The Current AI Networking Wave Will Be A Tsunami Of Money By 2027
…The service providers and neocloud group (which now includes Apple and Oracle), represented $1.8 billion in sales in 2025, up 51.3 percent. Arista ended the year with $10.74 billion…
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OpenAI, Microsoft And Friends Build A Better, More Scalable Ethernet
…It also means that when multiple jobs share the cluster, they do not impact one another’s performance.” OpenAI has run MRC on clusters at the Oracle Stargate datacenter in Abilene, Texas…
Some Game Theory On That Nvidia-Meta Platforms Partnership
…That could mean AWS, Microsoft, Google, and Oracle clouds, or it could mean the neoclouds such as CoreWeave, Crusoe, Lambda, Nebius, and others. The initial deployments will be for GB300 systems – do…
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