Nyquist Capital » EQIX

Google’s Secret 10GbE Switch

Andrew Schmitt — Fri, 16 Nov 2007 17:30:31 +0000

It is our opinion that Google (GOOG) has designed and deployed home-grown 10GbE switches as part of a secret internal initiative that was launched when it realized commercial options couldn’t meet the cost and power consumption targets required for their data centers.

This decision by Google, while small in terms of units purchased, is enormous in terms of the disruptive impact it should have on 10GbE switching equipment providers and their component supply chains. It is as if a MACHO just arrived in the Enterprise networking business and the orbits of the existing satellites have begun to shift without observers knowing why - until now.

(more…)

Equinix - Proxy for the Internet

Andrew Schmitt — Tue, 06 Nov 2007 18:11:49 +0000

Lane Patterson, Chief Technologist of Equinix (EQIX), shared his thoughts on data centers and the challenges facing his industry at the 2007 Gilder Telecosm conference. He coined the term ‘bitmile’ and shed some light on how application providers such as CDN’s are adjusting their optical transport architectures to optimize cost.

(more…)

LightReading Ethernet Conference Notes

Andrew Schmitt — Thu, 25 Oct 2007 19:01:27 +0000

This is a collection of notes and observations gathered during the LightReading Ethernet Conference that didn’t merit a standalone article. Unless noted, these conclusions were from conversations I had while at the conference, and not the opinions of presenters.

(more…)

Storewidth Bottlenecks - Gilder Telecosm 2006

Andrew Schmitt — Fri, 06 Oct 2006 22:13:54 +0000

This was a very interesting debate among some very heavy hitters who operate data centers about where the bottlenecks are in the data centers, and if the new model of massively distributed computing in one centralized data center is a sustainable model.

(more…)