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
Fortinet announced plans to acquire Lacework, a Cloud-Native Application Protection Platform (CNAPP) company. For those who have kept up with the cybersecurity industry news, in April of this year, Lacework was an acquisition target by privately held Wiz. However, that deal, reportedly valued between $150-200M, never materialized. Lacework opens up… Read More »Fortinet’s Planned Acquisition of Lacework Expands its Opportunities Significantly
Retimers Needed as Distances Shrink in PCIe Gen 5 and Gen 6 SpeedsThe server market remained on Gen 3 (8 Gbps/lane) for several server design cycles, leading the market to become complacent about how quickly server bandwidth could increase inside the server and at the NIC level. The market saw… Read More »PCIe Retimers Market to Surge Driven by AI/ML Computing
Internet Services and Satellite Services will clash with Telecom Services in the coming years, causing changes to equipment demand. Hyperscalers and Satellite services companies are more vertically integrated (they make more of their own equipment) and, in the future, will deliver more services that compete with Telecom services. Our forecasts,… Read More »Telecom Disruption in Optical and RAN Showing Growing Importance
Operators Need DSP Diversity as Market Size About to Expand Significantly The DSP market is entering a significant expansion phase driven by new and expanding workloads and additional speeds and feeds. Traditionally, most data center DSPs were for switch-to-switch links inside the data center. However, with cloud providers pushing the… Read More »AI/ML and Multiple Speed Transitions Driving Need for More DSPs
This week, along with many others, we attended the RSA Conference 2024 at the Moscone Center in San Francisco. We were surprised at how few companies highlighted XDR marketing campaigns, especially compared to the activity at RSAC 2023. Unsurprisingly, Artificial Intelligence (AI) was the more prominent marketing message. We also… Read More »RSA Conference 2024: More AI, Less XDR
