Attacking Interconnects And Networks Across All Scales
…To be specific, Arista Networks expects $1.5 billion of AI back end and front end network revenues for 2025. It used to just talk about back end AI network sales, but…
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NextSilicon Takes Aim At CPUs And GPUs With “Maverick-2” Dataflow Engine
…The AI Envelope May 15, 2026 Cloud HPE Throws VM Users A Lifeline, Unifying Containers And VM Management In Cloud Stack May 13, 2026 connect OpenAI, Microsoft And Friends Build A Better…
Bechtolsheim & Friends Breathe Life Into Pluggable Optics One Last Time
…But here is the money math that will have AI datacenter builders interested in the XPO modules. They can cut the size of their datacenters in half because of the increase in…
Riding The Memory Boom And Trying To Avoid The Bust
…Given this, and the long history of boom-bust cycles in the memory market, the DRAM and flash makers have very little incentive to accelerate their capacity buildouts and every incentive to…
Skyrocketing HBM Will Push Micron Through $45 Billion And Beyond
…the hyperscalers and cloud builders that are making their own XPU accelerators, and if they do not, you can rest assured that Google, Amazon Web Services, Microsoft, and Meta Platforms would be…
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