AWS (Amazon Web Services) grew nearly 30% Y/Y, remarkable results for a $10B a quarter business. 650 Group enterprise interviews indicate that IaaS is the preferred platform for new application development in the new-normal COVID-19 world. We do expect at some point enterprises will move some of these workloads back… Read More »AWS Dominance continues (650 Group cloud report)
Over the next five days, we will highlight each of the US Hyperscalers and the results they had during 1H20 and 2Q20. Today we will start with the overall trends in the market. US Hyperscaler revenue grew 20% in 2Q20 compared to a year ago, setting a new record. US trade… Read More »Cloud Revenue Differs Greatly Between Search and IaaS as 2Q20 results Affirm 650 Group Forecast Projections
Federated Wireless announced that it will offer a managed service that will be offered to enterprises that plan to operate private cellular networks (both 4G and 5G). For companies to use Citizens Broadband Radio Service (CBRS) spectrum (3.5 GHz) in the US market, a service provider called a SAS is… Read More »Federated Wireless Enters Managed Services Market
Today Intel had a major Data Center event in San Francisco. It was a multi-hour announcement showcasing all the different products Intel is/will be launching. Some interesting background that Intel talked about was that only 2% of worlds data has been analyzed and a 5G will be a major driver… Read More »THOUGHTS ON Intel – Data Center Product Launch
Western Digital Corporation, also known as WDC, held its investor meeting yesterday. We highlight four important disclosures: (a) it expects HDD to survive, despite flash’s advantages, (b) WDC’s plans to use RISC and launch a new memory interface, (c) an update on current business trends, and (d) the company’s plans… Read More »WDC Analyst Meeting Update; reiterating the 10x cost differential between HDD and Flash
— Cloud market revenue expected to exceed $700B in 2022 as 650 Group First To Provide Comprehensive Analysis of Cloud Infrastructure + Services PORTOLA VALLEY, Calif. August 20, 2018 — According to a newly released report issued by founding analysts of 650 Group, Cloud market revenue grew 36% Y/Y in… Read More »$52B US Top 4 Cloud Market Grows 37% in 2Q18, Highlighted by 46% Y/Y Growth in DC Equipment CAPEX, According to Cloud Report Unveiled by 650 Group
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
