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Networking chips and modules for AI data centers: Infiniband, Ultra Ethernet, Optical Connections

IEEE ComSoc

However, Ethernet is now challenging InfiniBands lock on AI networks. Fortunately for Nvidia, its Mellanox subsidiary also makes high speed Ethernet hardware modules. For example, xAI uses Nvidia Ethernet products in its record-size Colossus system. In the September quarter, those network sales grew 20%, to $3.1

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AI adoption to accelerate growth in the $215 billion Data Center market

IEEE ComSoc

Market Overview: Data Centers are a $215bn global market that grew 18% annually between 2018-2023. BofA ‘ s US Semis analyst, Vivek Arya, forecasts the AI chip market to reach ~$200bn in 2027 , up from $44bn in 2023. See Network Equipment market below. Typically, each rack would have a networking switch.

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The Cisco #WLPC12 Slide That Overloaded My Brain

Wirednot

It’s just another marketing slide in the grand scheme, yet it kinda spun my mind out. And a couple of 10 Gig Ethernet ports. But I still gotta buy the whole hardware platter just to get the specific enchiladas I want, yes? Ethernet is Ethernet, routing is routing, blah blah blah. There it is. Watch them.

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Cloud Hosting- A Deep Dive into a Rapidly Growing Market

IEEE ComSoc

By Paribhasha Tiwari, Market Analyst and Content Curator What is Cloud Hosting? As digital transformation continues to accelerate across the globe, the Cloud Hosting Market is emerging as a key enabler of business agility, scalability, and innovation.

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T-Metro 8104

TELCO

It combines a high-density, standalone, and SLA-enabling Carrier Ethernet platform with a powerful switching capacity of up to 1.2Tb. The innovative T-Metro 8104 is built from the ground up to be a leading adaptable and dependable aggregation platform in the Telecom market. The T-Metro 8104 offers next-generation capabilities.

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Cisco to lay off more than 4,000 as it shifts focus to AI and Cybersecurity

IEEE ComSoc

On premises data centers (which use Cisco Ethernet switches) are not growing. It’s the third consecutive quarter in which the year-over-year growth rate was 20% or more, with generative AI being one of the factors behind the market acceleration. It’s now nearing $80 billion per quarter. billion to $79.1

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HPE-Juniper combo + Cisco restructuring create enterprise network uncertainty

IEEE ComSoc

Hewlett Packard Enterprise’s (HPE) pending acquisition of Juniper Networks and Cisco’s recent corporate restructuring (which de-emphasizes legacy networking products like access/core routers and Ethernet switches) is putting enterprise networking customers in a holding pattern.

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