It's all at the big cloud service providers. Not as much focused on the physical network (as originally imagined), but in the overlay networks. Seethe various DPUs like Intel IPU, Nvidia/Mellanox Bluefield, etc. Nvidia DOCA even uses OvS as the sort of example out of the box software to implement networking on Bluefield. When your controller is Arm cores 5 cm away on the same PCB doing per connection setup is no longer as absurd ;)
There's a theory that changing regulation Q to uncap interest rates on savings accounts had more to do with ending stagflation than the fed funds rate hikes.
I'm not smart enough to fully evaluate if that's true, but it was an interesting theory to me at least.
Aren't chips + memory constrained by process + reticle size? And therefore, how much HBM you can stuff around the compute chip? I'd expect everyone to more or less support the same model size at the same time because of this, without a very fundamentally different architecture.
Nicira or NVP?
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