Blog

Supply Change Shortages – Disaggregated Routing and Fixed Building Blocks Better Suited for 2022

During the summer of 2021, there was optimism that the worst supply chain shortages were behind us, and vendors’ stockpiles of components and chips would be enough to work through the remaining issues.  Instead, early October 2021 saw a worsening of component shortages.  Some vendors saw component cancellations, and we… Read More »Supply Change Shortages – Disaggregated Routing and Fixed Building Blocks Better Suited for 2022

CRIBL CO-FOUNDER DISCUSSES OBSERVABILITY TRENDS (PART 2)

This blog post is the second and final part of article that about an interview we had with Dritan Bitincka, co-founder of Cribl, an Observability Infrastructure vendor.  The interview proceeded on three different tracks: (a) Mr. Bitincka’s Journey to Cribl, and (b) Industry Changes, and (c) The Future of Observability and… Read More »CRIBL CO-FOUNDER DISCUSSES OBSERVABILITY TRENDS (PART 2)

Nokia Highlights its RAN, Cloud and Broadband Progress

Nokia’s Global Analyst Forum this week highlighted two main trends.  First, the company says it has caught up to rivals in its 5G radio development.  Furthermore, the company expects its wireless systems to become increasingly technologically differentiated from competitors.  Second, the company emphasizes its message that it is the “green… Read More »Nokia Highlights its RAN, Cloud and Broadband Progress

Cribl Co-Founder Discusses Observability Trends (Part 1)

Recently, we had the opportunity to speak with Dritan Bitincka, co-founder of Cribl, an Observability Infrastructure vendor.  All three of Cribl’s co-founders were employees at Splunk, a leading observability vendor.  It was exciting to hear how Dritan’s experience with Splunk led him and his co-founders to seek a new place… Read More »Cribl Co-Founder Discusses Observability Trends (Part 1)

Mavenir Hightlights is RAN Progress at its Analyst Meeting

Mavenir held its annual analyst event this week and highlighted some important information highlighting its progress in transitioning to a maturing ecosystem player in the telecom equipment industry.  The company highlighted its recent Koch Brothers $500M investment; existing investors include Intel/Nvidia and Siris Capital, who remain majority equity holders.  The… Read More »Mavenir Hightlights is RAN Progress at its Analyst Meeting

#OCP SUmmit — 200 Gbps to Drive Significant Volumes in 2022

200 Gbps Active Electrical Cable (AEC) to Play Key Role in Current and Next Generation Server Connectivity Server bandwidth continues to explode.  Led by a confluence of next-generation processors, lower process geometry, better software, and the push toward AI, the market is seeing a rapid transition to 50 Gbps, 100 Gbps,… Read More »#OCP SUmmit — 200 Gbps to Drive Significant Volumes in 2022

It’s Time to Talk About Programmable and Accelerated Switching

The market is ready for a new classification of Switching in the Data Center Historically, the portion of the Ethernet switch market geared toward programmability was limited to high-frequency trading (HFT) and some niche Telco use cases. For HFT, Arista and Cisco used a combination of ultra-low latency ASICs and… Read More »It’s Time to Talk About Programmable and Accelerated Switching

Best Laid Plans and Confidence Over the Summer Still Leading to Supply Chain Shortages in 4Q21

Our supply chain checks across the technology and cloud sector continue to turn pessimistic during the early days of October. As a result, orders for semiconductors that were thought to be secured and guaranteed are being cut.  The implications are clear that most segments we track are in for several… Read More »Best Laid Plans and Confidence Over the Summer Still Leading to Supply Chain Shortages in 4Q21

Cribl’s Fall Release Hints At Why It Just Closed a Monster Financing Round

When Cribl announced its monster $200M financing round, we wondered what is coming next for the observability infrastructure company.  The company has revealed some of what got investors excited in its fall release (Version 3.2.0) announcements.  We think the two most important elements of the fall release announcements include is… Read More »Cribl’s Fall Release Hints At Why It Just Closed a Monster Financing Round

The 800 Gbps Routing Port and 112 Gbps SERDES Technology Generation is Here

Nokia Unleashed Next-Gen Routing with FP5 ASIC On September 21st, Nokia launched the company’s fifth-generation IP routing silicon (FP5).  Along with support for 800 Gbps routing ports, the company also announced new Fixed form factors, which are becoming popular as Routing supports new uses cases around supporting more distributed IP… Read More »The 800 Gbps Routing Port and 112 Gbps SERDES Technology Generation is Here