Showing posts with label Switching. Show all posts
Showing posts with label Switching. Show all posts

Monday, October 31, 2022

Arista posts record revenue of $1.2 billion, up 57% yoy

Arista Networks reported Q3 revenue of $1.177 billion, an increase of 11.9% compared to the second quarter of 2022, and an increase of 57.2% from the third quarter of 2021. GAAP gross margin was 60.3%, compared to GAAP gross margin of 61.2% in the second quarter of 2022 and 63.9% in the third quarter of 2021. Non-GAAP net income was $391.9 million, or $1.25 per diluted share, compared to non-GAAP net income of $236.9 million, or $0.74 per diluted share in the third quarter of 2021.

“Arista continues to outpace our networking peers with record revenue in Q3 2022,” said Jayshree Ullal, President and CEO of Arista Networks. “Clearly, we are entering the next phase of Arista’s evolution in products, customer intimacy and new market expansion.”

  • Supply chain issues remained a factor.
  • International sales represented of 17% revenue, with Americas at 83%
  • Cloud titans was the largest vertical, followed enterprises.
  • Cloud titan partnerships grew stronger. Microsoft and Meta are continuing with their 400G journeys.


https://investors.arista.com/Events/Events/Event-Details/2022/Arista-Networks-Q3-2022-Earnings-Conference-Call--Webcast/default.aspx

Arista delivers its next-gen Cloud Routing

Arista Networks is releasing the next iteration of its cloud-grade routing platform, which was first introduced six years ago. It is based on cloud principles of scale-out architectures, standards-based protocols, and software-driven control. Highlights of the announcement:For enterprises, Arista advances the enterprise edge by securing data-in-transit over high speed links with "TunnelSec" technology, providing in-line encryption at wire rate from...



Tuesday, September 6, 2022

Broadcom's new Trident 4C offers 2.8 Tbps flow anomaly detection

Broadcom announced shipment of its Trident 4C Ethernet switch ASIC, a 12.8 terabits/second security switch capable of analyzing all traffic at line rate. 

Broadcom said its new switching ASIC is able to inspect 100 percent of the traffic, even at the extreme bandwidths found in network cores. Trident 4C integrates a purpose-built analytics engine capable of 170 billion operations per second with the ability to detect suspicious flow anomalies at line rate. This engine, enabled by default, has no impact on switch operation or performance.

  • “Sampling-based approaches to security are inherently flawed. We decided to eliminate the tradeoff between security and performance,” said Ram Velaga, senior vice president and general manager, Core Switching Group, Broadcom. “Trident 4C is a natural extension of our innovative portfolio. We started with Layer-2 switching, progressed to Layer-3 routing, and now are adding Layer 4-7 security as we climb the network OSI stack.”

Trident 4C highlights

  • Connection-aware monitoring of 500k+ active flows at 5.4 billion packets/second
  • 170 billion ALU operations per second for advanced connection fingerprinting
  • 4M state flow metrics counters set by a programmable arithmetic engine
  • 1M exact-match policy ACLs
  • Suitable for fixed-configuration and chassis-based designs
  • SONiC and SAI readiness for rapid integration into high-capacity networks

https://www.broadcom.com/company/news/product-releases/60491

Broadcom advances its co-packaged optics network switch

Broadcom will provide its new 25.6-Tbps Humboldt co-packaged optics (CPO) network switch to Tencent.Humboldt features Broadcom’s StrataXGS Tomahawk 4 switch chip directly coupled and co-packaged with four 3.2-Tbps Silicon Photonics Chiplets In Package (SCIP) optical engines. Tencent has defined the system architecture and worked closely with Broadcom to develop hardware and software for field deployment of the 25.6-Tbps CPO switch system. Ruijie...

Broadcom delivers 51.2 Tbps Tomahawk 5

Broadcom has begun customer shipments of its StrataXG Tomahawk 5 switch series, providing 51.2 Tbps of Ethernet switching capacity in a single, monolithic chip.“Delivering the world’s first 51.2 Tbps switch two years after we released Tomahawk 4, the industry’s first 25 Tbps switch, is a testament to the outstanding execution and innovation by the Broadcom team,” said Ram Velaga, senior vice president and general manager, Core Switching Group, Broadcom....

Broadcom ships 7nm Trident 4 programmable Ethernet switching silicon 

Broadcom is now shipping its StrataXGS Trident 4 BCM56880 switch silicon with capacity scaling from 2.0 to 12.8 terabits per second (Tb/s). The new silicon, which boasts the industry’s highest Ethernet switching performance, also brings compiler-programmable packet processing and telemetry capabilities as well as compatibility with earlier generation Trident chips. This enables enterprises to utilize merchant silicon-based systems throughout their...


Tuesday, August 23, 2022

Google outlines its Jupiter data center network architecture

Google's "Jupiter" data center network combines optical circuit switching (OCS) and wave division multiplexing (WDM) technology to ensure uniform, arbitrary communication among tens of thousands of servers at 100s of Gbps of bandwidth with sub-100us latency, according to a blog post by Amin Vahdat, Google's VP/GM Systems and Services Infrastructure.

Jupiter currently supports more than 6Pb/sec of data center bandwidth. 

The data center network architecture is described in a paper presented at SIGCOMM 2022 called "Jupiter Evolving: Transforming Google's Datacenter Network via Optical Circuit Switches and Software-Defined Networking."

Notably, Google developed its own Optical Circuit Switching (OCS) technology that maps an optical fiber input port to an output port dynamically through two sets of micro-electromechanical systems (MEMS) mirrors. These can be rotated in two dimensions to create arbitrary port-to-port mappings.

A rack with 8 OCS switches enables arbitrary logical topologies between data center packet switches. OCS simply reflects light from an input port to an output port without packet routing or heading parsing.

An SDN control plane seamlessly orchestrate thousands of dependent and independent operations.

Amin's blog post: https://cloud.google.com/blog/topics/systems/the-evolution-of-googles-jupiter-data-center-network

Google's SIGGCOM paper: https://research.google/pubs/pub51587/

Monday, August 22, 2022

Broadcom advances its co-packaged optics network switch

Broadcom will provide its new 25.6-Tbps Humboldt co-packaged optics (CPO) network switch to Tencent.

Humboldt features Broadcom’s StrataXGS Tomahawk 4 switch chip directly coupled and co-packaged with four 3.2-Tbps Silicon Photonics Chiplets In Package (SCIP) optical engines. 

Tencent has defined the system architecture and worked closely with Broadcom to develop hardware and software for field deployment of the 25.6-Tbps CPO switch system. Ruijie Networks Co., Ltd. will verify the design, manufacture and test the full CPO switch system, and then provide the finished product to Tencent. 

The companies plan to demonstrate the jointly developed 25.6-Tbps CPO switch system at the China International Optoelectronic Exposition (CIOE) in Shenzhen from September 7th to 9th.

Humboldt 25.6-Tbps CPO Switch Product Highlights:

  • 2RU system design with high efficiency air cooling to support 4x3.2-Tbps optical CPO interfaces routed to 16 MPO connectors and 32x400G electrical QSFP112 ports
  • CPO engine to front-panel routing supports both traditional fiber and flexible printed fiber (FPF) solutions
  • System design compatible to support multiple remote laser modules (RLM)
  • More than 50% optical interconnect power consumption savings compared to standard pluggable optics solutions
  • Production ready for data center deployment

Broadcom said CPO will become increasingly important for data center switches as copper interconnects approach a reach limit.  Likewise, traditional pluggable optical transceivers require high power to equalize signal impairments incurred on a signal as it traverses long traces and through multiple connector discontinuities in a standard switch system. 

The 25.6-Tbps Humboldt CPO switch leverages Broadcom's uncooled continuous wave (CW) laser at 1310 nm for silicon photonics, delivering significant power efficiency and cost gains.

Broadcom also notes that it has over 15 external partners currently working on its SCIP and CPO designs.

“We are pleased to announce our strategic partnership with Tencent as we enable the industry’s first 25.6-Tbps CPO system for hyperscale data center field deployment,” said Near Margalit, Vice President and General Manager, Optical Systems Division, Broadcom. “We expect to continue to innovate and extend our market leadership position with Tencent as we migrate to 51.2-Tbps switch CPOs and next generation 200G/lane PAM-4 applications.”

“Customer demands for higher bandwidth have pushed Tencent to perpetually scale our network,” said Sage Zou, Vice President of Tencent Cloud. “We are glad to partner with Broadcom on CPO based technology, which will bring not only higher bandwidth for applications such as AI/ML and HPC, but also it could address the power constraints from the acceleration of growth in new workloads.”

“Addressing the general trend towards chip-scale optical interconnects versus traditional copper-based implementation, CPO technology combines microelectronics and optoelectronics on silicon-based platforms, which can carry more information and transmit longer distances,” said Liu Zhongdong, President and CEO, Ruijie Networks. “CPO switching networks have the advantages of high bandwidth and low power consumption, and Ruijie is glad to participate in the innovation and implementation of this new technology with Tencent & Broadcom.”

https://www.broadcom.com/info/optics/cpo

Sunday, August 21, 2022

Broadcom delivers 51.2 Tbps Tomahawk 5

Broadcom has begun customer shipments of its StrataXG Tomahawk 5 switch series, providing 51.2 Tbps of Ethernet switching capacity in a single, monolithic chip.

“Delivering the world’s first 51.2 Tbps switch two years after we released Tomahawk 4, the industry’s first 25 Tbps switch, is a testament to the outstanding execution and innovation by the Broadcom team,” said Ram Velaga, senior vice president and general manager, Core Switching Group, Broadcom. “Since the introduction of Tomahawk 1 in 2014, Broadcom has consistently executed on doubling the bandwidth approximately every two years. With today’s introduction of the fifth generation Tomahawk family, we are proud to say that a single Tomahawk 5 replaces forty-eight Tomahawk 1 switches in the network, resulting in over 95 percent reduction in power requirements. We applaud our customers, partners, and engineers for making this possible.”

StrataXGS Tomahawk 5 highlights:

  • 64 ports of 800GbE switching and routing.
  • Virtualization of general compute and AI/ML workloads with single-pass VxLAN routing and bridging.
  • Unparalleled physical I/O options using 512 instances of 100G PAM4 SerDes.
  • High-precision PTP and SyncE time synchronization.
  • Six on-chip ARM processors for high-bandwidth, fully-programmable streaming telemetry, and sophisticated embedded applications such as on-chip statistics summarization.
  • Implemented as a monolithic 5nm die

StrataXGS Tomahawk 5 Series Key Features for AI/ML:

  • World’s highest radix of 200GbE ports: 256 ports supported on a single chip, enabling flat, low latency AI/ML clusters.
  • Advanced 51.2 Tbps shared-buffer architecture, providing the highest performance and lowest tail latency for RoCEv2 and other new RDMA protocols.
  • Advanced Broadcom Cognitive Routing, dynamic load balancing, and support for end-to-end congestion control capabilities specifically designed to handle the large, low entropy flows typical of AI/ML workloads.
  • Support for Clos and non-Clos topologies such as torus, Dragonfly, Dragonfly+, and Megafly.
  • Hardware-based link failover

Broadcom said it is targetting the Tomahawk 5 family at the massively shared infrastructure in large data centers, Tomahawk 5 provides AI/ML workload virtualization with features such as single-pass VxLAN routing and bridging. Critical to minimizing job completion time (JCT) for AI/ML workloads, Tomahawk 5 offers features such as Broadcom Cognitive Routing, advanced shared packet buffering, programmable inband telemetry, and hardware-based link failover.

Tomahawk 5’s Cognitive Routing improves network link utilization by automatically and dynamically selecting the most lightly loaded links in the system for every flow that transverses the switch. This is especially important for AI/ML workloads which often have a combination of short-lived mice flows and long-lived, high bandwidth elephant flows with low entropy. 

Tomahawk 5 includes real-time dynamic load balancing that tracks the utilization of all links, both at the switch and downstream in the network, to determine the optimal path for each flow. It also monitors the health of links in hardware and automatically steers traffic away from failed links. These features provide dramatically improved network utilization and reduced congestion, resulting in shortened JCT.

Tomahawk 5 also features extensive programmable inband telemetry on both live traffic and network probes. Real-time metadata can be inserted into traffic at line rate as it traverses the network to collect telemetry on queue size, packet latency, switch utilization, and a variety of other customer-selectable metrics. This metadata can be used for precise end-to-end network congestion control.

To enable the lowest power and lowest cost for physical connectivity, Tomahawk 5 enables a direct 100G PAM4 interface to direct attach copper (DAC), front panel pluggable optics, and co-packaged optics. The flexible, long reach Tomahawk 5 SerDes provides DAC connectivity to all devices within a rack, and even between racks, without the need for retimers or other active components. It can also interface directly to a broad ecosystem of standard front-panel pluggable optical modules.

Tomahawk 5 will be made available with co-packaged optics using Broadcom’s Silicon Photonics Chiplets in Package (SCIP) platform, providing more than 50 percent decrease in the power needed for optical connectivity. Since the same switch silicon provides all these options, customers can choose the optimal I/O for each part of their intra-cluster, inter-cluster, and inter-DC networks with no software porting required.

As part of its announcement, Broadcom showcased statements of support for the Tomahawk 5 from senior execs and network architects at Alibaba Cloud, AT&T, Baidu, Bytedance, Microsoft Azure, Tencent Cloud, Tenstorrent, Arista Networks, H3C, Juniper Networks, Nokia, Accton, Celestica, Delta, Inventec, Ruijie, Quanta Cloud, Wistron, and Ufispace.

https://www.broadcom.com/products/ethernet-connectivity/switching/strataxgs/bcm78900-series

Broadcom ships its 25.6 Tbps Tomahawk 4 

Broadcom has begun commercial shipments of its 25.6 Tbps StrataXGS Tomahawk 4 Ethernet switching silicon -- representing double the bandwidth of any other switch silicon currently on the market. The 25.6 Tbps capacity enables port densities of up to 64 × 400GbE, 128 × 200GbE, 256 × 100GbE, 256 × 40GbE, 256 × 25GbE, or 256 × 10GbE ports. Tomahawk 4, which is implemented in 7nm technology with 512 50G PAM4 SerDes, arrives less than two years after...

Broadcom delivers its 12.8 Tbps Tomahawk 3 switching silicon

Broadcom announced commercial shipments of its StrataXGS Tomahawk 3 Ethernet switch silicon boasting 12.8 Terabits/sec in a single device -- double that of any other switching chip currently in the market. Tomahawk 3 paves the way for high-density, standards-based 400GbE, 200GbE, and 100GbE switching and routing for hyperscale cloud networks. The latest gen silicon is expected to be adopted by leading network equipment OEMs as well as by hyperscale...


Broadcom's Tomahawk 2 Switch Packs 64 Ports of 100GE 

Broadcom announced its StrataXGS Tomahawk II Switching chip -- the highest performance Ethernet switch to date, packing up to 64 ports 100GE or 128 ports of 50GE with SDN-optimized packet switch engines operating at 6.4 Terabits per second. The StrataXGS Tomahawk II  Tomahawk II integrates 256 serdes running at over 25 Gbps, with large on-chip forwarding tables and packet buffer memory.  The chip supports Broadcom's next generation BroadView...



Wednesday, July 20, 2022

Dell'Oro: Campus switch sales to exceed $95B over the next 5 years

More than $95 B will be spent on campus switches over the next five years, according to a new report from Dell'Oro Group. Multi-gigabit switches (2.5/5/10 Gbps) are expected to comprise 10 percent of the port shipments by 2026.

“Due to a number of unforeseen headwinds including lingering supply chain challenges, increased macro-economic uncertainties, higher inflation, and regional political conflict, we have lowered our forecast for 2022 and 2023 compared to our prior January report,” said Sameh Boujelbene, Senior Director at Dell’Oro Group. “At the same time, while we made this downward adjustment to our short-term forecast, we have raised the forecast figures for the outer years as we believe spending over the five-year forecast period will not decline compared to our prior forecast, but rather shift from one year to the next, depending on the supply situation and macro environment. Our interviews with system and component vendors, as well as with some of the Value-Added Resellers (VARs) and System Integrators (SIs), revealed that the fundamental growth drivers remain in place and that there is a substantial technology debt urging customers to upgrade their networks in order to support their digital transformation initiatives.

“Nevertheless, while we have maintained our forecast for revenue as well as port shipments, we have changed our port speed mix and shifted some of the volumes from 2.5/5.0 Gbps to the benefit of 1 Gbps. This adjustment is the result of a combination of supply-and-demand-related issues as explained in our report,” added Boujelbene.

Additional highlights from the Ethernet Switch – Campus 5-Year July 2022 Forecast Report:

  • Power-Over-Ethernet (PoE) ports are forecast to comprise nearly half of the total campus port shipments by 2026.
  • China is expected to recover very quickly from the recent lockdown and comprise 25 percent of campus switch sales by 2026.
  • The introduction of new software features and Artificial Intelligence capabilities are expected to increase over our forecast horizon.
  • Interest in Network-As-a-Service (NaaS) offerings is expected to rise but adoption may take time.

https://www.delloro.com/news/campus-switch-sales-to-exceed-95-b-over-the-next-five-years/

Thursday, July 14, 2022

Dell'Oro: Data center switch market to approach $100B by 2027

 The Ethernet Switch Data Center market is forecast to grow at a nearly double-digit CAGR between 2021 and 2026, approaching $100 billion in cumulative spending over the next five years, according to a recent report by Dell'Oro Group. 400 Gbps and higher speeds are forecast to comprise half of the spending, with 800 Gbps surpassing 400 Gbps by 2025.

“Given the strong bookings and unprecedented levels of backlogs, we expect the demand in the market to remain strong in 2022 but sales performance will be determined by the supply environment,” said Sameh Boujelbene, Senior Director at Dell’Oro Group. “However, as we look into 2023, concerns started to arise regarding the sustainability of the demand level in the market. Those concerns are fueled by increased macro-economic uncertainties, which, combined with potential improvements in the supply situation, may put a break on the panic purchasing behavior we are currently experiencing in the market.

“Although we may see some slowdown in revenue growth in 2023, due in part to a tough comparison with 2022, we expect the data center switch market to remain, for the most part, resilient to these macro-economic headwinds as the pandemic has amplified the importance of the network and accelerated digital transformation initiatives. Additionally, our interviews with value-added resellers and system integrators revealed that many vendors have implemented some sort of non-cancellation policy for their orders which should provide confidence in a strong revenue outlook, at least through the first half of next year.

“Another reason that underpins our optimism about the long-term health of the market is the portion of spending driven by Cloud Service Providers (SPs). Cloud SPs are projected to comprise 60 percent of the spending on data center switches by 2026 and to drive the adoption of 400 Gbps, 800 Gbps, and 1600 Gbps speeds,” added Boujelbene.

Additional highlights from the Ethernet Switch – Data Center 5-Year July 2022 Forecast Report:

  • The availability of 800 Gbps optics and 25.6 T chips propelled the adoption of 800 Gbps switch ports. This adoption was first spearheaded by Google. Other Cloud SPs such as Meta and Microsoft are expected to follow suit.
  • As Cloud SPs continue to migrate their networks to higher speeds, they will be making distinct choices in terms of chip capacity, switch radix, and network topology.
  • Co-packaged optics will start to ramp towards the end of our forecast horizon, but pluggable optics will continue to dominate.

https://www.delloro.com/news/data-center-switch-market-to-approach-100-b-over-the-next-five-years/

Wednesday, July 13, 2022

Juniper delivers AI-driven enterprise access switch

Juniper Networks introduced its EX4100 series enterprise-grade wired access switches powered by its Mist AI.

The new EX4100, which is the latest addition to the Juniper’s EX Switching portfolio, is optimized for simplicity and scale with native cloud-based operations for all enterprise access layer switching environments, including campus fabric architectures.

Mist AI expedites deployment times with zero touch provisioning and automated workflows, and it delivers rapid troubleshooting with full stack event correlation, proactive anomaly detection and self-driving network actions. The EX4100 also enables IT teams to seamlessly design an EVPN-VXLAN network fabric that extends to distribution and access layers, coupled with important security capabilities such as MACsec AES256 and standards-based microsegmentation using group-based policies (GBP) for growing needs of IOT devices. In addition, specific versions of the EX4100 support Power over Ethernet++ (802.3bt), making the switch a perfect fit for customers looking to transition to Wi-Fi 6E technology.

In addition, Juniper has expanded its Wired Assurance, Wireless Assurance and Marvis cloud services with more AI-driven insights to maximize end user experiences and minimize wireless management costs, including new automated AP placement/orientation verification and new prescriptive actions to address common Microsoft client, DHCP and wired authentication issues.

“Juniper has become a leader in wired and wireless access thanks to our innovative cloud-native, AI-driven and session smart platforms, which save time and money and maximize user experiences by proactively solving real-world problems,” said Sudheer Matta, Group Vice President, Product Management, AI-driven Enterprise at Juniper. “These latest enhancements to our AI-driven Enterprise portfolio expand our value proposition to even more campus and branch environments while also doubling down on Juniper’s unique AI-driven advantages across the entire network lifecycle, from installation and configuration to operations and troubleshooting.”

https://www.juniper.net/us/en/it-networking.html


Saturday, June 4, 2022

Dell'Oro: Data center switch sales up 16% in 1Q 2022

Global data center switch sales grew robustly in 1Q 2022, reaching the second-highest revenue ever captured in the market, just 2 percent below the record sales level achieved in the prior quarter. Arista, H3C, Juniper, Star-net Ruijie, and white box vendors captured most of the growth in the market, according to a recently published report from Dell’Oro Group. Arista grew the fastest and was able to gain more than two points of revenue share during the quarter.

“Despite ongoing supply challenges, the data center switch market continues to perform remarkably well across all major market segments: Cloud Service Providers (SPs), Telco SPs as well as Large Enterprises, with Cloud SPs contributing about 70 percent of the Y/Y increase in sales,” said Sameh Boujelbene, Senior Research Director at Dell’Oro Group. “What was also interesting during the quarter is that despite these supply issues which are impacting all components, all industries, all regions, and all manufacturers, some vendors were somehow able to outperform the market. We would like to note, however, that given elongated lead times that are now exceeding six months on several products,  sales and vendors’ performance reported in 1Q 2022 are a reflection of orders, and in some cases, competitive displacements that happened in the second half of last year,” added Boujelbene.

Additional highlights from the 1Q 2022 Ethernet Switch – Data Center Report:

  • 25 Gbps, 100 Gbps, 200 Gbps, and 400 Gbps comprised nearly 70 percent of the shipments in 1Q 2022 and 80 percent of the revenues as the pandemic has been favoring the new speeds in terms of supply as well as demand.
  • 400 Gbps shipments exceeded 800 K ports during the quarter, despite some deferred revenues at certain Cloud SPs. We expect the 400 Gbps ramp to continue to accelerate this year.

https://www.delloro.com/news/data-center-switch-sales-grew-16-percent-year-over-year-in-1q-2022-according-to-delloro-group/

Thursday, June 2, 2022

Arista intros 7130 Series of low latency programmable switches

Arista Networks introduced ultra low latency, highly programmable 7130 Series switching systems designed for demanding in-network applications, such as financial trading. 

The Arista 7130 Series of low latency programmable switchesare powered by full-featured, programmable switching silicon and ultra low latency Layer 1 and highly scalable FPGAs. The expanded 7130 Series includes two new models that integrate full-featured L2/3 switching and open programmability with high performance L1 connectivity. They both run Arista EOS and integrate with CloudVision, supporting the broad range of switching, routing, DANZ monitoring and programmability across Arista’s extensive portfolio.

  • The 7130LBR Series are 96 port systems combining the ultra low latency Layer 1 X-Point with two high performance FPGAs, Broadcom Jericho2 switching silicon, a powerful CPU and precision timing hardware, enabling consolidation of network, server and custom FPGA applications into a highly compact form factor. Compared to traditional multi-box approaches, the 7130LBR reduces device and network hop count, cabling, power and cost while providing orders of magnitude density and latency improvements through co-location of these key components.
  • Supporting dynamic reconfigurability, the robust features of Arista’s R series, a portfolio of 7130 FPGA applications from Arista and its partners and a comprehensive FPGA Development Kit, customers can mix and match Arista applications with their bespoke processing without resorting to slow connections to external devices. In addition, two high-grade AMD/Xilinx FPGAs can be combined to perform complex data processing tasks or deployed in parallel enabling independent functions and live prestaging of new applications with seamless switch-over.
  • The 7130B Series provides high density Layer 1 fabric combined with a full-featured, high-radix Intel Tofino L2/3 switch. Providing over 2.5x the Layer 1 connectivity of existing solutions with 256 interfaces using high-density QSFP-DD connectors, hundreds of devices can be interconnected to provide thousands of edge ports and hundreds of FPGAs with minimal latency impact. In addition, the 7130B sophisticated P4 programmable packet processing enables customized packet handling, filtering and statistics as well as Arista’s advanced pipeline profiles for scalable address translation, tunneling and load balancing.

“Cboe is one of the world’s largest global market infrastructure providers and delivers leading-edge technology that powers markets and serves investors around the globe,” said Curt Schumacher, Senior Vice President, Infrastructure at Cboe Global Markets. “As we continue to invest in our infrastructure to drive our ongoing expansion into new markets and regions globally, we expect Arista’s solutions will provide new ways to further enhance application performance and scale, without compromising on efficiency, in our business.”

Customer testing is currently in progress, with general availability in Q4 2022.

https://www.arista.com/en/company/news/press-release/15648-pr-20220601



Thursday, May 26, 2022

Webinar replay: Solving the interconnect density bottleneck in 51.2T switch


Webinar replay - first presented on 04-May-2022

With the first generation of 51.2T switches running at 100 Gbps per lane on the horizon, the market will soon be considering the pros and cons of different board design choices for managing so many high capacity channels.  Will co-packaged optics (CPO) or near-packaged optics (NPO) scale to meet the bandwidth density challenge?

In this one-hour webinar, we hear from Dr. Rebecca K. Schaevitz, a Board Member of COBO and a Principal Engineer and Product Line Manager at Broadcom . 

We then hear from Tom Mitcheltree, Advanced Technology Manager at US Conec, a supplier of connector embodiment packages based on standardized and custom optical interconnect ferrules.  

This is the 10th in a series of webinars presented by COBO, the Consortium for On-board Optics, and sponsored by DuPont’s Silicon Valley Technology Center.

Monday, May 2, 2022

Arista delivers record Q1 sales despite supply chain issues

Arista Networks reported Q1 2022 revenue of $877.1 million, an increase of 6.4% compared to the fourth quarter of 2021, and an increase of 31.4% from the first quarter of 2021.

GAAP gross margin was 63.1%, compared to GAAP gross margin of 63.4% in the fourth quarter of 2021 and 63.7% in the first quarter of 2021. Non-GAAP net income was $268.5 million, or $0.84 per diluted share, compared to non-GAAP net income of $198.8 million, or $0.62 per diluted share in the first quarter of 2021.

“Arista has delivered record Q1 2022 sales despite the sustained supply chain challenges. I am pleased with our enterprise execution and cloud titan strength in these uncertain times,” stated Jayshree Ullal, President and CEO of Arista Networks.


Q1 Investor presentation: https://s21.q4cdn.com/861911615/files/doc_presentations/2022/05/Q122Highlights.pdf 

https://investors.arista.com/Home/default.aspx


Wednesday, April 13, 2022

Marvell has shipped more than 3 million 400G switch ports to date

Marvell has more than doubled its growth year-over-year (YOY) in cloud data center Ethernet switch port shipments, based on 650 Group's quarterly switch report for Q4'21 released last month. 

The company said its share of the overall data center switch market grew from 6% to 10% YOY and specifically within the 50G SerDes segment of switches, deployed by the fast-growing cloud infrastructure market, the company attained a record high of 31% share in Q4'21. 

Notably, Marvell confirmed that it has shipped more than 3 million 400G switch ports to date.

"The continued, and growing, traction of Marvell's Teralynx switch family in tier-1 cloud data centers demonstrates its compelling value proposition for customers requiring the best possible application performance," said Guy Azrad, senior vice president and general manager, Switch Business Unit at Marvell. "Our Teralynx switches are built upon a highly efficient and scalable architecture which delivers the power efficiency and roadmap for 51.2 Tbps and beyond. Further, the Teralynx family is uniquely positioned for integration with Marvell's high-speed electro-optics offerings to bring a complete and better-together, end-to-end cloud solution."

"The Ethernet switch market reached a new all-time high in 4Q'21, exceeding a $9 billion per quarter run-rate for the first time, driven by cloud data centers," said Alan Weckel, founding analyst for 650 Group. "This past quarter, our research found that Marvell's market share reached 31% for 50G SerDes shipments, achieving the highest to date, with growth YoY at 104%."

"Our leading cloud data center customers have been ramping their volume deployments with Marvell's Teralynx switches and our optical modules to optimize their infrastructure," said Osa Mok, chief marketing officer at Innolight Technology. "Marvell brings a comprehensive switch and PAM4 electro-optics platform solution that complements our module capabilities to help our customers meet the bandwidth-intensive requirements of 400G connectivity."

"The surge in cloud infrastructure build-out is driving the demand for low-latency and high-performance networking solutions that can meet the exacting requirements for 400G and beyond connectivity," said Supriyo Dey, VP of Business Development at Eoptolink. "Marvell's cloud-optimized Teralynx switches along with our optical transceivers are addressing the increasing ramp from cloud data customers as they scale to volume deployments."

Marvell to acquire Innovium for data center switching silicon

Marvell Technology agreed to acquire Innovium, a start-up offering switching silicon for cloud and edge data centers, in an all-stock transaction valued at $1.1 billion.Innovium, which is based in San Jose, California, offers high-performance switching silicon solutions for cloud and edge data centers. The company was founded in 2014 and has approximately 230 employees.Marvell, which has an extensive portfolio of Ethernet switch semiconductor solutions,...


https://youtu.be/aHE3j9g4f_g

Innovium shipped over one million 400G ports in 2020

Innovium, a start-up offering high-performance switching silicon, shipped over one million 400G TERALYNX switch silicon ports in 2020. The company said it is seeing a rapid ramp of 400G connectivity by top cloud customers using its TERALYNX based switches. “2020 was a great year for Innovium. Demand for bandwidth accelerated across all cloud data centers driven by worldwide growth in online businesses, remote everything and digitization...


Wednesday, February 23, 2022

Arista embeds network detection and response into switches

Arista Networks is adding embedded security and packet analysis capabilities to its 720XP series of switches. 

By embedding NDR (Network Detection and Response) capabilities into the Arista EOS-based switches themselves, Arista says it can deliver broader visibility and threat hunting across the modern cognitive campus. 

The new capabilities build on Arista's Autonomous Virtual Assist (AVA) platforms with two key components: AVA Sensors and the AVA Nucleus. AVA Sensors support a variety of form factors from stand-alone appliances and virtual to cloud workloads and now, within campus power over ethernet (PoE) switches. The AVA Sensors analyze the full packet, including application layer data which sets the stage for automated and manual threat hunting. The sensors then transfer the “just right” deep-packet data to the AVA Nucleus, which is offered as both on-premises and SaaS. 

Arista will deliver the capabilities via a switch software upgrade . The company cites minimal impact on switch performance or reliability.

“Network security has been an ongoing challenge for most organizations due to hardware deployments and configuration changes needed at the network infrastructure level. While organizations acknowledge that the network presents a unique vantage point, security teams have been forced to trade off network visibility and ongoing operational costs,” said Rahul Kashyap, Vice President and General Manager of Cybersecurity and CISO at Arista Networks. “By building NDR capabilities into the switching infrastructure itself, Arista enables a built-in, secure network that reduces organizational risk by speeding up both time to detection and time to remediation.”

The new capabilities are expected to be generally available in Q2, 2022, with early trials in March 2022.



Sunday, December 19, 2021

Dell'Oro: 3Q 2021 Campus Switch sales hit all-time high

The worldwide Campus Switch market revenue reached a record level in 3Q 2021, according to a recent report by Dell’Oro Group. Growth was mostly propelled by 1 Gbps, which reached a record level in shipments during the quarter, while NBase-T ports were down Y/Y.

“We have been predicting the demand in the market to remain strong, but what surprised us is the level of shipments and revenues that vendors were able to achieve during the quarter, despite ongoing supply challenges,” said Sameh Boujelbene, Senior Director at Dell’Oro Group. “It appears, however, that these supply challenges are impacting the newer technologies more than the older ones, due to a less diversified ecosystem, and in some cases, a less mature supply chain,” added Boujelbene.

Additional highlights from the 3Q 2021 Ethernet Switch – Campus Report:

  • Extreme, HPE, and Juniper each gained more than one point of revenue share in Europe, Middle East and Africa (EMEA)
  • H3C outperformed the market and captured the revenue leading position in China
  • Power-over-Ethernet (PoE) ports up strong double-digits and comprised 30 percent of the total ports

https://www.delloro.com/news/3q-2021-campus-switch-sales-catapulted-to-an-all-time-high-despite-supply-challenges/

Tuesday, November 9, 2021

Arista intros 400G Switches at OCP Summit

Arista Networks introduced its next generation of 7050X and 7060X Series switches optimized for 400G networks.

Introduced at OCP 2021, the all new Arista 7388X5 continues the modular system innovation from the 7368X4 and is compliant to the OCP Minipack2 specifications, doubling performance with 30% improved power efficiency. The Arista's 7388X5 shares Meta’s Minipack2 goals of a choice of form factor that supports high density 200G and 400G links. Arista offers a choice of operating systems with enhancements and supports additional use cases with operational efficiency benefits that simplify cloud network designs.

The Arista 7060X5 systems are the highest density 400G options for leaf-spine architectures, offering next-generation performance at the lowest power consumption and leverages the latest Broadcom 25.6Tbps silicon. With up to 64 ports of 400G in 2U, the 7060DX5-64S delivers 10.6Bpps that can be flexibly used in 100G, 200G and 400G environments.

“We are seeing customers of all sizes show interest in the next generation of 400G systems that provide incremental improvements without sacrificing backward compatibility. The Arista 7050X4 and 7358X4 are the latest in the long line of systems built around the Broadcom Trident chipsets that have delivered 20 times the performance increases over the last 10 years,” said Anshul Sadana, Chief Operating Officer at Arista Networks.

The 7050X4 Series 32 x 400G and 7358X4 Series 128 x 100G / 32 x 400G systems enable large enterprise and service provider customers to unlock the potential of 400G. 

Arista says the new systems provide a smooth evolution to higher performance without disruption to existing architectures and increase network capacity by 4 times over the previous generation. All parts of the 7358X4 are field replaceable, simplifying deployment and leveraging the same common equipment and modules as the Arista 7368X4 Series, accelerating the migration to 400G data center networks with up to 32 ports of 400G in 4RU with pay-as-you-grow flexibility.

The 7050X4 and 7358X4 feature:

  • Enhanced network telemetry to detect and address congestion hotspots in real time
  • Traffic management enhancements tuned for RoCE and NVMEoF workloads
  • Support for 10G to 400G to ease the transition to higher performance compute

The new 7050X4 and 7358X4 are available in Q1 2022. The 7050X4 is available in a choice of two port configurations supporting 32 ports of 400G OSFP or QSFP-DD in 1RU. The 7358X4 modular system provides a choice of 25G, 100G and 400G ports.

Arista 7060X5 and 7388X5 doubles performance from the 7060X4 and 7368X4 in a choice of form factors:

  • 64 x 400G in 2U fixed or 128 x 200G in 4U modular systems 
  •  Increase network radix by a factor of 2 or allow the migration to 200G

The 7388X5 and 7060X5 will be available in 1H 2022, with customer testing currently in progress. Pricing starts at $1800 / 400G.

https://www.arista.com/en/company/news/press-release/13400-pr-20211109


Meta deploys Cisco for Wedge400C Top of Rack (TOR) switch

At the tenth annual OCP Summit in San Jose, Cisco confirmed that Meta is deploying its Cisco Silicon One Q200L device along with the Wedge400C Top of Rack (TOR) switch. Cisco Q200L uses 7nm technology to provide a 12.8 Tbps solution for web scale switching and routing. The 12.8 Tbps Wedge400C supports up to 16 ports of 400G and 32 ports of 200G.

Meta worked with Cisco to develop and deploy two new next-generation TOR switches. The latest versions of Meta’s Wedge TOR, the Wedge 400 and 400C, offer higher front panel port density, and greater performance for AI and machine learning applications, while also enabling future expansions. The Wedge 400 and 400C have several improvements over the Wedge 100S, including 4x the switching capacity (upgraded from 3.2 Tbps to 12.8 Tbps), 8x the burst absorption performance, and a field-replaceable CPU subsystem.

“Cisco Silicon One is uniquely positioned in the industry to provide a common architecture across the entire network, enabling massive operational efficiencies for our customers,” said Rakesh Chopra, Cisco Fellow, Common Hardware Group Architecture and Platforming, Cisco. “The Q200L is an important part of Cisco’s expanding Silicon One product family and as part of our overall disagg component model, it provides Meta a building block to innovate on top of, at hyperscale efficiency and scale.”

https://newsroom.cisco.com/press-release-content?type=webcontent&articleId=2207937

Tuesday, October 19, 2021

Aruba's new category of data center switch powered by Broadcom + Pensando

Aruba unveiled a new category of spine-leaf data center switch powered by Broadcom's Trident 3 switching silicon and Pensando Elba (7nm) DPU processors, which extend intelligent services into the data center network fabric.

Aruba's CX 10000 Series Distributed Services Switch leverages the Broadcom silicon for data center L2/3 switching and the Pensando programmable DPU silicon to deliver software-defined stateful services inline and at scale. Advanced services enabled by the DPU include distributed stateful segmentation, east-west firewalling, NAT, encryption, and telemetry services. 



The Aruba CX 10000 will be generally available in January 2022 with pricing starting at $45,000 USD which will include accelerated Stateful Firewall, Zero Trust Segmentation, ERSPAN, Telemetry, and DDoS protection.

Aruba said its new switch enables the advanced networking and security services where it is impractical and costly to force traffic back and forth across the network to a centralized policy enforcement point. Instead, enterprises can now simply apply these services at the network access layer edge where the applications are running. Key initial use cases include:

  • On-premises Enterprise Data Centers and Private Cloud - optimizes network bandwidth and performance by not having to hair-pin local traffic to a centralized chokepoint, helping improve security posture while limiting appliance sprawl, complexity and cost.
  • Co-location Edge – Securely Interconnecting Cloud Providers -  edge routing, line-rate encryption, firewall and NAT, with end-to-end telemetry for public cloud dedicated connections from either on-premises or co-location data centers. This solution radically lowers the total cost of ownership, provides an optimized security architecture​ and reduces an organization’s IT blast radius and risk.

“Markets in transition create new opportunities for disruption. As the Cloud moves to the Edge, distributed services are disrupting everything from AI/ML, to 5G and virtualization,” said John Chambers, chairman of Pensando, CEO of JC2 Ventures, and former CEO of Cisco Systems. “This new category – the Distributed Services Switch, enabled by Pensando software-in-silicon, makes the process of deploying distributed services, previously only available to hyperscalers like AWS, in the enterprise both simple and more cost-effective. By eliminating legacy appliances and host software, enterprises can deliver 100x the scale and 10x the performance at 1/3 the TCO of traditional approaches.”

Aruba also notes that the new switch complements the previously announced Pensando Distributed Services Platform (DSP) for HPE Servers, delivered as a factory option in HPE ProLiant servers, HPE Apollo systems, and HPE Edgeline Converged Edge systems.

The Aruba CX 10000 extends the implementation of these intelligent services into the data center network fabric, addressing a wider range of use cases including brownfield deployments or infrastructure agnostic/heterogeneous environments to complement or augment SmartNIC deployments. As part of the joint relationship, Pensando also gains access to HPE’s patent portfolio through its Defensive Patent Purchase Program.

“Today’s announcement further extends the partnership between HPE and Pensando – by incorporating Distributed Services from Pensando into the industry-leading Aruba switching platform, the elimination of legacy technologies needed to build a zero-trust private cloud has never been easier or more cost-effective,” said Prem Jain, CEO at Pensando Systems. “I look forward to continuing our relationship and to bringing additional solutions to market.”

https://hpe.events.cube365.net/hpe/aruba-pensando

HPE CEO Antonio Neri and John Chambers discuss the announcement.

https://hpe.events.cube365.net/hpe/aruba-pensando

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https://youtu.be/fEEFyIJYzXIIn this video, Prem Jain, co-founder and CEO of Pensando, discusses SmartNIC adoption trends by major cloud providers. Hot topics include bare-metal-as-a-service acceleration and virtualized storage. For more insights from industry thought leaders check out: https://nextgeninfra.io/VMware's Project Monterey for SmartNICs - Pensando's perspectiveWednesday, September 30, 2020  Pensando, SmartNICs  Pensando...

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