Technology Analyst and co-founder of 650 Group
Mavenir held its annual analyst event this week and highlighted some important information highlighting its progress in transitioning to a maturing ecosystem player in the telecom equipment industry. The company highlighted its recent Koch Brothers $500M investment; existing investors include Intel/Nvidia and Siris Capital, who remain majority equity holders. The… Read More »Mavenir Hightlights is RAN Progress at its Analyst Meeting
When Cribl announced its monster $200M financing round, we wondered what is coming next for the observability infrastructure company. The company has revealed some of what got investors excited in its fall release (Version 3.2.0) announcements. We think the two most important elements of the fall release announcements include is… Read More »Cribl’s Fall Release Hints At Why It Just Closed a Monster Financing Round
New SaaS-based Entrant, WiteSand, Joined Existing Vendors That Experienced Growth Including Cisco and HPE ArubaIncline Village, Nevada – Sept. 9, 2021 – In a recently published report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, it was revealed that the Enhanced Network… Read More »650 Group Report Highlights the Return to Growth for the Enhanced Network Access Control (ENAC) Market
For many, the DPU is associated with the Smart NIC and the boundary between computing and networking. Therefore it has a finite market size tied to the number of servers and appliances in the market. DPU history focused on offloading the processor with storage, basic security, and virtualization allowed the… Read More »DPU Opportunity Increases With New Market Opportunities In Ran, Security, And Enterprise Workloads
For many, the DPU is associated with the Smart NIC and the boundary between computing and networking. Therefore it has a finite market size tied to the number of servers and appliances in the market. DPU history focused on offloading the processor with storage, basic security, and virtualization allowed the… Read More »DPU Opportunity IncreaseS with New Market Opportunities in RAN, Security, and Enterprise WORKLOADs
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 the… 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
In the world of networking and security, intelligence and attack mitigation means little if it cannot keep pace with the speed of connection and transactions. Many questions can arise as a raft of technologies, some traditional and others new, have entered the market. There is a mix of chips that… Read More »Is Security Bandwidth Keeping Up With Network Bandwidth?
In the world of networking and security, intelligence and attack mitigation means little if it cannot keep pace with the speed of connection and transactions. Many questions can arise as a raft of technologies, some traditional and others new, have entered the market. There is a mix of chips that… Read More »Is Security Bandwidth Keeping up with Network Bandwidth?
