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News from 650 Group
Optical Transport Equipment Market Experienced Modest Year-Over-Year Decline in 1Q’25
Following Nokia’s Acquisition of Infinera, Four Vendors Represent the Vast Majority of Revenues Incline Village, NV. May 20, 2025 — In a newly released report, 650 Group highlights that the 1Q25 Optical Transport Equipment market experienced a single-digit decline compared to year-ago revenues. The top five vendors in 1Q’25 included… Read More »News & Resources
Mobile Radio Access Network Market Nearly Flat Year-Over-Year in 1Q25
Significant Growth in North America Offset By Declines In Other Regions Incline Village, NV. May 20, 2025 — In a newly released report, 650 Group highlights that the Mobile Radio Access Network (RAN) infrastructure market experienced a slight decline in Q1 2025 compared to year-ago revenues, stabilizing after two years… Read More »News & Resources
US Hyperscalers Provide Record Data Center CAPEX Guidance in 2025
2025 Data Center Build-Outs to Set AI/ML Records; Enterprise Market for Data Center Equipment to Show Modest Growth INCLINE VILLAGE, NV. Feb. 13, 2024 — According to an upcoming report issued by founding analysts of 650 Group, US Hyperscaler Cloud market revenue and CAPEX will surge to record highs in… Read More »News & Resources
650 Group Forecasts Automated Frequency Coordination (AFC) System Market
United States and Canada Markets Expected To Drive Growth, According to 650 Group INCLINE VILLAGE, Nev. – Sep. 26, 2024 – A newly released Market Intelligence Research report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates the Automated Frequency Coordination (AFC)… Read More »News & Resources
Low Earth Orbit Satellite Broadband Taking Share from Fixed Broadband; According to 650 Group
SpaceX’s Starlink and Other Future LEO Services Are Emerging Disruptors to Rural Markets Incline Village, NEV.– Sept. 10, 2024 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, campus, data center, and cloud markets, provides unique insight into the Broadband Satellite Market. The… Read More »News & Resources
Enterprise Wireless LAN Market Poised to Recover in 2025
First Half 2024 Experienced Inventory Corrections Which Are Abating in Second Half, According to 650 Group Incline Village, NEV. – Sept. 9, 2024 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the Enterprise Wireless LAN… Read More »News & Resources
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For those skeptical about space-based cellular communications, I’d like to share a press release from @AST_SpaceMobile CEO @AbelAvellan that explains its progress in using 850 MHz spectrum from @ATT and @Verizon to cover the US. #6G @650Group
📈 @jpmorgan analysts foresee further upside potential for $SMCI stock as it maintains its leadership position in the AI compute market. 🚀
And based on @650Group ‘s estimates that the AI server market is expected to balloon from $41 billion in 2023 to $283 billion by 2028, the…
New solution from Nametag targets AI-generated deepfake security threats
Nvidia CEO Jensen Huang makes the point that AI computing has accelerated at a faster rate than “Moore’s Law” and shows the progress on a chart @nvidia #GTC2024 @650Group
