Mastodawn

What’s New with Arista networking for AI? Some highlights in NFD40: Arista Networking for AI. Including impressive high-capacity XPO optics. Tags: #PeterWelcher #CCIE1773 #NFD40 #NetworkingFieldDay #TechFieldDay #NetworkingForAI #AINetworking #Arista https://www.linkedin.com/pulse/nfd40-arista-networking-ai-peter-welcher-te3qe/

Peter J. Welcher 3d ago

What’s New with Cisco Networking for AI? I blog about some highlights in NFD40: Cisco Networking for AI. Tags: #PeterWelcher #CCIE1773 #NFD40 #NetworkingFieldDay #TechFieldDay #NetworkingForAI #AINetworking #Cisco https://www.linkedin.com/pulse/nfd40-cisco-networking-ai-peter-welcher-m5gxe/

Peter J. Welcher Apr 10

Hey, #NFD40 just wrapped up. Here is my followup: Quick Take: NFD40 Summary. Tags: #PeterWelcher #CCIE1773 #NFD40 #NetworkingFieldDay #TechFieldDay #NetworkingForAI #AINetworking https://www.linkedin.com/pulse/quick-take-nfd40-summary-peter-welcher-om8he/

Marcus Schuler Apr 8

Aria Networks raised $125M for Ethernet switches using the same Broadcom silicon as Arista and Cisco. The differentiation: telemetry software that claims 100-10,000x finer data resolution to optimize AI clusters in real time. CEO previously sold Apstra to Juniper for $190M. Tests whether software margins can compete against $120B incumbents in networking hardware.

#AINetworking #DataCenter #Telemetry

https://www.implicator.ai/aria-networks-sells-the-same-chips-as-arista-its-125-million-bet-is-the-software/

Aria Networks Raises $125M for AI-Native Ethernet Switches

Aria Networks raised $125M selling Ethernet switches built on the same Broadcom silicon as Arista and Cisco. The real bet is software: a telemetry engine that reads switching data 10,000x finer than competitors. Against a $120B incumbent, the 15-month-old startup's margin for error is razor thin.

Implicator.ai

Peter J. Welcher Apr 2

I posted last week about 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/ For more, see https://www.linkedin.com/feed/update/urn:li:activity:7445493933268357120/

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.

Peter J. Welcher Mar 24

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/

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Bagus Dwi Permana Mar 20

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

Bagus Dwi Permana Mar 16

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

AdwaitX Feb 12

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 🔗 #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

Beth Pariseau Feb 11

#Cisco #SiliconOne's entrée 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