Everybody expected that Intel was going to turn in a pretty bad final quarter in 2022, and even before it posted its numbers yesterday after the market closed, there were plenty of signals that it was going to be worse. …
It would be very difficult indeed to find a better general manager for Intel’s newly constituted Network and Edge Group networking business than Nick McKeown, and Pat Gelsinger, the chief executive officer charged with turning around Intel’s foundries and its chip design business, is lucky that Intel was on an acquisitive bend in the wake of its rumored failed attempt to buy Mellanox and Nvidia’s successful purchase of Mellanox a few months later. …
At some point, Moore’s Law increases in performance are going to hit a wall when it comes to datacenter networks. …
Stanford University doesn’t own software defined networking. But it sure does feel that way some days. …
In the past five years or so, we have had a remarkably good – and predictable – run of increases in aggregate switching bandwidth out of the major ASIC suppliers, and it has been a boon that underpins the massive expansion in datacenters among the hyperscalers. …
The handwriting has been on the wall for some time now, but Intel has quietly dropped its 200 Gb/sec Omni-Path networking from its roadmaps and will be using other technology for interconnects going forward. …
In one fell swoop, Intel has finally filled a giant hole in its switching product line by acquiring upstart Barefoot Networks, the creator of the P4 programming language for networking devices and the “Tofino” family of Ethernet switch ASICs that make use of it. …
Barefoot Networks is on a mission, and it is a simple one: To give datacenter switches the same kind of openness and programmability that X86 servers have enjoyed for decades in the datacenter. …
The incumbent switch makers of the world could learn a thing or two from the server racket. …
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. …
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