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Where Cloud And AI Titans Rule The Network
As 2023 has progressed, the revenue growth projections at Arista Networks have inched up as its supply chain issues are getting resolved. …
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You Don’t Have To Wait For Ultra Ethernet To Goose AI Performance
It is always interesting to us when technologies developed in one sector of the IT market get adapted and cross-pollinate in interesting ways to solve problems in another sector of the IT market. …
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Micas Takes On Arista And The Whiteboxes In Datacenter Switching
The rise of the merchant silicon suppliers for datacenter networking and routing, which was spearheaded by Broadcom with chips and Arista Networks with switches, was not a foregone conclusion. …
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AI Means Re-Architecting The Datacenter Network
SPONSORED FEATURE: There are a lot of pressures on the datacenter network these days just to deal with expanding data and the increasing use of microservices architectures for modern applications. …
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Meta Platforms Is Determined To Make Ethernet Work For AI
We said it from the beginning: There is no way that Meta Platforms, the originator of the Open Compute Project, wanted to buy a complete supercomputer system from Nvidia in order to advance its AI research and move newer large language models and recommendation engines into production. …
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Enfabrica Nabs $125 Million To Ramp Networking Godbox
For the past decade or so, we have been convinced by quite a large number of IT suppliers that security functions, network and storage virtualization functions, and even the server virtualization hypervisor for carving up compute itself should be offloaded from servers to intermediaries somewhat illogically called data processing units, or DPUs. …
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Supply Chain Easing Creates Ethernet Switching Boom
There are a lot of things going on in the datacenter and campus interconnect markets, but one of the weirder things we observe from the most recent market data coming out of IDC about the Ethernet portion of this market is that it is like a country music record being played backwards. …
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Cornelis Unveils Ambitious Omni-Path Interconnect Roadmap
As we are fond of pointing out, when it comes to high performance, low latency InfiniBand-style networks, Nvidia is not the only choice in town and has not been since the advent of InfiniBand interconnects back in the late 1990s. …
Compute
The Interplay Of GDP, Inflation, And IT Spending
Data changes behavior and behavior changes data. It is a phenomenon that is akin to the Observer Effect in physics in that you can’t observe something without changing its behavior. …
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Crafting A DGX-Alike AI Server Out Of AMD GPUs And PCI Switches
Not everybody can afford an Nvidia DGX AI server loaded up with the latest “Hopper” H100 GPU accelerators or even one of its many clones available from the OEMs and ODMs of the world. …