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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. …
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Cisco Starts To See Signs Of Datacenter Spending Recovery
If you look at the financial results for Cisco Systems over more than a decade, it is hard to tell one year from the other. …
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How Long Until The ODMs Take Over Ethernet Switching?
For more than a year now, we have been talking about how investments in AI servers have put a damper on budgets for servers used to support other corporate applications. …
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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. …
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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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Ethernet Switching Still Booming As Routing Soldiers On
If the datacenter is the computer – and it certainly is for hundreds of companies comprising somewhere well north of half of server sales worldwide – then the Ethernet fabric, consisting of switches and routers, is the backplane of that computer. …
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A Bumper Crop Of Ethernet Switches Harvested In Q4
With each passing year, the phrase “The network is the computer,” coined in 1984 by John Gage, director of research and co-founder of Sun Microsystems, becomes more and more true. …
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Ethernet Doesn’t Defy The Recession, It Denies It
If there is a recession underway – and we are not convinced that there is even a little bit – then the Ethernet switch market did not get the memo. …
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Hyperscalers And Clouds Switch Up To High Bandwidth Ethernet
The hunger for more compute and storage capacity and for more bandwidth to shuffle and shuttle ever-increasing amounts of data is not insatiable among the hyperscalers and large cloud builders of the world. …
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The Faster The Switch, The Cheaper Bit Flits
It may have taken a while for the transition to 200 Gb/sec and 400 Gb/sec networking to take off in the datacenter, but this higher gear to switching is finally kicking in and delivering unprecedented bang for the buck in networks, and in fairly short order at least compared to sluggish pace that 100 Gb/sec Ethernet took getting into the datacenter. …