We have been tracking the financial results for the big players in the datacenter that are public companies for three and a half decades, but starting last year we started dicing and slicing the numbers for the largest IT suppliers for stuff that goes into datacenters so we can give you a better sense what is and what is not happening out there. …
As a founding member of the Ultra Ethernet Consortium, which has the express purpose of making Ethernet as good for AI and HPC clusters as InfiniBand but with the scalability and familiarity of Ethernet, Arista Networks wants to benefit mightily from the AI wave that is coming to enterprise datacenters the world over. …
You might be thinking that with all of the investment in AI systems these days that the boom in InfiniBand interconnect sales would be eating into sales of high-end Ethernet interconnects in the datacenter. …
It is hard to keep a model of datacenter infrastructure spending in your head at the same time you want to look at trends in cloud and on-premises spending as well as keep score among the key IT suppliers to figure out who is winning and who is losing. …
The switching market has its ups and downs depending on the upgrade cycle for server processors and the nature of the economy at any given time. …
Anyone building any kind of system that employs any kind of chippery – which means any device today excepting maybe an old-school hammer or screwdriver – is suffering from the vicissitudes and capriciousness of semiconductor supplies. …
The appetite for network bandwidth is insatiable, as is that of compute and storage, but our enthusiasm to acquire larger and larger chunks of all of these things is curtailed significantly by cost. …
If Andy Bechtolsheim, the chief technology officer at datacenter switching upstart Arista Networks, wanted to design ASICs to try to take a bigger piece of the switch pie – or more precisely, thought that this was a good idea at all – rest assured, Arista would be spending money engineering its own chips and fighting for capacity at the four remaining foundries that have advanced processes. …
The best way to make a wave is to make a big splash, which is something that Andy Bechtolsheim, perhaps the most famous serial entrepreneur in IT infrastructure, is very good at doing. …
Processing for server compute has gotten more general purpose for the past two decades and is seeing resurgence in built-for-purpose chips. …
All Content Copyright The Next Platform