Chip maker and enterprise software player Broadcom announced its financial results for the final quarter of its fiscal 2024 today, which ended on November third, and all we kept thinking about as chief executive officer Hock Tan went over the numbers was the question in the title above. …
Here we go again. Some big hyperscalers and cloud builders and their ASIC and switch suppliers are unhappy about Ethernet, and rather than wait for the IEEE to address issues, they are taking matters in their own hands to create what will ultimately become an IEEE standard that moves Ethernet forward in a direction and speed of their choosing. …
It was a fortuitous coincidence that Nvidia was already working on massively parallel GPU compute engines for doing calculations in HPC simulations and models when the machine learning tipping point happened, and similarly, it was fortunate for InfiniBand that it had the advantage of high bandwidth, low latency, and remote direct memory access across GPUs at that same moment. …
For Arista Networks, the poster-child of hyperscaler and cloud build networking that, more than any other vendor, has championed merchant silicon and Linux as the basis of a modular network operating system, 2022 was a bumper crop year. …
Variety is not only the spice of life, it is also the way to drive innovation and to mitigate risk. …
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