The Current AI Networking Wave Will Be A Tsunami Of Money By 2027

$230.70. That’s it.

If you take the $34.6 billion that Arista Networks has made in product revenue since it was founded way back in 2004 by Andy Bechtolsheim, David Cheriton, and Kenneth Duda and divide it by the 150 million cumulative ports that it has shipped (with the product ramp really starting in 2010 after the company dropped out of stealth mode in 2009) This is a remarkable number give the fact that Arista has tended to ship very expensive ports that often cost $1,000 or more without services on top of them. …

The Current AI Networking Wave Will Be A Tsunami Of Money By 2027 was written by Timothy Prickett Morgan at The Next Platform.

Shedding old code with ecdysis: graceful restarts for Rust services at Cloudflare

ecdysis | ˈekdəsəs |

noun

the process of shedding the old skin (in reptiles) or casting off the outer cuticle (in insects and other arthropods).

How do you upgrade a network service, handling millions of requests per second around the globe, without disrupting even a single connection?

One of our solutions at Cloudflare to this massive challenge has long been ecdysis, a Rust library that implements graceful process restarts where no live connections are dropped, and no new connections are refused. 

Last month, we open-sourced ecdysis, so now anyone can use it. After five years of production use at Cloudflare, ecdysis has proven itself by enabling zero-downtime upgrades across our critical Rust infrastructure, saving millions of requests with every restart across Cloudflare’s global network.

It’s hard to overstate the importance of getting these upgrades right, especially at the scale of Cloudflare’s network. Many of our services perform critical tasks such as traffic routing, TLS lifecycle management, or firewall rules enforcement, and must operate continuously. If one of these services goes down, even for an instant, the cascading impact can be catastrophic. Dropped connections and failed requests quickly lead to degraded customer performance and business impact.

When Continue reading

Worth Reading 021326

https://blog.apnic.net/2026/02/06/from-roots-to-reach-network-resilience-in-natural-disasters/
When communication networks break down, people cannot report their condition, responders lose situational awareness, and entire communities risk slipping beyond the reach of coordinated assistance. Network failure does not merely accompany disaster — it reshapes the human consequences.

Nuclear is the Most Reliable Path to Affordable Electricity  


Amid this “worldwide” economic backdrop, nuclear energy presents an affordable alternative to unreliable electricity sources like wind and solar. Economically, it makes no sense to abandon working production methods until new ones can replace the existing and future demand. World citizens are facing this reality in higher electricity prices.

https://www.potaroo.net/ispcol/2026-02/ipasn.html
There have been a number of services that allow a lookup of an IP address or Autonomous System Number (ASN) and return information about that IP number resource. The Regional Internet Registries (RIRs) each operate a database that records (among other data items) the number resource and the details of the entity that is described in the relevant number registration record.

The Challenge of Adding Fiber to Poles


On February 5, the FCC issued a Memorandum and Order related to a pole attachment dispute between Comcast and Appalachian Power Company (APCO).

https://blog.apnic.net/2026/02/10/the-current-state-of-rdap/
While whois remains Continue reading

Worth Reading 021226


People often invest in companies not because they think the companies will succeed, but because they think others will invest. Thus, they try to invest before the others do, hoping there will be a greater fool who will pay more than they did.


More than half of CEOs report seeing neither increased revenue nor decreased costs from AI, despite massive investments in the technology, according to a PwC survey of 4,454 business leaders.


DNSSEC promised to secure DNS with cryptographic proof, yet messy rollouts, outages, and hype backlash ruined its reputation.


If you start the query process with an IP address, or an AS Number then you can find details about the current holder of that number resource, including its organisation name. But the reverse query is far more challenging in this database query framework.


Earlier this month, OpenAI introduced a new health focused space within ChatGPT, pitching it as a safer way for users to ask questions about sensitive topics like medical data, illnesses, and fitness.


Let’s start with hosting, and the key point here is that resource pools to host AI agents are not the answer. There are multiple reasons for this, but the main one is Continue reading

The Memory Crunch Pinches Cisco’s Profits

It has taken many years for the AI boom to reach the general ledgers and balance sheets of the world’s largest original equipment manufacturers, and one might say that it has taken particularly long for Cisco Systems, the dominant supplier of switching and routing in the enterprise and traditional telco/service provider spaces as well as a respectable systems supplier with over 90,000 customers using its UCS converged server-switch platforms. …

The Memory Crunch Pinches Cisco’s Profits was written by Timothy Prickett Morgan at The Next Platform.

The Inattention Economy

I need you to try to do something very hard for me. I need you to read this entire blog post. I don’t think it’s going to be hard because I’m going to use big words or highly technical terms. I don’t think it’s going to be hard because of the subject matter. It’s going to be hard because you’re going to get interrupted. In fact, I’m willing to be you got some notification before you ever finished this paragraph.

I didn’t realize just how scattered my attention was until a close friend pointed it out to me. She mentioned that I was always checking my watch for notifications. I didn’t realize it until someone that wasn’t around me all the time saw it. I stepped back and honestly asked myself why I was getting so many notifications. In the back of my mind I knew I was getting too many because when I go on a run my watch won’t stop buzzing with all the things that I don’t even bother to check. That’s when I realized my attention was beyond Continue reading

Introducing Markdown for Agents

The way content and businesses are discovered online is changing rapidly. In the past, traffic originated from traditional search engines, and SEO determined who got found first. Now the traffic is increasingly coming from AI crawlers and agents that demand structured data within the often-unstructured Web that was built for humans.

As a business, to continue to stay ahead, now is the time to consider not just human visitors, or traditional wisdom for SEO-optimization, but start to treat agents as first-class citizens. 

Why markdown is important

Feeding raw HTML to an AI is like paying by the word to read packaging instead of the letter inside. A simple ## About Us on a page in markdown costs roughly 3 tokens; its HTML equivalent – <h2 class="section-title" id="about">About Us</h2> – burns 12-15, and that's before you account for the <div> wrappers, nav bars, and script tags that pad every real web page and have zero semantic value.

This blog post you’re reading takes 16,180 tokens in HTML and 3,150 tokens when converted to markdown. That’s a 80% reduction in token usage.

Markdown has quickly become the lingua franca for agents and AI systems as a whole. The format’s explicit structure Continue reading

Kubernetes Network Observability: Comparing Calico, Cilium, Retina, and Netobserv

Calico, Cilium, Retina, and Netobserv: Which Observability Tool is Right for Your Kubernetes Cluster? Network observability is a tale as old as the OSI model itself and anyone who has managed a network or even a Kubernetes cluster knows the feeling: a service suddenly can’t reach its dependency, a pod is mysteriously offline, and the Slack alerts start rolling in. Investigating network connectivity issues in these complex, distributed environments can be incredibly time consuming. Without the right tools, the debugging process often involves manually connecting to each node, running tcpdump on multiple machines, and piecing together logs to find the root cause. A path that often leads to frustration and extended downtime.

This is the problem that Kubernetes Network Observability was built to solve. By deploying distributed observers, these cloud-native solutions take the traditional flow entries and enrich them with Kubernetes flags and labels to allow Kubernetes users to get insight into the inner workings of their clusters.

This blog post aims to give you a rundown of the leading solutions in the CNCF ecosystem, and compare how they track a packet’s journey across your cluster.

Feature Comparison Matrix

Before diving into the specifics, let’s look at how these four Continue reading

NAN113: What Works, and What Doesn’t, in Network Automation Projects

Today we are joined by Matt Remke, who has spent years in the trenches of network automation projects as a consultant. Matt offers a unique, non-engineer perspective on scaling network automation in real-world, complex environments for some of the world’s largest companies. Matt shares what worked, what backfired, and the hard-earned lessons he has gained... Read more »

netlab 26.02: KinD support, more EVPN/VXLAN

netlab release 26.02 is out, including the usual potpourri of goodies:

  • Support for Kubernetes (KinD) clusters based on work by @wnagele
  • Layer-2 EVPN/VXLAN support on Cat8000v, IOL, and IOLL2
  • netlab graph command can create graphs from a subset of nodes or links
  • You can specify the parameters of core links in the fabric plugin
  • OSPFv3 reports

The fun part, however, are the new container configuration methods:

Read more …

PP096: Taking Note of a Notepad++ Attack; Telnet and NTLM Are Still a Thing?

Everything old is new again in today’s Packet Protector news roundup, as a decade-old Telnet exploit resurfaces, and Microsoft unfolds its roadmap to phase out the ancient NTLM protocol. In other news, Google takes down a sprawling residential proxy network, the popular Notepad++ app takes steps to recover from a serious compromise, and a Polish... Read more »

Cisco Doubles Up The Switch Bandwidth To Take On AI Scale Up And Scale Out

In the modern AI datacenter – really, a data galaxy at this point because AI processing needs have broken well beyond the bounds of a single datacenter or even multiple datacenters in a region in a few extreme cases – has two pinch points in the network. …

Cisco Doubles Up The Switch Bandwidth To Take On AI Scale Up And Scale Out was written by Timothy Prickett Morgan at The Next Platform.

Multicast PIM Auto RP (V)

Multicast PIM Auto RP (V)

In the previous posts in this series, we covered the basics of multicast, IGMP, PIM Dense Mode, and PIM Sparse Mode. In the Sparse Mode post, we manually configured the RP address on every router in the network. This works fine in a small lab, but in a larger network with many routers, it becomes difficult to manage. If the RP changes, you have to update the configuration on every single router.

Multicast PIM Sparse Mode
Sparse Mode only sends traffic to parts of the network that explicitly request it. Routers with interested receivers send Join messages toward
Multicast PIM Auto RP (V)PacketswitchSuresh Vinasiththamby
Multicast PIM Auto RP (V)

AutoRP solves this problem by allowing routers to dynamically learn the RP address. Instead of manually configuring the RP on each router, you configure one or more routers to announce themselves as Candidate RPs. A separate router (or the same as the Candidate RP router) called the Mapping Agent collects these announcements and distributes the RP information to all other routers in the network. This makes RP management much easier and also provides a way to implement RP redundancy.

There are two methods to dynamically learn the RP address, which are Auto-RP and Bootstrap Router (BSR). In this Continue reading

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