phase Introduction:The AI infrastructure boom shows no signs of slowing. Hyperscalers, neoclouds, sovereign clouds, and enterprises are pouring hundreds of billions into GPU and XPU clusters to fuel ever-larger models. Amazon’s CAPEX guide was $200B for 2026, and a slew of fresh capital… Read More »The Widening Chasm: XPU Data Hunger Outpaces Network Infrastructure
Customers Deploying Multiple Generations of GPUs Benefit from Ethernet Fabrics IntroductionThe AI data center market is at an inflection point. Hyperscalers and large enterprises are scaling massively to support AI workloads. Still, as they build towards a world of multiple GPUs/XPUs per supplier and numerous suppliers, they realize that they… Read More »Networking is the Key to Unlocking GPU/XPU Diversity
Yesterday, news came out that two Elon Musk-led companies, SpaceX and xAI were merging. We conduct research across many aspects of the now-combined company and believe the combination makes it much more likely that the xAI part will receive continued, robust funding to build numerous data centers in the future.… Read More »SpaceX Acquisition of xAI Drives AI Capex
IntroductionThe AI expansion phase is in full swing, with companies pouring hundreds of billions into GPU clusters. While the spotlight stays on compute, many business models are forming in the network layer from fully integrated and pre-validated designs, to best-of-breed DIY, to everything in between. As AI models explode in… Read More »The Hidden Economics of AI Infrastructure: Why Network Disaggregation Matters More Than Ever
The Booming Data Center Networking Market: Massive Opportunities for Incumbents and Startups IntroductionAs we kick off 2026, the data center networking landscape is more important than ever, propelled by AI and new sovereign/Neoclouds forming. Rack-scale is the new unit of compute and that is driving scale-out and scale-up as the… Read More »Navigating the Explosion in Data Center Networking Demand
How Ethernet is Poised to Expand in the Entire AI Networking Landscape IntroductionIn the rapidly evolving world of AI infrastructure, the debate between scale-up and scale-out architectures has shaped market dynamics. As we enter 2026, Ethernet’s trajectory suggests it will surge in Scale-Out and move from proof-of-concept to production in… Read More »In the AI Era, Ethernet Set to Surge in Scale-Out and Ramp in Scale-Up
