Connect
Even As Bandwidth Needs Explode, Ethernet Spending Is In Recession
No one like the R word, but we don’t shy away from data and calling it like we see it. …
Arista
Connect
Greasing The Skids To Move AI From InfiniBand To Ethernet
Just about everybody, including Nvidia, thinks that in the long run, most people running most AI training and inference workloads at any appreciable scale – hundreds to millions of datacenter devices – will want a cheaper alternative for networking AI accelerators than InfiniBand. …
Compute
Mixed Results For The Datacenter Thundering Thirteen In Q4
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. …
Connect
Arista Networks Conservatively Awaits Its AI Boom
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. …
Connect
Ethernet Switching Bucks The Server Recession Trend
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. …
Compute
Datacenter Infrastructure Report Card, Q3 2023
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. …
Connect
Datacenter Networks Push Ethernet Switching To New Highs
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. …
Connect
Semiconductor Supply Woes Barely Slow Arista Networks
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. …
Cloud
The 400G Ethernet Ramp About Radix As Much As Bandwidth
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. …
Cloud
Arista Runs Barefoot With Tofino Programmable Switch Chips
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. …