Connect Archives - The Next Platform https://www.nextplatform.com/category/connect/ In-depth coverage of high-end computing at large enterprises, supercomputing centers, hyperscale data centers, and public clouds. Wed, 19 Feb 2025 21:45:05 +0000 en-US hourly 1 https://wordpress.org/?v=6.7.1 https://www.nextplatform.com/wp-content/uploads/2015/04/cropped-PlatformStack-150x150.jpg Connect Archives - The Next Platform https://www.nextplatform.com/category/connect/ 32 32 86113652 Arista Can Ride AI Up Past $10 Billion In 2026 https://www.nextplatform.com/2025/02/19/arista-can-ride-ai-up-past-10-billion-in-2026/ https://www.nextplatform.com/2025/02/19/arista-can-ride-ai-up-past-10-billion-in-2026/#respond Wed, 19 Feb 2025 21:37:14 +0000 https://www.nextplatform.com/?p=145327 In many ways, Arista Networks still behaves like a startup even though it was founded twenty years ago, rollout out its first products a little more than a decade and a half ago, went public a decade ago, and now as over 10,000 customers and over 100 million Ethernet ports sold that generated a cumulative $32 billion in revenues for hardware, software, and support. …

Arista Can Ride AI Up Past $10 Billion In 2026 was written by Timothy Prickett Morgan at The Next Platform.

]]> https://www.nextplatform.com/2025/02/19/arista-can-ride-ai-up-past-10-billion-in-2026/feed/ 0 145327 Cisco Is The Bellwether Of Enterprise AI Adoption https://www.nextplatform.com/2025/02/12/cisco-is-the-bellwether-of-enterprise-ai-adoption/ https://www.nextplatform.com/2025/02/12/cisco-is-the-bellwether-of-enterprise-ai-adoption/#respond Thu, 13 Feb 2025 04:04:44 +0000 https://www.nextplatform.com/?p=145306 While the hyperscalers and big cloud builders all are racing as fast as they can to build the biggest – and presumably the best – models, or collections of models, to win the AI race and become the Microsoft or Red Hat of commercial-grade models, the acquisition of AI hardware and envelope pushing on AI model architecture is not indicative of the adoption of AI by enterprises. …

Cisco Is The Bellwether Of Enterprise AI Adoption was written by Timothy Prickett Morgan at The Next Platform.

]]> https://www.nextplatform.com/2025/02/12/cisco-is-the-bellwether-of-enterprise-ai-adoption/feed/ 0 145306 Cisco Cuts Network Costs By Welding Nexus Switch To AMD DPU https://www.nextplatform.com/2025/02/11/cisco-cuts-network-costs-by-welding-nexus-switch-to-amd-dpu/ https://www.nextplatform.com/2025/02/11/cisco-cuts-network-costs-by-welding-nexus-switch-to-amd-dpu/#respond Tue, 11 Feb 2025 21:31:06 +0000 https://www.nextplatform.com/?p=145287 There are two ways to make a programmable switch that can run network applications and accelerate certain network functions. …

Cisco Cuts Network Costs By Welding Nexus Switch To AMD DPU was written by Timothy Prickett Morgan at The Next Platform.

]]> https://www.nextplatform.com/2025/02/11/cisco-cuts-network-costs-by-welding-nexus-switch-to-amd-dpu/feed/ 0 145287 Intel Datacenter Chief Departs To Run Nokia – Now What? https://www.nextplatform.com/2025/02/10/intel-datacenter-chief-departs-to-run-nokia-now-what/ https://www.nextplatform.com/2025/02/10/intel-datacenter-chief-departs-to-run-nokia-now-what/#comments Mon, 10 Feb 2025 16:42:05 +0000 https://www.nextplatform.com/?p=145285 After only a little more than a year of running Intel’s Data Center and AI group – which is probably about as much fun right now as falling down the stairs – Justin Hotard has departed the chip maker to become the next chief executive officer of Nokia, which interestingly enough has a renewed interest in building cloud networks and making money at that. …

Intel Datacenter Chief Departs To Run Nokia – Now What? was written by Timothy Prickett Morgan at The Next Platform.

]]> https://www.nextplatform.com/2025/02/10/intel-datacenter-chief-departs-to-run-nokia-now-what/feed/ 3 145285 The Coming Age Of The Internet Of Agents https://www.nextplatform.com/2025/01/28/the-coming-age-of-the-internet-of-agents/ https://www.nextplatform.com/2025/01/28/the-coming-age-of-the-internet-of-agents/#comments Tue, 28 Jan 2025 14:19:34 +0000 https://www.nextplatform.com/?p=145227 Almost a year ago, executives, researchers, and developers within the Outshift group of Cisco Systems – an incubation unit focused on such advanced technologies as AI and quantum computing – began batting about the idea of a network infrastructure connecting vast numbers of AI agents from multiple vendors or organizations, allowing those AI agents to automatically communicate, work together, and solve complex problems for enterprises. …

The Coming Age Of The Internet Of Agents was written by Jeffrey Burt at The Next Platform.

]]> https://www.nextplatform.com/2025/01/28/the-coming-age-of-the-internet-of-agents/feed/ 1 145227 Ethernet Switching Still In Recession Thanks To AI Shift https://www.nextplatform.com/2025/01/06/ethernet-switching-still-in-recession-thanks-to-ai-shift/ https://www.nextplatform.com/2025/01/06/ethernet-switching-still-in-recession-thanks-to-ai-shift/#respond Mon, 06 Jan 2025 21:37:33 +0000 https://www.nextplatform.com/?p=145163 The original design manufacturers, or ODMs, as well as the portions of the original equipment manufacturers, or OEMs, that act like ODMs in that they create custom machines for hyperscalers and cloud builders and sell that at high volume and low margin, have long since taken over the server market. …

Ethernet Switching Still In Recession Thanks To AI Shift was written by Timothy Prickett Morgan at The Next Platform.

]]> https://www.nextplatform.com/2025/01/06/ethernet-switching-still-in-recession-thanks-to-ai-shift/feed/ 0 145163 How Long Before Broadcom Makes More AI Compute Engines Than Nvidia? https://www.nextplatform.com/2024/12/13/how-long-before-broadcom-makes-more-ai-compute-engines-than-nvidia/ https://www.nextplatform.com/2024/12/13/how-long-before-broadcom-makes-more-ai-compute-engines-than-nvidia/#comments Fri, 13 Dec 2024 05:28:23 +0000 https://www.nextplatform.com/?p=145130 Chip maker and enterprise software player Broadcom announced its financial results for the final quarter of its fiscal 2024 today, which ended on November third, and all we kept thinking about as chief executive officer Hock Tan went over the numbers was the question in the title above. …

How Long Before Broadcom Makes More AI Compute Engines Than Nvidia? was written by Timothy Prickett Morgan at The Next Platform.

]]> https://www.nextplatform.com/2024/12/13/how-long-before-broadcom-makes-more-ai-compute-engines-than-nvidia/feed/ 4 145130 Nvidia, AMD, And Intel Help Stuff The Coffers At Ayar Labs https://www.nextplatform.com/2024/12/11/nvidia-amd-and-intel-help-stuff-the-coffers-at-ayar-labs/ https://www.nextplatform.com/2024/12/11/nvidia-amd-and-intel-help-stuff-the-coffers-at-ayar-labs/#comments Wed, 11 Dec 2024 21:07:05 +0000 https://www.nextplatform.com/?p=145125 Everybody wants to get rich in AI these days, and if you can’t do it by investing in the compute engine makers or the hyperscalers and cloud builders, then the next best thing to put your money into is probably some form of optical I/O. …

Nvidia, AMD, And Intel Help Stuff The Coffers At Ayar Labs was written by Timothy Prickett Morgan at The Next Platform.

]]> https://www.nextplatform.com/2024/12/11/nvidia-amd-and-intel-help-stuff-the-coffers-at-ayar-labs/feed/ 1 145125 Eviden Mainstreams BXI Interconnect Thanks To Ultra Ethernet And AI Boom https://www.nextplatform.com/2024/12/10/eviden-mainstreams-bxi-interconnect-thanks-to-ultra-ethernet-and-ai-boom/ https://www.nextplatform.com/2024/12/10/eviden-mainstreams-bxi-interconnect-thanks-to-ultra-ethernet-and-ai-boom/#comments Tue, 10 Dec 2024 20:04:13 +0000 https://www.nextplatform.com/?p=145117 Supercomputer interconnects have not been this exciting in a long time, but the confluence of forces have come together to put high speed, low latency networks at the forefront of systems architecture. …

Eviden Mainstreams BXI Interconnect Thanks To Ultra Ethernet And AI Boom was written by Timothy Prickett Morgan at The Next Platform.

]]> https://www.nextplatform.com/2024/12/10/eviden-mainstreams-bxi-interconnect-thanks-to-ultra-ethernet-and-ai-boom/feed/ 7 145117 Marvell Pivots To AI Silicon, Looks Poised To Profit https://www.nextplatform.com/2024/12/04/marvell-pivots-to-ai-silicon-looks-poised-to-profit/ https://www.nextplatform.com/2024/12/04/marvell-pivots-to-ai-silicon-looks-poised-to-profit/#comments Wed, 04 Dec 2024 18:39:21 +0000 https://www.nextplatform.com/?p=145091 It is hard to bet against the GenAI boom, and thus far it is also hard for anyone other than Nvidia to profit from it. …

Marvell Pivots To AI Silicon, Looks Poised To Profit was written by Timothy Prickett Morgan at The Next Platform.

]]> https://www.nextplatform.com/2024/12/04/marvell-pivots-to-ai-silicon-looks-poised-to-profit/feed/ 1 145091