The Lippis Report

August 10th, 2010

Networking has become “rigid”. Yes I know it’s almost absurd to attribute inflexibility or rigidity to networking. Look what TCP/IP has done for us. There are nearly 2 billion people connected to the internet and according to the Internet World Stats internet user growth rate increased by 380% between 2000-2009. With 2 billion people and growing online, accessing a plethora of applications via a wide range of end-points there is no doubt that the internet and TCP/IP has been a much bigger success than anyone would have imagined back in the early ’90s. But there’s always a give and take between computing and networking where one drives and changes the other. Right now we are in a compute innovation cycle that’s driving a fundamental change in networking which screams out the need for more flexibility.

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July 27th, 2010

In Lippis Report 151: A Two or Three Tier High-End Data Center Ethernet Fabric Architecture? we detailed the new two tier data center Ethernet fabric that is becoming conventional wisdom amongst business leaders of high end data centers and cloud computing service providers. The networking industry is headed for a major innovation and competitive cycle fueled by a multi-billion dollar addressable market for data center network fabrics. Over the last eighteen months, every major Ethernet infrastructure provider has announced or taken a position on two tier network fabrics for high-end data centers. Companies such as Cisco, Arista Networks, Force10, Voltaire, HP/3Com, Juniper, Extreme, Brocade, BLADE Network Technology, et al have announced network fabrics for data centers with two thousand and more servers that either support storage enablement or not. In this Lippis Report Research Note, we review why it is Ethernet that will be the network fabric of high performance computing or HPC and cloud computing deployments.

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May 31st, 2010

In Lippis Report 148 we reviewed the major drivers and trends that are propelling the high-end data center Ethernet switch market to well over a $1B annual run rate. In this Lippis Report Research Note, we review the major suppliers of these switches. We review Cisco, Arista Networks Force10 Networks, BLADE Network Technologies, HP/3Com/H3C, Voltaire, Avaya, Brocade, and Juniper and identify their unique positions and offerings to participants in the burgeoning market. Our focus is the high-end, high density 10GbE switches that are enabling virtualized cloud computing data centers thanks to Terabits per second of back plane switching capacity, billions of packets per second of layer 2/3 forwarding, hundreds of 10GbE port connectivity per chassis, a new two-tier architecture, microsecond level latency, low power consumption, non-stop operation and software hooks that eliminate network barriers to large scale server virtualization. The engineering in these switches should be celebrated, as they represent the state-of-the-art in computer and network design. In short, they represent the fundamental building block of a new generation of IT delivery based upon cloud computing and virtualization. This Research Note is a must read for any IT executive designing a data center.

After finishing this Research Note, it became evident that this market needs a set of industry neural 10GbE switch test to independently verify vendor claims. We hope to make such a contribution this Fall.
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May 17th, 2010

During last week’s Cisco Q3 FY10 quarterly financial conference call, John Chambers, Cisco’s CEO, said something that impressed and shocked me. The company has been quiet about the growth rates for its Nexus line of data center switches until this call. What shocked me was that the Nexus 7000 is now on an annualized run rate of $1B, yes that’s Billion with a B! I remember being interviewed by John Markoff of the NY Times in Jan ’08 about the Cisco’s Nexus and Juniper’s yet to be announced Ethernet switches. In just 27 short months, the Nexus product line including the 7000, 5000 and 2000 represents a $1.4 B run rate of revenue to Cisco. Another insight gained from this ramp up is that the data center networking trends that we’ve discussed here in various Lippis Report Research Notes are powerful demand drivers for Cisco and other companies participating in this lucrative emerging market and its just starting! Companies such as Arista Networks, Force10 Networks, Blade Network Technologies, HP/3Com/H3C, Voltaire, Avaya, Brocade, Juniper, et al, have unique positions and offerings to participants in the burgeoning market. In this Lippis Report Research Note, we review the mega trends driving high market growth. We save a product review of each of the suppliers for our next Lippis Report Research Note.

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May 3rd, 2010

This past Interop in Las Vegas was one of the best I have attended, since even before the economy took a noise dive in 2008. The tone and level of excitement of the industry’s growth potential was refreshingly up beat from the hundreds of IT and vendor executives I talked with. While the size of Interop is a small fraction of what it was in the late 1990s, (70k attendees with over 600 exhibitors to ~ 15K attendees with ~ 200 exhibitors) it still provides a pulse of the networking industry. In fact, Interop has come full circle, back to being a networking event even though it has added other topics. You have to give Dan Lynch credit for creating such a long lasting venue for our industry. Congratulations to Cisco, Arista Networks, HP/3Com, Mallonx for winning best of show in their respective categories and for Arista for winning Best of Interop. In this Lippis Report Research Note I provide the key industry themes that were evident at Interop this year.

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April 19th, 2010

By Voltaire

This paper describes the challenges inherent in existing Ethernet solutions and how Voltaire’s new scale-out Ethernet architecture effectively addresses those challenges. Voltaire’s InfiniBand products and fabric management solutions have been addressing Data center architecture changes for years. Today, Voltaire delivers the fabric for the world’s largest supercomputers, the world’s fastest financial trading platforms, and the world’s most scalable database machines. Soon, Voltaire will extend its product offering to include Converged Enhanced Ethernet CEE switches and software, allowing end users with less demanding performance requirements to benefit from a far more scalable Ethernet fabric that also lowers overall fabric costs, lowers power consumption, has greater efficiencies, and simplifies management.

Find out how by downloading this white paper.