Blog
Networking is the Key to Unlocking GPU/XPU Diversity
Customers Deploying Multiple Generations of GPUs Benefit from Ethernet Fabrics IntroductionThe AI data center market is at an inflection point. Hyperscalers and large enterprises are scaling massively to support AI workloads. Still, as they build towards a world of multiple GPUs/XPUs per supplier and numerous suppliers, they realize that they… Read More »Blog
SpaceX Acquisition of xAI Drives AI Capex
Yesterday, news came out that two Elon Musk-led companies, SpaceX and xAI were merging. We conduct research across many aspects of the now-combined company and believe the combination makes it much more likely that the xAI part will receive continued, robust funding to build numerous data centers in the future.… Read More »Blog
The Hidden Economics of AI Infrastructure: Why Network Disaggregation Matters More Than Ever
IntroductionThe AI expansion phase is in full swing, with companies pouring hundreds of billions into GPU clusters. While the spotlight stays on compute, many business models are forming in the network layer from fully integrated and pre-validated designs, to best-of-breed DIY, to everything in between. As AI models explode in… Read More »Blog
Navigating the Explosion in Data Center Networking Demand
The Booming Data Center Networking Market: Massive Opportunities for Incumbents and Startups IntroductionAs we kick off 2026, the data center networking landscape is more important than ever, propelled by AI and new sovereign/Neoclouds forming. Rack-scale is the new unit of compute and that is driving scale-out and scale-up as the… Read More »Blog
In the AI Era, Ethernet Set to Surge in Scale-Out and Ramp in Scale-Up
How Ethernet is Poised to Expand in the Entire AI Networking Landscape IntroductionIn the rapidly evolving world of AI infrastructure, the debate between scale-up and scale-out architectures has shaped market dynamics. As we enter 2026, Ethernet’s trajectory suggests it will surge in Scale-Out and move from proof-of-concept to production in… Read More »Blog
Taiwan Trade Deal Featuring More TSMC Chip Plants in the US is a Big Deal
New FABs Were Needed to Keep Pace with the AI Boom TSMC’s Arizona expansion is gaining momentum, with recent reports indicating a significant ramp-up tied to evolving U.S.-Taiwan trade discussions. The chip giant has already brought its first fab online in late 2024, with a second facility accelerated for 3nm… Read More »Blog
