Cloud Operators Continue to Push for Silicon Diversity as We Enter the 51.2 Tbps Switch Era As we engaged with Cloud Operators over the past two quarters, the shift away from COVID-19 supply constraints and toward next-generation build-outs became apparent in a changing of priorities. In our 4Q reports, one… Read More »AI/ML Networking Driving Need for Silicon Diversity
AI/ML, and HPC to Inspire Significant Bandwidth Growth and Drive 112 Gbps and 224 Gbps SERDES Technologies INCLINE VILLAGE, NEV. – Jan. 31, 2024 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the Merchant Silicon… Read More »Merchant Silicon Market Dominated by Broadcom and Marvell in 2023, According to 650 Group
New Products Include Purpose Built FPcx NPU (Routing Silicon), 7730 SXR Routers, SR Linux Nokia made a big splash of announcements at the company’s SReXperts Americas 2023 earlier this month. True to the company’s heritage, we got a slew of introductions from a new purpose-built NPU (Routing ASIC) to new… Read More »Product Rich Announcements at Nokia’s SReXperts Americas 2023
Combination of AI, ML, and HPC Driving Significant Bandwidth Growth and Propel 112 Gbps and 224 Gbps SERDES Technologies Incline Village, Nevada – April 13, 2023 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the… Read More »Merchant Silicon Market Dominated by Broadcom and Marvell in 2022; According to 650 Group
51.2 Tbps Switch ASICs to Drive the Migration to 800 Gbps and 1.6 Tbps Starting in 2H22 NVIDIA continues to drive products and solutions at a rapid pace. They continued to push the boundaries and accelerate the pace of innovation in the data center through the recent GTC announcements. With the… Read More »NVIDIA Starts the Race to 51.2 Tbps with Spectrum-4 Announcement
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
