Category
Network
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While everyone Counts GPUs – Is The Scarce Part of AI Networks the Laser?
Marvell’s $115bn bid for Lumentum looks like a chip-industry merger, but it exposes a hidden supply bottleneck for AI data centres. With laser capacity sold out through 2029, here is what operators must ask switch vendors now.
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Is the fibre between the racks becoming a delivery risk?
As AI clusters scale, the dense network of fibre optic cabling between switches and GPUs is becoming a critical infrastructure bottleneck. To counter skilled labour shortages and deployment delays, suppliers are shifting toward factory-terminated, plug-and-play connectors built off-site. While these systems promise up to a 98% reduction in installation time, they strip away flexibility for…
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Silicon Without Strings: Why the Network Has Become the Computer
Opinion | Network & Cabling Compute without connectivity is just expensive silicon waiting for data The AI sector loves to talk about compute, obsessing over floating-point operations, GPU allocations, and the sheer volume of silicon being crammed into data halls. As AI workloads scale out across thousands of accelerators, networking deserves far more attention than…
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The AI Racks Fibre-Density Problem
AI racks are filling with high-speed optical connections. The next connectivity challenge is fitting more fibre without making it harder to maintain.
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AI Data Centres Are Running Out of Room
AI data centres are running into power and space constraints. Arista is betting that distributed AI fabrics can extend compute across multiple sites.
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AI’s Networking Problem that Aria is trying to solve
AI inference is putting the network closer to the centre of the compute stack. Aria Networks is betting that greater visibility and automation can keep AI clusters productive.
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Siemon Targets the Network Infrastructure Challenge Behind AI Data Centers
As AI clusters become faster and denser, Siemon is targeting the physical network underneath them with 800G optics and high-density connectivity.
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Belden Targets the Infrastructure Layer Behind AI Data Center Growth
Belden is building a broader AI data-centre infrastructure proposition spanning high-density connectivity, networking, cooling and automation.
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Intel Targets the AI Inference Bottleneck as Data Center Workloads Evolve
Intel is positioning CPUs, inference accelerators, memory and networking as parts of one AI infrastructure system as data-centre workloads shift towards production inference.
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HPE Juniper Takes AI Networking to Gigawatt Scale
HPE’s expanded Oracle collaboration shows why networking is becoming critical AI infrastructure, with GPU utilisation, congestion, telemetry and resilience now closely linked.