It sounds like Brocade has a classic case of Innovator's Dilemma, the phenomenon coined by Clayton Christensen. At the heart of his book is the issue of how a successful company with established products keeps from being pushed aside by newer, cheaper products that over time, get better and become a serious threat.
It should be on Brocade's reading list, don't you think?
Malavalli: Of course, but listen: Greg and I used to discuss iSCSI all the time and I was telling him it's a nice idea but it's not going to meet the total end requirements of customers in the data center.
Byte and Switch: Can you elaborate on that?
Malavalli: Sure. When the Fibre Channel standard was developed, it was designed to combine network and channel technologies into one hybrid technology that supported both master-slave and peer-to-peer paradigms. This was necessary to provide networking aspects to storage and to provide an I/O channel-networking infrastructure. This did not exist in the IP world, which supported only peer-to-peer connectivity required in the conventional networking environment.
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AI may force enterprises to rewire parts of their data centers so they are fully optimized to run such workloads. The question is do you use Ethernet or InfiniBand?
