Alan Weckel

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

NVIDIA Helping Drive Project Monterey with VMware to Get Hyperscaler Composability into the Enterprise

Current and Future Enterprise Workloads will Benefit From Significant Improvements in Performance and Agility Over the past two to three server purchasing cycles, Hyperscalers have increasingly offloaded functionality from the CPU to the SmartNIC to free up valuable CPU cores.  As a result, hyperscalers provide significant compute directly in the… Read More »NVIDIA Helping Drive Project Monterey with VMware to Get Hyperscaler Composability into the Enterprise

Active Copper Market Poised to take Significant Share of Short Distance Market in the Data Center

AI/ML Workloads and Next-Generation Server Designs to Drive Growth New network architectures and increased server speeds are causing the connectivity market inside the data center to move away from Direct Attach Copper (DAC) to active solutions.  The current DAC technology can’t scale with the speed coming from next-generation server designs… Read More »Active Copper Market Poised to take Significant Share of Short Distance Market in the Data Center

Analysis: Broadcom Plans to Acquire VMware for $61B

Different Scenarios can Play Out for the Networking Industry While the potential Broadcom / VMWare combination could affect many industries, this blog shares our view on its impact on the networking industry.  As an opening thought, this big deal may experience regulatory challenges, considering regulators prohibited Broadcom from acquiring Qualcomm… Read More »Analysis: Broadcom Plans to Acquire VMware for $61B

US Hyperscalers Cloud Revenue Surges over 20% Y/Y in 1Q’22, According to 650 group

Despite Decommits in the Supply Chain, US Hyperscalers Maintain 2022 CAPEX Guidance Incline Village, NV.  May 10, 2022 —  According to a newly released report issued by 650 Group, US Hyperscaler Cloud market revenue grew 23% Y/Y in 1Q’22 while the supply chain for data center equipment into hyperscalers performed unevenly… Read More »US Hyperscalers Cloud Revenue Surges over 20% Y/Y in 1Q’22, According to 650 group