Looking Forward to Networking Field Day: NFD40

I’m excited to be a delegate at the upcoming #NFD40 (Networking Field Day 40), which will have 9 vendors presenting from Wednesday April 8 to Friday April 10. A brief blog to whet your interest follows! (Well, brief as far as my blogs run.

Here's a fresh blog with key info about the upcoming Networking Field Day 40, which I'll be a delegate at. Live videos Wed 4/8 through Fri 4/10! Tags: #PeterWelcher #CCIE1773 #NFD40 #NetworkingFieldDay #NetworkOps #AIOps #AIdatacenter #AInetworking https://www.linkedin.com/pulse/looking-forward-networking-field-day-nfd40-peter-welcher-oe9me/

The network war nobody talks about: Ultra Ethernet vs InfiniBand.

UEC 1.0 launched June 2025. Open Ethernet now approaches InfiniBand performance.

Ultra Ethernet wins inference scale-out. InfiniBand holds frontier training (sub-1us latency, proven at 100K+ GPUs).

AI hardware refreshes under 5 years. Facilities that cannot support 3-ton racks or liquid cooling face obsolescence.

https://resistancezero.com/article-18.html

#UltraEthernet #InfiniBand #AINetworking #DataCenter

AI Factories: Why Traditional Data Center Architecture Faces Technical Extinction

Deep analysis: 130kW AI racks, liquid cooling revolution, Ultra Ethernet vs InfiniBand, $700B hyperscaler race, stranded asset risk. Interactive calculator inside.

Bagus Dwi Permana Portfolio

The network war nobody talks about: Ultra Ethernet vs InfiniBand.

UEC 1.0 launched June 2025. Open Ethernet now approaches InfiniBand performance.

Ultra Ethernet wins inference scale-out. InfiniBand holds frontier training (sub-1us latency, proven at 100K+ GPUs).

AI hardware refreshes under 5 years. Facilities that cannot support 3-ton racks or liquid cooling face obsolescence.

https://resistancezero.com/article-18.html

#UltraEthernet #InfiniBand #AINetworking #DataCenter

AI Factories: Why Traditional Data Center Architecture Faces Technical Extinction

Deep analysis: 130kW AI racks, liquid cooling revolution, Ultra Ethernet vs InfiniBand, $700B hyperscaler race, stranded asset risk. Interactive calculator inside.

Bagus Dwi Permana Portfolio

Cisco Silicon One G300 delivers 102.4 Tbps switching with 28% faster AI job completion 70% energy savings through liquid cooling. AdwaitX breaks down how this chip challenges Nvidia and Broadcom in AI networking. Technical analysis now live πŸ”— #AdwaitX #CiscoG300 #AINetworking #DataCenter #Cisco

https://www.adwaitx.com/cisco-silicon-one-g300-ai-networking-chip/

Cisco Silicon One G300 Launch: 102.4 Tbps AI Networking Chip

Cisco Silicon One G300 delivers 102.4 Tbps switching for AI clusters. Learn how this chip improves GPU utilization by 28% with liquid cooling technology. AdwaitX

AdwaitX

#Cisco #SiliconOne's entrΓ©e into 102.4 Tbps #AInetworking silicon with the new #G300 chip boasts in-place programmability and new #AgenticOps features as enterprise #AIinfrastructure spending ramps up.

My writeup of #CiscoLive EMEA news, featuring competitive analysis vs #HPE / #Broadcom
https://www.techtarget.com/searchnetworking/news/366639036/Cisco-G300-AI-network-chip-AgenticOps-parry-Broadcom-HPE

AI networking stocks have emerged as Wall Street's top investment theme in 2024, with funds like the Spear Alpha ETF surging 135% since April, as experts highlight the sector's outperformance and growing importance in data center connectivity.
#YonhapInfomax #AINetworking #WallStreet #SpearAlphaETF #AsteraLabs #DataCenterConnectivity #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=90406
Wall Street Experts - AI Networking Stocks Emerge as Hottest Investment Theme of 2024

AI networking stocks have emerged as Wall Street's top investment theme in 2024, with funds like the Spear Alpha ETF surging 135% since April, as experts highlight the sector's outperformance and growing importance in data center connectivity.

Yonhap Infomax
Just posted a blog titled β€œBook Review: Deep Learning for Network Engineers (by Toni Pasenen)”. https://www.linkedin.com/pulse/book-review-deep-learning-network-engineers-toni-pasenen-welcher-cgome/ Tags: #PeterWelcher #CCIE1773 #LLM #LLMTraining #AI #AInetworking #BackendNetwork
New blog posted: AI Quick Takes and Musings, July 2025. Some thoughts plus many interesting AI links! https://www.linkedin.com/pulse/ai-quick-takes-musings-july-2025-peter-welcher-hthbe/ Tags: #PeterWelcher #CCIE1773 #AIModularity #AgenticAI #MCP #AINetworking #AIInfrastructure