Broadcom

Massive June-July 2024 Announcement Slate Pushes Ethernet into Dominant Position in AI Networking

Arista, Broadcom, Cisco, DriveNets and NVIDIA All Message the Growing Importance of Ethernet Products The past two months were busy for AI Ethernet Providers, with announcements showcasing new products and providing historical revenue growth forecasts. Overall, the announcements highlight the long-term growth of AI Networking into a $30+B market by… Read More »Massive June-July 2024 Announcement Slate Pushes Ethernet into Dominant Position in AI Networking

Merchant Silicon Market Dominated by Broadcom and Marvell in 2023, According to 650 Group

  • by

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

Choosing InfiniBand or Ethernet? Ethernet-based AI Networking to grow at over 100% CAGR

DriveNets Highlights AI/ML Network Performance at a High Scale, with Broadcom’s Jericho 2C+ and Jericho 3-AI. DriveNets has announced that its Network Cloud-AI software, supporting Broadcom’s Jericho 3-AI-based white boxes and Ramon 3 chipset, is now available for order and also revealed some very impressive performance results.  One of the… Read More »Choosing InfiniBand or Ethernet? Ethernet-based AI Networking to grow at over 100% CAGR

Data Center Ethernet Switch Market for the Cloud Reaches New All-Time High in 4Q’22, Exceeding $11 B in 2022; According to 650 Group

  • by

Arista, Cisco, Juniper, White Box, Market Shares Differ Materially Between the Cloud Market and the Enterprise Market Incline Village, Nevada – April 18, 2023 – According to a newly released report issued by 650 Group, revenue for the Data Center Ethernet switch market for the cloud surpassed $11B in 2022,… Read More »Data Center Ethernet Switch Market for the Cloud Reaches New All-Time High in 4Q’22, Exceeding $11 B in 2022; According to 650 Group

Merchant Silicon Market Dominated by Broadcom and Marvell in 2022; According to 650 Group

  • by

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

Analysis: Broadcom Plans to Acquire VMware for $61B

Different Scenarios can Play Out for the Networking Industry While the potential Broadcom / VMWare combination could affect many industries, this blog shares our view on its impact on the networking industry.  As an opening thought, this big deal may experience regulatory challenges, considering regulators prohibited Broadcom from acquiring Qualcomm… Read More »Analysis: Broadcom Plans to Acquire VMware for $61B

Wireless LAN Infrastructure Semiconductor Lead Times Remain Elevated, According to 650 Group

Enterprise WLAN Systems Shipments Grew 4% Y/Y 4Q21, on Double-Digits Chip Orders Growth Incline Village, Nevada – March 9, 2022 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the Wireless LAN (WLAN) Infrastructure Semiconductor primary… Read More »Wireless LAN Infrastructure Semiconductor Lead Times Remain Elevated, According to 650 Group