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
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
51.2 Tbps Switch ASICs to Drive the Migration to 800 Gbps and 1.6 Tbps Starting in 2H22 NVIDIA continues to drive products and solutions at a rapid pace. They continued to push the boundaries and accelerate the pace of innovation in the data center through the recent GTC announcements. With the… Read More »NVIDIA Starts the Race to 51.2 Tbps with Spectrum-4 Announcement
HPE Aruba’s NaaS Announcements Change the Consumption Model Dialogue with Customers INCLINE VILLAGE, Nevada– March 24, 2022 – An upcoming report by 650 Group, a leading Market Intelligence Research firm for communications, campus, data center, and cloud markets, provides unique insight into the NaaS market for campus/enterprise switching. While Managed… Read More »650 Group Launches Network-as-a-Service (Naas) Report Focused Exclusively on the Campus Ethernet Switch Market
2022/’23 Server Designs to Adopt Higher Speeds and use AEC to Address Server Connectivity The AEC market has entered 2022 with solid momentum. We have many ASIC and cable suppliers entering the market to address a need to replace DAC in higher-speed network designs. As we enter OFC this week,… Read More »Active Electrical CablING (AEC) Makes a Splash at OFC 2022
Hyperscalers Need for Bandwidth will Transition the Cable Market Away from DAC and Towards AECIncline Village, Nevada – March 7, 2021 – An upcoming report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the AEC market will quickly replace the… Read More »650 Group Launches AEC Report Focused on Active Electrical Cables and Semiconductors
400 Gbps Based Router Platforms Projected to Triple in 2022 Incline Village, NV. February 24, 2022 — According to a newly released report issued by the 650 Group, the Service Provider (SP) Routing market will continue to grow through 2026, led by 400 Gbps port growth and continued robust demand for… Read More »SP Routing Market Returns to Growth in 2021 led by Cisco, Juniper, and Nokia’s Robust North American Results, According to 650 Group
According to 650 Group’s recently published report, in 4Q21, revenues of the Application Delivery Controller (ADC) market were 2% greater than the year-ago quarter. For the full year, the market grew modestly. Over the last four quarters, the market has consistently grown on a Y/Y basis. Our report also includes… Read More »4Q’21 ADC Market REPORT with Long-Term Forecast Results
SD-WAN Architectures Becoming Critical to Enterprise Multi-Cloud Deployments, Quarterly revenues for overall market now approaching $1B Incline Village, NV. Feb. 14, 2022 — According to a newly released report issued by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, the SD-WAN market will grow… Read More »SD-WAN Revenue to More Than Double by 2026, Exceeding $6B; According to 650 Group
SD-WAN Subscription and Hardware Revenue to Dominate 2022 Mix The SD-WAN market exited 2021 with record hardware and subscription revenue. In addition, the market continued to benefit from many customers pulling in house their digital transformation projects and becoming more reliant on multi-cloud environments that embrace premises, colocation, and cloud-based applications.… Read More »SD-WAN Market enters 2022 Poised for Strong Growth
