Technology Analyst and co-founder of 650 Group
At Cisco Live, Cisco announced its next Cloud Scale ASIC. Specifically, it announced it’s 25.6 Tbps (512x56G) ASIC for shipment in early 2021. Cisco became the third vendor to announce a 25.6 Tbps ASIC this year, which we see as a higher volume class of ASIC than 12.8 Tbps ASICs. … Read More »Cisco Joins the 25.6 Tbps ASIC club with new Cloud Scale ASIC
Microsoft acquired Israeli startup, CyberX Labs today in a move that gets Microsoft Azure into the IoT security market. We have been tracking CyberX for a couple years and have generally categorized it as an emerging player in the Operational Technology Access Control (OTAC) market. More recently, it has smartly… Read More »Microsoft Acquires CyberX Labs and Enters the IoT/OT network Security Market
Every day consumers put more data in the Cloud and enterprises increase their utilization of Cloud services to conduct business. The Cloud and the digital content it holds continue to make up an increasing portion of the world’s economy – even more so with COVID-19 causing a rapid shift and… Read More »Network Deployments of MACsec ARE Expanding Inside and Between Data Centers as more Links and Security Concerns are Driving Encryption at All Layers of the Network
Throughout the years, I’ve attended Aruba’s Atmosphere conferences. This year, I missed the in-person connections of the previous years, but Aruba did a great job transitioning over to a virtual event with engaging content…and some green screens. At Aruba’s user conference, Atmosphere, the company informed attendees of its new single-pane,… Read More »HPE Aruba Networks #ATMDigital conference wrap-up
On May 28, 2020, we published a paper that shows our thoughts on the importance of using contract tracing, hotspot tracking, and other services that can decrease the risk to employees who are returning to work after companies open up their doors. Please download this paper for more information. 650_group_may_28_2020_contact_tracing.pdf… Read More »Contact Tracing Using Wi-Fi and Bluetooth to reduce risk as Employees Return to Work
The big ideas unveiled at the conference were twofold. First, Huawei is promoting worldwide open standards as a counter to the likelihood that if it gets cut off from US-influenced technology, it may have to create its own, non-standard technology. Second, the company is promoting “F5G,” which is “fixed 5G,”… Read More »huawei Provides 2020 meeting Update
Microsoft announced that it will acquire Metaswitch, a telecom core software company with deep expertise in IMS Core, automation, containers and cloud-native telecom systems. The acquisition will complement Microsoft’s previously-announced acquisition (April 2020) of packet core and IoT software specialist, Affirmed Networks. Microsoft is positioning itself to become a viable… Read More »Microsoft Intends to Become The Alternative to Telecom Infrastructure with the Metaswitch Acquisition
112 Gbps is one of the most important building blocks for Ethernet Switching, and networking in general, for this decade and today Innovium announced a 25.6 Tbps ASIC based on the technology. 650 Group has been forecasting 112 Gbps in our reports for over three years and are excited to… Read More »Innovium’s TERALYNX 8 kicks off 112 Gbps SERDES Generation of Networking Products
Today’s big news from the FCC is that it will open up 6 GHz to Wi-Fi and other unlicensed uses. The FCC authorizes “1,200 megahertz of spectrum in the 6 GHz band (5.925–7.125 GHz) available for unlicensed use,” and further explains that it authorizes “standard-power devices in 850 megahertz in the 6… Read More »Six Groups of Companies That Benefit From FCC’s Vote To Open Up 6 GHz
Microsoft announced that it had acquired privately-held Affirmed Networks today. This isn’t the first software/services based telecom acquisition it has made, with the 2011 acquisition of Skype being the most prominent one. Other competitors to Microsoft have made forays into the telecom market, including Facebook’s 2014 purchase of WhatsApp, Oracle’s 2013… Read More »Microsoft Acquires Telecom Core Specialist Affirmed Networks
