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. …
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. …
When it comes to machine learning training, people tend to focus on the compute. …
If the profit margins are under pressure among the switch and router makers of the world, their chief financial officers can probably place a lot of the blame on Nick McKeown and his several partners throughout the years. …
Breaking into the switch market is not an easy task, whether you are talking about providing whole switches or just the chips that drive them. …
Open source software has done a lot to transform the IT industry, but perhaps more than anything else it has reminded those who architect complex systems that all elements of a datacenter have to be equally open and programmable for them to make the customizations that are necessary to run specific workloads efficiently and therefore cost effectively. …
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