The Hyperscaler Procurement Playbook, Reverse-Engineered from Public Filings
I get asked a version of this question several times a year. "How do the hyperscalers actually buy optical modules — what are they doing that we should be doing?
I get asked a version of this question several times a year. "How do the hyperscalers actually buy optical modules — what are they doing that we should be doing?
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
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
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
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
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.
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
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.
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
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.