Jun 2, 2024 · Nvidia will also kick out a higher radix Spectrum-X800 Ethernet switch in 2025, perhaps with six ASICs in the box to create a non-blocking architecture as has been commonly done with other switches to double up the aggregate bandwidth and therefore doubling up either the bandwidth per port or the number of ports in a switch.. In 2026, we see the “Rubin” R100 GPU, which was formerly called ...

When we first started The Next Platform a decade ago, there was not really much of a reason to cover the company’s datacenter efforts. But, we are a hopeful people here at what was originally called The Platform, and from the get-go we knew that the market needed competition for …

May 30, 2024 · The generative AI revolution is making strange bedfellows, as revolutions and emerging monopolies that capitalize on them, often do. The Ultra Ethernet Consortium was formed in July 2023 to take on Nvidia’s InfiniBand high performance interconnect, which has quickly and quite profitably become the de facto standard …

Oct 29, 2024 · No matter how elegant and clever the design is for a compute engine, the difficulty and cost of moving existing – and sometimes very old – code from the device it currently runs on to that new compute engine is a very big barrier to adoption.

Aug 19, 2024 · It’s cheaper than acquiring Supermicro. . . . and probably with the same level of system engineers. Here is the situation as Norrod explains it to us, and we are giving you the full quote so you understand the case that AMD is making for spending $4.9 billion for ZT Systems, which works out to $4.45 million per system engineer.

Oct 31, 2024 · The minute that search engine giant Google wanted to be a cloud, and the several years later that Google realized that companies were not ready to buy full-on platform services that masked the underlying hardware but wanted lower level infrastructure services that gave them more optionality as well as more responsibility, it was inevitable that Google Cloud would have to buy compute engines ...

Oct 1, 2024 · No one like the R word, but we don’t shy away from data and calling it like we see it. And from what we can see from the most recent market research coming out of IDC, the Ethernet switch market has been in recession for two quarters now and very close to three.

Nov 11, 2024 · Sponsored Feature Arm is starting to fulfill its promise of transforming the nature of compute in the datacenter, and it is getting some big help from traditional chip makers as well as the hyperscalers and cloud builders that have massive computing requirements and who also need to drive efficiency up and costs down each and every year.. To do this, nearly all of the hyperscalers and cloud ...

Nov 26, 2024 · Let’s start with networking instead of compute, which would be our natural inclination. With alternative InfiniBand and commercial-grade Ethernet firmly established at 400 Gb/sec speeds and moving on up to 800 Gb/sec speeds, the first generation “Rosetta” Slingshot switch ASIC and “Cassini” Slingshot network interface ASIC were both looking a little long in the tooth at the 200 Gb ...

Dec 13, 2024 · Tan said on the call that VMware sold licenses covering 21 million cores in the quarter, up from 18.5 million cores in Q3 F2024. The annualized booking value for VMware was $2.7 billion, and we estimate that VMware brought in $3.91 billion in sales and $2.57 billion in operating income.