Masked networking costs are coming to AI systems Analysis Moore's Law has run out of gas and AI workloads need massive amounts of parallel compute and high bandwidth memory right next to it - both of which have become terribly expensive. If it weren't for this situation, the beancounters of the world might be complaining about the cost of networking in the datacenter....

Thanks to LLMs, CEO expects to see networks 'back-end and front-end converge' Arista Networks is expecting the AI datacenter industry to be dominated by open standards such as Ethernet or UALink in the near future, and has upped financial forecasts on the back of those hopes....