Alan Weckel

Enterprises and Service Providers Need To Be Discussing the Energy Efficiency and Cost Savings of Implementing a DPU

OPEX and CAPEX Savings Make Adopting DPUs Compelling Design decisions are significantly different for enterprise and SP customers compared to two years ago. Electricity costs have increased considerably, and specific data center locations are power constrained. Increased inflation pressures CAPEX as many components will not return to pre-pandemic pricing. On… Read More »Enterprises and Service Providers Need To Be Discussing the Energy Efficiency and Cost Savings of Implementing a DPU

Active Copper Market Helps Reduce Power Consumption in the Data Center

Recent Increases in Power Cost Creating Concern and Changing Architectures in The Cloud Most Cloud data center designs assume small increases in power costs over the life of a facility. In 2022, Cloud operators struggled to increase power to some facilities, especially in large metro areas, and already played out… Read More »Active Copper Market Helps Reduce Power Consumption in the Data Center

2Q’22 Active Electrical Cable (AEC) Market Update and Long-Term Forecast Results to 2026

In 2Q22, revenues of the Active Electrical Cable (AEC) market were over 700% greater than the year-ago quarter, according to our recently published report.  Our report also includes an updated long-term forecast.  We have maintained our revenue forecast for 2022 and 2023.  For the outer years of our forecast, we… Read More »2Q’22 Active Electrical Cable (AEC) Market Update and Long-Term Forecast Results to 2026

650 Group Launches Data Center Ethernet Switching Report Focused Exclusively on the Cloud Market

Report Covers Arista, Cisco, Juniper, White Box Vendors; Data Center Ethernet Switch Market Shares Differ Materially Between the Cloud and the Enterprise Markets Incline Village, Nev.– Aug. 29, 2022 – According to a newly released report issued by 650 Group, there are unique differences between Ethernet Switches deployed into Clouds… Read More »650 Group Launches Data Center Ethernet Switching Report Focused Exclusively on the Cloud Market

2Q’22 Cloud DC Switching Market and Long-Term Forecast Results

In 2Q22, revenues of the Cloud DC Switching market were 41% greater than the year-ago quarter, according to our recently published report.  Over the last four quarters, the market has consistently grown on a Y/Y basis. Our report also includes an updated long-term forecast.  We have maintained our revenue forecast… Read More »2Q’22 Cloud DC Switching Market and Long-Term Forecast Results

Disaggregated Routing Super Charged in 2022 as DriveNets Raises its Series C Funding

During the first half of 2022, SPs continued to push a dual vendor strategy and shift towards fixed architectures to eliminate complexity.  Fixed 1RU and White Box architectures in Routing (based on Jericho chipset) became enticing to many customers.  There are nearly a dozen white box vendors shipping today across… Read More »Disaggregated Routing Super Charged in 2022 as DriveNets Raises its Series C Funding

Disaggregated Routing Market Forecast to Grow More Than 50% Per Year Over Next Five Years; According to 650 Group

Cloud and Telco SP Driving Trend Towards Software-Based Routing and Disaggregation of ASICs, Hardware, Software, and Optics INCLINE VILLAGE, Nevada, Aug. 24, 2023 – According to a new report published by 650 Group, titled Disaggregated Router Forecast 2021-2026, the worldwide Disaggregated Router market will exceed $4 Billion in revenue by… Read More »Disaggregated Routing Market Forecast to Grow More Than 50% Per Year Over Next Five Years; According to 650 Group

The Need for Speed: How AI and ML Workloads are Forcing Chip Companies to Focus on Acceleration

Workloads Changing the Dynamic of CPUs and Server Architectures as Industry Moves to AI and ML AMD, Intel, NVIDIA Taking Very Different Approaches to Accelerated Computing AMD, Intel, and NVIDIA will be presenting at Hot Chips, and we wanted to get ahead of the show to share our views of… Read More »The Need for Speed: How AI and ML Workloads are Forcing Chip Companies to Focus on Acceleration

US Hyperscalers Cloud Revenue Surges 15% Y/Y in 2Q’22; According to 650 Group

DC Equipment CAPEX Spending Remains Strong Despite Economic Jitters and Supply Constraints  INCLINE VILLAGE, NEV. – Aug. 18, 2022 – According to a newly released report issued by the 650 Group, US Hyperscaler Cloud market revenue grew 15% Y/Y in 2Q22, while the supply chain for Data Center Equipment into Hyperscalers… Read More »US Hyperscalers Cloud Revenue Surges 15% Y/Y in 2Q’22; According to 650 Group