The original design manufacturers, or ODMs, as well as the portions of the original equipment manufacturers, or OEMs, that act like ODMs in that they create custom machines for hyperscalers and cloud builders and sell that at high volume and low margin, have long since taken over the server market. …
No one like the R word, but we don’t shy away from data and calling it like we see it. …
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. …
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. …
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. …
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. …
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. …
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. …
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. …
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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