Usually, Telecom and wireless RAN are the main topics for the MWC-Las Vegas show, but at this year’s show, what caught our eye was indoor cellular, satellite, and data center networking. It was surprising that telecom heavyweights like Ericsson, Nokia, Samsung, and Cisco did not attend. But we love going… Read More »MWC Las Vegas Themes: Indoor Cellular, Satellite and Data Center
This week, we attended Cisco’s Packet Optical Networking Conference 2024 (PONC 2024). The conference was mainly for partners and customers, and new products and architectures were the main discussion topics. A year ago, we concluded that Cisco’s Routed Optical Networks (RON) vision, where routers and pluggable coherent modules operate together… Read More »Cisco Packet Optical Networking Conference 2024 – Another Step Forward
Nokia held its annual Fixed Networks Analyst meeting this week, and we were impressed with the company’s progress. While the company explained that the BEAD program has slipped an estimated 6-9 months, it shared that its pipeline of deals remains healthy. The company characterized that BEAD will go through its… Read More »Nokia Broadband Strategy Rapidly Adapting to Changes
Taking Networking Power Consumption to Zero Won’t Allow You to Get More AI Into Your Data Centers With the emergence of AI/ML workloads, there is an industry-wide sense of urgency and panic about how we will power all these new servers. As such, there is tremendous pressure on all equipment… Read More »When Thinking About AI Power Consumption, Networking is the Least of Your Problems
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 »Massive June-July 2024 Announcement Slate Pushes Ethernet into Dominant Position in AI Networking
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 »Interconnect Needs for LLM Inference to Drive Networking Bandwidth
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 »51.2 Tbps to Drive Record-Setting 800 Gbps Volume in 2H’24 and 2025
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 »Nokia’s Bid To Acquire Infinera May Drive Further Industry Changes
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 »RDMA Networks Are a Key Enabler to AI/ML Deployments
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 »HPE Discover Atmosphere 2024: AI Networking Emerges
