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
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
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
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
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
For many, the DPU is associated with the Smart NIC and the boundary between computing and networking. Therefore it has a finite market size tied to the number of servers and appliances in the market. DPU history focused on offloading the processor with storage, basic security, and virtualization allowed the… Read More »DPU Opportunity Increases With New Market Opportunities In Ran, Security, And Enterprise Workloads
For many, the DPU is associated with the Smart NIC and the boundary between computing and networking. Therefore it has a finite market size tied to the number of servers and appliances in the market. DPU history focused on offloading the processor with storage, basic security, and virtualization allowed the… Read More »DPU Opportunity IncreaseS with New Market Opportunities in RAN, Security, and Enterprise WORKLOADs
Marvell to Add Innovium to Its Portfolio to Enhance High-End DC Switching On August 3rd, Marvell announced its planned acquisition of Innovium for $1.1B. The addition has good synergies. Innovium had several design wins in the hyperscaler segment and Marvell provides additional scale, desire to expand custom, semi-custom, and merchant… Read More »Marvell To Add Innovium To Its Portfolio To Enhance High-end Dc Switching
Marvell to Add Innovium to Its Portfolio to Enhance High-End DC Switching On August 3rd, Marvell announced its planned acquisition of Innovium for $1.1B. The addition has good synergies. Innovium had several design wins in the hyperscaler segment and Marvell provides additional scale, desire to expand custom, semi-custom, and merchant… Read More »Marvell to Add Innovium to Its Portfolio to Enhance High-End DC Switching
In the world of networking and security, intelligence and attack mitigation means little if it cannot keep pace with the speed of connection and transactions. Many questions can arise as a raft of technologies, some traditional and others new, have entered the market. There is a mix of chips that… Read More »Is Security Bandwidth Keeping Up With Network Bandwidth?
