Ethernet

Upscale AI and NVIDIA partnered to combine Spectrum-X switch silicon with Upscale's SONiC software for scale-out AI Ethernet fabrics.

Dell'Oro Group says Ethernet switch sales in AI back-end networks more than tripled in 2025 and accounted for over two-thirds of AI cluster switch sales.

Supermicro expanded support for AI-RAN and sovereign AI platforms and showed partner deployments and validated server designs at MWC Barcelona.

Weekly roundup covering Wi-Fi 8 and switching silicon, AI power modules, security monitoring releases, and enterprise networking forecasts.

Dell’Oro Group forecasts AI back-end switch spending will exceed $100 billion by 2030 and says Ethernet will dominate scale-up and scale-out.

Dell’Oro Group says campus Ethernet switching rebounded in 2025 but AI component demand pushed prices higher.

Broadcom Inc. introduced an 802.11bn Wi‑Fi 8 AP and Trident X3+ switch with a unified architecture; it was sampling to early access customers.

NVIDIA’s post‑Mellanox influence coincided with Ethernet overtaking InfiniBand in data center switch and port counts, industry reports said.

Mplify detailed expanded Carrier Ethernet certifications and a transition path for MEF 3.0 certified members.

Mplify updated Carrier Ethernet certifications, offering Carrier Ethernet for Business now and targeting Carrier Ethernet for AI in Q2 2026.

Aviz Packet Broker processes VXLAN encapsulation, decapsulation and header stripping to provide visibility for monitoring and security tools.

NVIDIA's Taylor Allison explains how modern network fabrics support large-scale AI workloads and data center GPU clusters.