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. …
For most of the history of high performance computing, a supercomputer was a freestanding, isolated machine that was designed to run some simulation or model and the only link it needed to the outside world was a relatively small one to show some visualization. …
The third quarter earnings season starts this week for the hyperscaler and cloud giants, and it is fortuitous that the economists and IT analysts at Gartner have updated their forecast for IT spending for 2024 and added an jaw-dropping forecast for 2025 and hinted at a brave new world of massive datacenter spending out to 2028. …
No one like the R word, but we don’t shy away from data and calling it like we see it. …
A rising tide may lift all boats, and that is a good thing these days with any company that has an AI oar in the water. …
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. …
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. …
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. …
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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