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Nintendo Switch is a hybrid game console made by Nintendo, sold as the original 2017 Switch, the OLED revision, the Switch Lite, and the 2024 Switch 2 successor; the line uses Joy-Con controllers and the Nintendo eShop.
… The group that Cisco calls Networking – which includes datacenter switching and routing, campus switching, wireless stuff, servers, and IoT gear – was the star of the quarter, with revenues up 21.1 percent to $8.29 billion. …
… Enterprise datacenter switching orders – Nexus switchery – was up by more than 40 percent, and have grown by double digits in the past seven of nine quarters. …
… As you increase the switch packet processing engine area, the ratio of the edges where you can park SerDes to talk to the outside world to the amount of packet processing goes down. Moreover, at a certain point, the cut-through latency across the switch socket gets to be too big. …
… AMD and Meta Platforms have been working with OpenAI on the “Helios” double-wide AI rack design as a counter to Nvidia’s NVL72 form factor, and Arista is one of the potential switch suppliers for the Ethernet Scale Up Network ESUN alternative to NVSwitch for memory coherent switching between XPU ac… …
… All of these component suppliers need money – lots of money – if they are to ramp up production. This is as true of established parts like storage controllers, network interface controllers, or PCI-Express or CXL switches. …
… In the case of those two deals, Nvidia is making sure Lumentum and Coherent can ramp up production of lasers used in co-packaged optics CPO components as Nvidia is adding this technology to its Quantum-X InfiniBand and Spectrum-X Ethernet scale out switches, which are used to lash GPU-accelerated s… …
… In fact, if the company can get more supplies of switch ASICs and other components, it could happen this year. …
… Looking ahead, Marvell has completed its acquisition of XConn Technologies, which is a maker of PCI-Express and CXL switches, and is preparing an Innovium-branded UALink switch with 115 Tb/sec of aggregate bandwidth we don’t know how many lanes , which will start sampling in the second half of F202… …
… Let’s talk about NVLink ports and NVSwitch memory fabric interconnects for a second. …
… 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 – but Nvidia has stopped talking specifically about how this networking business is carved up. …