Tracked topic
OpenAI, Microsoft And Friends Build A Better, More Scalable Ethernet Sometimes, to solve a particular system architecture problem, you have to invent a new technology. And sometimes, you just need to squint…
…Arista has actually turned in good numbers, and it is positioned to benefit mightily from the GenAI boom, particularly as it moves from supplying scale out Ethernet fabrics to supporting the ESUN…
…I am not sure how much of the overall networking business is Ethernet stuff, InfiniBand stuff, and NVSwitch stuff – I have been modeling InfiniBand versus Ethernet since the early days of Mellanox…
…We now have a UEC spec,” Ullal continued, referring to the Ultra Ethernet Consortium 1.0 specification. “You have heard me talk about the Scale-Up Ethernet spec for ESUN where we…
…To begin with, just as CPO has been added to the Quantum-X InfiniBand and Spectrum-X Ethernet scale-out networks – specifically, to their switch ASICs – we think that it will eventually…
…The trouble is, the OSFP modules are too fat for the radix that is necessary for modern AI systems, particularly if you want to use Ethernet for scale up and scale out…
…In 1987, he founded a company called Entelechy and designed what he thinks is the first multi-port Ethernet switch, but it was not successfully commercialized. Perkins was a co-founder of…
…The AI networking opportunity is enormous, as seen in the forecast for revenues by port speed for Ethernet switching from Dell’Oro Group: The 1.6 TB/sec Ethernet wave is a…
…AMD will be using UALink over Ethernet (UALoE) to interconnect and share GPU memories across the cluster, which is essentially running Infinity Fabric over Ethernet. It is hard to say whose Ethernet…
…The third key deal is the $1.1 billion acquisition of hyperscale Ethernet switch ASIC maker Innovium in August 2021 , which has given Marvell a business that Matt Murphy told Wall Street…