We will take Infiniband, Credo can take Ethernet. Deal?
From Credo's CC:
Okay. That's definitely helpful, thanks. And then just to clarify sort of the landscape you're selling into where some - there is Ethernet and there is some - there is certainly some InfiniBand out there. I mean, just the notion that you guys might at some point serve the InfiniBand market or that wouldn't be a future opportunity and you expect Ethernet to take share versus InfiniBand.
Just color here - some basic color would definitely help us. Thanks.
Dan Fleming
Yes, I think that NVIDIA has done just a fantastic job. I'm not sure if you've seen too many back-to-back quarters like what they reported.
And so, there's no question that the near-term InfiniBand is seeing great success for this the back-end networks within the NVIDIA clusters. With that said, we're involved in many, many AI next-generation deployments, all of which are Ethernet.
And I think if you rely on the market forecasters, they see a very clear coexistence between InfiniBand and Ethernet long term.
I think you can measure it by dollars, you can also measure by ports and the expectation I think is that the number of ports in Ethernet is going to exceed that of InfiniBand sometime in the next few years.
So I think that we remain very bullish on Ethernet within AI clusters, there's no question about the amount of activity. And there's no surprise in the sense that the market is not going to be satisfied with the sole source provider.
With that said, from the standpoint of our ability to do InfiniBand, there's no limitations.
So I can say in the optical space, we work with companies that are delivering both Ethernet and InfiniBand solutions. And as far as the AEC standard would go, it wouldn't be a huge leap for us to develop those cables, we feel like there's a market opportunity.
