COVID-19 Hits Supply Chain; Demand Varies Based on Vertical and Geography PORTOLA VALLEY, Calif – May 27, 2020 – A newly released report by 650 Group, a leading market intelligence research firm for communications, data center, and cloud markets, indicates that the Ethernet Switch Market declined nearly 10% Y/Y on… Read More »Ethernet Switch Market Contracts to $7B in 1Q20, According to 650 Group
The big ideas unveiled at the conference were twofold. First, Huawei is promoting worldwide open standards as a counter to the likelihood that if it gets cut off from US-influenced technology, it may have to create its own, non-standard technology. Second, the company is promoting “F5G,” which is “fixed 5G,”… Read More »huawei Provides 2020 meeting Update
Microsoft announced that it will acquire Metaswitch, a telecom core software company with deep expertise in IMS Core, automation, containers and cloud-native telecom systems. The acquisition will complement Microsoft’s previously-announced acquisition (April 2020) of packet core and IoT software specialist, Affirmed Networks. Microsoft is positioning itself to become a viable… Read More »Microsoft Intends to Become The Alternative to Telecom Infrastructure with the Metaswitch Acquisition
112 Gbps is one of the most important building blocks for Ethernet Switching, and networking in general, for this decade and today Innovium announced a 25.6 Tbps ASIC based on the technology. 650 Group has been forecasting 112 Gbps in our reports for over three years and are excited to… Read More »Innovium’s TERALYNX 8 kicks off 112 Gbps SERDES Generation of Networking Products
Surge Spending and Different Usage Patterns Change 2020 and 2021 CAPEX Trends PORTOLA VALLEY, Calif. May 5, 2020 — According to a newly released report issued by founding analysts of 650 Group, the US Hyperscaler Cloud market revenue grew 20% Y/Y in Q1’20 while CAPEX used for Data Center Equipment… Read More »Q1’20 Data Center Equipment CAPEX for the US Hyperscalers Take Different Directions as World Changes Consumption Models
