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
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
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 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
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
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
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
Hardware and Software Markets to Evolve Differently as SONiC Support Increases in the Ecosystem INCLINE VILLAGE, Nev., May 10, 2021 – According to a new report published by 650 Group, titled SONiC Market Forecast 2020-2025, the worldwide market for SONiC in Data Center Switching will exceed $4 Billion in revenue… Read More »SONiC Market to Exceed $4B in 2025 for Data Center Switching; According to 650 Group
800 Gbps to Start the Transition to Co-packaging and Onboard Optics as Ethernet Switch ASICs race to 51.2 Tbps and 102.4 Tbps INCLINE VILLAGE, Nevada, April 26, 2021 – According to a new report published by 650 Group, titled 800 Gbps Forecast 2020-2025, the worldwide market for 800 Gbps Switching… Read More »800 Gbps Switching, Routing, and DCI Market Opportunity to Exceed $10B in 2025; According to 650 Group
4Q’20 Results Mixed; Data Center Switching Hits New Record While Campus Switching Contracts Y/YINCLINE VILLAGE, Nev. – March 3, 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 declined nearly 2%… Read More »Ethernet Switch Market Contracts 2% Y/Y in 2020, According to 650 Group
