Ibhizinisi lobuchwepheshe obuphezulu eligxile ocwaningweni nasekuthuthukisweni kwezokuxhumana kanye nokukhiqizwa kwefiber optical.
Ulimi
Ibhizinisi lobuchwepheshe obuphezulu eligxile ocwaningweni nasekuthuthukisweni kwezokuxhumana kanye nokukhiqizwa kwefiber optical.
Ukuphakama kwegagasi kuphakamisa zonke izikebhe, kodwa isikebhe esisodwa sigibele igagasi eliphakeme kancane futhi lokho kuyi-switch ye-Nvidia's Spectrum-X Ethernet kanye ne-DPU combo, esiphenduke inethiwekhi ethandwayo yamanethiwekhi asemuva okuxhumanisa amaqoqo e-AI afinyelela ngaphezu kwesizinda se-rackscale yendwangu yenkumbulo yokusebenza ephezulu ye-NVSwitch ethengiswa ngu-Nvidia.
Ubukhulu bokugxuma kwe-Nvidia Ethernet buyamangaza, njengoba nje bekulokhu kugxuma ku-Nvidia eminyakeni emibili edlule.
I-Cisco Systems isengumphakeli ovelele wamaswishi e-Ethernet yonkana isikhungo sedatha, unqenqema, nekhampasi, kodwa mhlawumbe hhayi isikhathi eside uma kubhekwa isidingo esilindelekile samaqoqo e-AI eminyakeni ezayo. Ibhizinisi le-Ethernet likaNvidia manje selilikhulu kunele-Arista Networks, ebilokhu ibamba i-Cisco ku-datacenter kule minyaka eyishumi nengxenye edlule futhi obekuhloswe ngayo ukwephula ama-dollar ayizigidi eziyizinkulungwane eziyi-10 ekuthengisweni ngonyaka olandelayo, eminyakeni emibili ngaphambili kunokuba bekuhlelile ubhedu bayo obuphezulu. Futhi ngisho nokutholwa kweJuniper okusanda kuqedwa, i-HPE Networking ethukuthele izoba nenkinga yokubamba i-Nvidia kudathacenter ngisho nangaphezu kokubili uCisco no-Arista.
Ake sidlule izinombolo ezivela ku-IDC mayelana nemakethe yokushintsha i-Ethernet yekota yesibili ka-2025, esiye sayithuthukisa njengenjwayelo ngezilinganiso zethu, bese singena kudathacenter esigxile kuyo lapha e-The Next Platform. (Izilinganiso zethu ziboniswa ngamagama abhalwe ngokugqamile abomvu kumathebula angezansi, njengenjwayelo.)
Ngekota kaJuni, i-IDC ibheka ukuthi izinkampani emhlabeni jikelele zithenge ama- $ 14.51 ezigidigidi zonyaka wokushintsha i-Ethernet, okuwukunyuka ngamaphesenti angama-42.1 kusukela esikhathini sonyaka odlule kanye namaphesenti angama-23.9 ngokulandelana ukusuka ku-Q1 2025.
Ukushintsha kuyaqhuma, futhi kunethuba lokuthi umzila ungase, futhi, njengoba ama-datacenter exhunywe ukwenza imilobo emikhulu yeqoqo le-AI.
I-IDC ithe ezitatimendeni ezihambisana nezinombolo zayo iCisco inamaphesenti angama-32.9 okuthengiswa kwe-router, okufika ku-$1.16 billion, nokunyuka ngamaphesenti angu-17.7 unyaka nonyaka. Lokhu kusho ukuthi i-Cisco ikhula ngokushesha kunemakethe ye-router ngokubanzi. Ngokukhula kwamaphesenti angu-13.3 kuphela, i-Huawei, ku-$ 1.08 billion ekuthengisweni kwe-router, ikhula kancane kunemakethe. Asilwazi ucezu lukaJuniper lokuzulazula, kodwa ngemuva kokutholwa kwe-HPE ngokungangabazeki kuzoshiwo embikweni olandelayo, okuzoba ngekota yokuqala egcwele ukuthi iJuniper ibe yingxenye ye-HPE.
I-Switcheo Entsha
Nansi inkambiso yomlando yemali engenayo eshintshwayo ye-Ethernet ngomthengisi i-IDC ehlanganisa ikota ngayinye, nezinombolo ze-Q2 ezifakwe kuzo:
I-Q1 yayibukeka ithambile, njengoba siyibona manje, kodwa yayingeyona into engavamile. Ikota yokuqala yanoma yimuphi unyaka ivame ukuba buthaka kunekota yesine yanoma yimuphi unyaka odlule. Kungezikhathi zokuthuthuka lapho lokhu kungenzeki njalo.
Ishadi lebha estakiwe, ngokwencazelo, linzima ukudlulisa ulwazi lwe-trendline ezingeni eliyimbudumbudu, yingakho izinkampani zilisebenzisa. Ikunikeza umuzwa wedatha, kodwa hhayi njengesethi ende yemigqa yangempela edlula isigaba. Ngakho-ke nakhu esicabanga ukuthi kuwukubonwa okungcono, okunomzila omude wedatha, ukukusiza ubone amathrendi:
I-Cisco isengumthengisi omkhulu we-Ethernet switch gear, ebiza ama-dollar ayizigidi eziyizinkulungwane ezingu-3.96, kodwa ikhula cishe ingxenye yesine ngokushesha njengemakethe iyonke ngoba ayitholi mnyakazo omkhulu kunethiwekhi ye-AI. Okungenani ayiqhathaniswa ne-upstart Nvidia. Ngaphezu kwalokho, u-Arista unikeza i-Cisco usizi emakethe yokushintsha i-campus lapho ike yaba ne-hegemony amashumi eminyaka - nakuba kungeyona usizi oluningi njengoba u-Ullal & Co bebenethemba, sicabanga. (Lezi zinto zithatha isikhathi.)
I-Nvidia, ethengisa kuphela i-datacenter Ethernet switching gear, manje ayikho nje kancane ngaphambi kuka-Arista, kodwa kancane kakhulu. Ngekota kaJuni, sicabanga ukuthi ngokusekelwe kuzitatimende ze-IDC zokuthi i-Nvidia ine-$2.26 yezigidigidi ekuthengisweni kwe-Spectrum switch, ikhuphuke ngenani elingu-7.5X uma kuqhathaniswa nekota yonyaka odlule.
U-Arista, kuyathakazelisa ukuthi akazange akhule ngokushesha njengesilinganiso esiphakanyiswe kakhulu yisakhiwo esikhulu se-AI esakhiwe nguNvidia - futhi saklanywa ngobuhlakani eminyakeni eyishumi edlule, singase sengeze - sibe nokuthengiswa kwe-Ethernet okushintshile kwama-dollar ayizigidi eziyizinkulungwane eziyi-1.83, kwenyuke “kuphela” ngamaphesenti angama-33.5 unyaka nonyaka futhi kwenyuke “kuphela” ngamaphesenti ayi-12.4 ngokulandelana ngokulandelana.
UHuawei ubeno-$1.2 billion ekuthengisweni kwe-Ethernet switch, ekhuphuke ngamaphesenti angu-2 kusukela esikhathini sonyaka odlule kodwa ikhuphuke ngamaphesenti angama-77.6 ngokulandelana isuka ku-Q1 embi kakhulu. Abanye abathengisi, okuhlanganisa abakhiqizi bokuqala bokuklama abenza amagiya enziwe ngokwezifiso ama-hyperscaler, abakhi bamafu, ama-telcos, nabahlinzeki besevisi abakhulu, babalelwa ku-$4.58 billion, bakhuphuke ngamaphesenti angu-42.5 futhi bahambisana nemakethe iyonke.
