The Ethernet Tollbooth: Arista Rides Broadcom Silicon to Break Nvidia’s InfiniBand Monopoly
By Alex Sirois Publication Date: 2026-10-26 11:15:00 Arista Networks keeps stealing AI infrastructure deals away from Nvidia’s proprietary grip, and…
Tag: Ethernet
Cisco, Nvidia push ultra-dense networking for Ethernet AI fabrics
By Michael Cooney Publication Date: 2026-10-13 13:15:00 “USFP will provide a path supporting both 200G and 400G SerDes based systems…
Arista Stocks Fall 2.7% as Ethernet Invades Nvidia’s Rack
By TradingView Publication Date: 2026-10-12 19:00:00 Arista Networks ANET, the cloud and AI-networking supplier, unveiled an Ethernet push deeper into…
Arista Stocks Rise 2% as Ethernet Enters Nvidia’s Stronghold
By Khac Phu Nguyen Publication Date: 2026-10-09 19:10:00 This article first appeared on GuruFocus. Arista Networks (NYSE:ANET), the cloud and…
Broadcom Thor Ultra Ethernet NIC at Hot Chips 2026
By Patrick Kennedy Publication Date: 2026-08-25 18:18:00 Broadcom Thor Ultra 800GbE Controller 1 Broadcom is now on stage at Hot…
NVIDIA Spectrum-X Ethernet Photonics Enters Full Production With 4x Fewer Lasers and a Five-Vendor CPO Supply Chain
By byBrian Beeler Publication Date: 2026-08-15 18:31:00 NVIDIA has moved Spectrum-X Ethernet Photonics, its co-packaged optics (CPO) Ethernet switch platform,…
Scaling the future: Why Ethernet is the backbone of AI Supercomputing
By Will Eatherton, Praveen Bhagwatula Publication Date: 2026-08-06 17:16:00 The rapid evolution of artificial intelligence is fundamentally changing how we…
Broadcom and FuriosaAI Bet on Ethernet AI Fabrics
By DataCenterKnowledge Publication Date: 2026-05-27 13:00:00 Broadcom and South Korean AI infrastructure startup FuriosaAI are building what they describe as…
OpenAI, Microsoft And Friends Build A Better, More Scalable Ethernet
By Timothy Prickett Morgan Publication Date: 2026-05-12 17:52:00 Sometimes, to solve a particular system architecture problem, you have to invent…
iTWire – HPE bets on AMD ‘Helios’ rack-scale AI and puts Ethernet at the centre of scale-up
By David M Williams Publication Date: 2026-02-22 04:02:00 HPE says it will be among the first…