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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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Pushing PCI-Express Switches And Retimers To Boost Server Bandwidth
Things would go a whole lot better for server designs if we had a two year or better still a four year moratorium on adding faster compute engines to machines. …
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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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Micas Takes On Arista And The Whiteboxes In Datacenter Switching
The rise of the merchant silicon suppliers for datacenter networking and routing, which was spearheaded by Broadcom with chips and Arista Networks with switches, was not a foregone conclusion. …
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Meta Platforms Is Determined To Make Ethernet Work For AI
We said it from the beginning: There is no way that Meta Platforms, the originator of the Open Compute Project, wanted to buy a complete supercomputer system from Nvidia in order to advance its AI research and move newer large language models and recommendation engines into production. …
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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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PCI-Express Must Match The Cadence Of Compute Engines And Networks
When system architects sit down to design their next platforms, they start by looking at a bunch of roadmaps from suppliers of CPUs, accelerators, memory, flash, network interface cards – and PCI-Express controllers and switches. …
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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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Broadcom Takes On InfiniBand With Jericho3-AI Switch Chips
Variety is not only the spice of life, it is also the way to drive innovation and to mitigate risk. …
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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. …