hyperscalers procurement market
The Hyperscaler Procurement Playbook, Reverse-Engineered from Public Filings

The Hyperscaler Procurement Playbook, Reverse-Engineered from Public Filings

Rene Fichtmueller / 2026-06-05 / ~4 min read
ols dwdm disaggregation
Open Line Systems Are Winning — Slowly, Reluctantly, Inevitably

Open Line Systems Are Winning — Slowly, Reluctantly, Inevitably

Every major carrier I spoke with in 2020 told me Open Line Systems was a niche play. Maybe useful for greenfield builds, maybe a defensive negotiating tool, maybe interesting for

Rene Fichtmueller / 2026-06-04 / ~4 min read
procurement supply-chain forecasting
Lead Times Tell You More Than Vendor Roadmaps

Lead Times Tell You More Than Vendor Roadmaps

When a module vendor sends you their roadmap slide for the next eighteen months, they're telling you what they want you to plan around. When the same vendor

Rene Fichtmueller / 2026-06-03 / ~4 min read
procurement pricing transceivers
Transceiver List Price Is Fiction. Everyone Knows It. Procurement Still Quotes It.

Transceiver List Price Is Fiction. Everyone Knows It. Procurement Still Quotes It.

I have signed quotes in my procurement file from the same module vendor, for the same SKU, dated the same quarter, that are 38 percent apart. Different buyers. Different volume

Rene Fichtmueller / 2026-06-02 / ~4 min read
dsp coherent procurement
The Last Three Coherent DSP Vendors and What That Costs You

The Last Three Coherent DSP Vendors and What That Costs You

Six coherent DSP houses competed in 2018. Three remain. That's not really three options. It's one option, one second-source, and a negotiating chip. Procurement teams who

Rene Fichtmueller / 2026-06-01 / ~4 min read
InfiniBand AI GPU Clusters Ethernet RDMA RoCE Network Design Data Center NVIDIA Ultra Ethernet
InfiniBand for AI Clusters: Why Ethernet Isn't Enough (Yet)

InfiniBand for AI Clusters: Why Ethernet Isn't Enough (Yet)

Every major AI training cluster runs InfiniBand. The $5 trillion question is whether Ultra Ethernet will change that. The honest answer: not yet, and here's exactly where the gap is.

Rene Fichtmueller / 2026-05-30 / ~3 min read
bgp ripe-atlas bgproutes network-ops
bgproutes.io vs Looking Glass vs RIPE Atlas — Pick Two

bgproutes.io vs Looking Glass vs RIPE Atlas — Pick Two

I get asked variations of this question every quarter. We need BGP visibility — do we use bgproutes.io, run our own looking-glass, or buy a RIPE Atlas anchor? Followed by

Rene Fichtmueller / 2026-05-29 / ~4 min read
BGP Route Leaks RPKI ASPA PeerCortex Internet Infrastructure Network Security Routing Security RFC 9234 NANOG
Route Leaks in 2026: Still Happening, Still Causing Outages

Route Leaks in 2026: Still Happening, Still Causing Outages

BGP route leaks peaked in 2019 and never went away. RPKI validates origins. It doesn't validate paths. ASPA deployment is at 3% of ASNs. Here's what PeerCortex found checking 70,000 networks.

Rene Fichtmueller / 2026-05-29 / ~2 min read
networking monitoring standards
13 Network Health Checks That Should Be Default — But Aren't

13 Network Health Checks That Should Be Default — But Aren't

Every network has a health dashboard. Most of them check three things: ping responds, syslog isn't on fire, BGP sessions are up. That tells you nothing about the

Rene Fichtmueller / 2026-05-28 / ~4 min read
Magatama Security Architecture Open Source TypeScript Fastify Monorepo Platform Engineering Decision Log
Building Magatama: The Architecture Decisions That Hurt

Building Magatama: The Architecture Decisions That Hurt

Magatama is a unified security platform with six pillars. The architecture looks clean now. Three decisions made it painful to get here — two I'd make again, one I'd reverse.

Rene Fichtmueller / 2026-05-28 / ~2 min read
// projects & tools
// about the author
Rene Fichtmueller
Social Networker
20+ years building and breaking networks. Optical transport, peering, data center infrastructure. Writing about the things that go wrong at 2AM — and how to prevent them.