Alan Weckel

Ethernet Switch Market Reaches New All-Time High in 3Q21, According to 650 Group

Data Center Switching Expands Into Strong 400 Gbps Upgrade Cycle; Campus Switching Records Record Quarter Incline Village, Nevada – December 2, 2021 – 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 grew… Read More »Ethernet Switch Market Reaches New All-Time High in 3Q21, According to 650 Group

Supply Change Shortages – Disaggregated Routing and Fixed Building Blocks Better Suited for 2022

During the summer of 2021, there was optimism that the worst supply chain shortages were behind us, and vendors’ stockpiles of components and chips would be enough to work through the remaining issues.  Instead, early October 2021 saw a worsening of component shortages.  Some vendors saw component cancellations, and we… Read More »Supply Change Shortages – Disaggregated Routing and Fixed Building Blocks Better Suited for 2022

#OCP SUmmit — 200 Gbps to Drive Significant Volumes in 2022

200 Gbps Active Electrical Cable (AEC) to Play Key Role in Current and Next Generation Server Connectivity Server bandwidth continues to explode.  Led by a confluence of next-generation processors, lower process geometry, better software, and the push toward AI, the market is seeing a rapid transition to 50 Gbps, 100 Gbps,… Read More »#OCP SUmmit — 200 Gbps to Drive Significant Volumes in 2022

It’s Time to Talk About Programmable and Accelerated Switching

The market is ready for a new classification of Switching in the Data Center Historically, the portion of the Ethernet switch market geared toward programmability was limited to high-frequency trading (HFT) and some niche Telco use cases. For HFT, Arista and Cisco used a combination of ultra-low latency ASICs and… Read More »It’s Time to Talk About Programmable and Accelerated Switching

Best Laid Plans and Confidence Over the Summer Still Leading to Supply Chain Shortages in 4Q21

Our supply chain checks across the technology and cloud sector continue to turn pessimistic during the early days of October. As a result, orders for semiconductors that were thought to be secured and guaranteed are being cut.  The implications are clear that most segments we track are in for several… Read More »Best Laid Plans and Confidence Over the Summer Still Leading to Supply Chain Shortages in 4Q21

The 800 Gbps Routing Port and 112 Gbps SERDES Technology Generation is Here

Nokia Unleashed Next-Gen Routing with FP5 ASIC On September 21st, Nokia launched the company’s fifth-generation IP routing silicon (FP5).  Along with support for 800 Gbps routing ports, the company also announced new Fixed form factors, which are becoming popular as Routing supports new uses cases around supporting more distributed IP… Read More »The 800 Gbps Routing Port and 112 Gbps SERDES Technology Generation is Here

Marvell to Add Innovium to Its Portfolio to Enhance High-End DC Switching

Marvell to Add Innovium to Its Portfolio to Enhance High-End DC Switching On August 3rd, Marvell announced its planned acquisition of Innovium for $1.1B.  The addition has good synergies.  Innovium had several design wins in the hyperscaler segment and Marvell provides additional scale, desire to expand custom, semi-custom, and merchant… Read More »Marvell to Add Innovium to Its Portfolio to Enhance High-End DC Switching

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

Arista, Cisco, Juniper, White Box, and SONiC Market Shares Differ Materially Between the Enterprise Market and the Cloud Market INCLINE VILLAGE, NEV. – Aug. 26, 2021 – An upcoming report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, provides unique insight into… Read More »650 Group Launches New Data Center Ethernet Switching Report Focused Exclusively on the Enterprise Market

650 Group’s Latest Cloud Market Report Shows US Hyperscalers Set Cloud Revenue and CAPEX Records in 2Q’21

Semiconductor and Supply Chain Shortages Limit Data Center Buildouts Incline Village, NV.  August 23, 2021 —  According to a newly released report issued by the 650 Group, US hyperscaler cloud market revenue grew 43% Y/Y in 2Q21 while the supply chain for Data Center Equipment into hyperscalers performed unevenly due… Read More »650 Group’s Latest Cloud Market Report Shows US Hyperscalers Set Cloud Revenue and CAPEX Records in 2Q’21

Higher Speeds in Ethernet Changing the Top-of-Rack to Server Topologies

Migrating Features to Active Cables to Support Performance and Reliability Traditional enterprise data centers have an Achilles heel – the single TOR per rack architecture.  If that TOR fails, it takes the entire rack offline, and as Microsft recently published, this happens at least 2% of the time in the… Read More »Higher Speeds in Ethernet Changing the Top-of-Rack to Server Topologies