Some large-scale data center operators like Facebook are still unhappy with the state of Ethernet switching, in terms of performance, power consumption and reliability. The complaints, we note, are from a very small group of companies (primarily network providers of some sort) that have extreme data center needs. These complaints are not shared by most of the enterprise sectors, even financial services.
What may be interesting here is that the complaints come at a time when Juniper is planning to launch its long-heralded Stratus project, which it describes as a “data center fabric.” Certainly cloud computing will increase data center networking requirements for enterprises in general, and that may put more companies into the “extreme” category that find Ethernet switching in its unvarnished form a suitable solution. If so, then Juniper has something good to look forward to, and also likely a lot of future competition.