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Data Center

Data center networking: switches, routers, Ethernet speeds, hypervisors, colocation, and the silicon powering modern data centers.

Marvell’s Five-Year Announcement with Amazon’s AWS Showcases Increased Partnerships Between Suppliers and Hyperscalers

As We Approach $100B/Hyperscaler in CAPEX, Supply Chain Will Continue to Adjust As Hyperscalers continue to push the envelope of what is technically feasible, we will see more announcements like the one earlier this month between Amazon and Marvell. The need to drive leading-edge technology at a more rapid pace… Read More »Marvell’s Five-Year Announcement with Amazon’s AWS Showcases Increased Partnerships Between Suppliers and Hyperscalers

When Thinking About AI Power Consumption, Networking is the Least of Your Problems

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

Massive June-July 2024 Announcement Slate Pushes Ethernet into Dominant Position in AI Networking

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

650 Group Launches AI Storage Infrastructure Market Report

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Dedicated AI Storage Infrastructure Market Forecast to Grow 35% CAGR INCLINE VILLAGE, Nev. – Aug. 13, 2024 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the Dedicated Artificial Intelligence (AI) Storage Infrastructure Market is expected… Read More »650 Group Launches AI Storage Infrastructure Market Report

Data Center AI Networking to Surge to Nearly $20B in 2025, According to 650 Group

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Both InfiniBand and Ethernet to Achieve Strong Growth From 2023 Levels Incline Village, Nevada – June 4, 2024 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the Data Center AI Networking market is expected to… Read More »Data Center AI Networking to Surge to Nearly $20B in 2025, According to 650 Group