AI/ML and New Product Announcements Drive Industry Forward NVIDIA’s GTC 2023 was a robust set of hardware and software announcements that pushed AI/ML further into society and helped transform many verticals. The pace of innovation since the last GTC was noticeable, with end-customers making huge improvements because of AI and… Read More »NVIDIA GTC 2023 Unleashed – Accelerate Everything
AI, ML, and HPC Network Bandwidth is Growing over 100% Each Year as the Market is Poised to Exceed $8B in 2027 Incline Village, Nevada – March 8, 2023 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets,… Read More »Ethernet Comprises over 25% of AI/ML Networking in 4Q’22 as Ethernet and Infiniband both Thrived in 2022, According to 650 Group
Data Center Equipment CAPEX Spending Will Adjust to Significantly Lower Memory Pricing Incline Village, NV. Feb, 7, 2023 — According to a newly released report issued by founding analysts of 650 Group, US Hyperscaler Cloud IaaS market revenue will grow nearly 30% Y/Y in 2022 before decelerating in 2023. Memory price… Read More »US Hyperscalers Cloud CAPEX to Prioritize AI in 2023
AI, ML, and HPC Network Bandwidth is Growing over 100% Each Year INCLINE VILLAGE, Nev. – January 31, 2023 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the Data Center and Artificial Intelligence (AI) Networking… Read More »AI/ML Networking in Data Centers to Exceed $8B in 2027 Led by Infiniband and Ethernet, According to 650 Group
Recent Increases in Power Cost Creating Concern and Changing Architectures in The Cloud Most Cloud data center designs assume small increases in power costs over the life of a facility. In 2022, Cloud operators struggled to increase power to some facilities, especially in large metro areas, and already played out… Read More »Active Copper Market Helps Reduce Power Consumption in the Data Center
On December 7th, Juniper’s announced its plan to acquire Apstra. The deal is expected to close in 1H’20. Apstra, founded 2014, boasts numerous customer success stories in large enterprises, service providers, and even reaches into the mid-sized customer segment. Cutting down complexity by automating data center operations is an immediate… Read More »650 Group Take: Juniper’s Announced AcQuisition of Apstra – A Move to Software, Day 2 Operations, Automation
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
Huawei hosted 700 analysts and media participants in Shenzhen China last week to attend its annual analyst summit, nick-named HAS2019. The company’s high-level message was simple – the company is an innovator and is moving down the stack into semiconductors and is partnering with and funding university projects to develop… Read More »Huawei’s Chip Projects Front and Center at Analyst Summit (HAS2019)
Juniper Networks announced plans to acquire Mist Systems for approximately $405M in cash. We think this deal makes sense for Juniper, who can now sell a key technology – WLAN – into its customer base of large and medium enterprises. Valuation of the deal probably fell a bit short of… Read More »Juniper announces plan to Acquire WLAN Vendor, Mist Systems
There were two main announcements, a new relationship with Google Cloud Platform and a new flash device – the AFF A800. Also, in our interviews with NetApp, we learned about the future of Fibre Channel at the hyperscalers. Google. Google Cloud Platform now integrates NetApp Cloud Volumes as a drop-down… Read More »NetApp Industry Analyst Meeting announcements – Google and more flash
