5 Year Forecast Reveals SD-WAN Market to Double in Size, Exceed $6B by 2027 Incline Village, NV. March 21, 2023 — According to a newly released report issued by founding analysts of 650 Group, the SD-WAN market grew more than 30% in 4Q22 and will double in size by 2027.… Read More »SD-WAN Market Reaches New All-Time High in 4Q’22, According to 650 Group
Market Poised to Exceed $50 B in 2027; Data Center Switching Records from Cloud and Hyperscalers AI Build outs; Campus Switching Achieves Record Quarter as Supply Chain Problems Ease Incline Village, Nevada – March 8, 2023 – A newly released report by 650 Group, a leading Market Intelligence Research firm… Read More »Ethernet Switch Market Reaches New All-Time High in 4Q22, Exceeding $11 B, According to 650 Group
Integrated Network Fabric Helps Drive Single-Pane of Glass Management and Security to the Edge Today, Extreme announced that it had integrated the company’s network fabric capabilities into its ExtremeCloud SD-WAN platform. Extreme continues integrating and innovating on its Ipanema acquisition and internal efforts to grow its addressable market in the… Read More »Extreme Enhances its “ExtremeCloud” SD-WAN Platform
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
Data Center – $2.5B annualized run rate Driven by DPUs, Inphi, and Innovium acquisitions, Marvell has grown robustly in data center, geared towards the Cloud. Marvell is well positioned to the higher growth portions in the data center. Our research indicates Cloud CAPEX will prioritize AI/ML and DCI in 2023.… Read More »Marvell is Growing Robustly in its Four Core Markets – Highlights Gains During Industry Analyst Day
At the 5G Americas conference, attendees have an opportunity to meet with operators in the North and South American geographies, as well as standards, regulatory and vendor representatives. The four main topics we concentrated on from the conference were US FCC comments, Open RAN, Enterprise Cellular and Cloud. FCC. US… Read More »5G Americas Conference Highlights on Open RAN, Enterprise Cellular and Telco Cloud
Report Covers Arista, Cisco, Juniper, White Box Vendors; Data Center Ethernet Switch Market Shares Differ Materially Between the Cloud and the Enterprise Markets Incline Village, Nev.– Aug. 29, 2022 – According to a newly released report issued by 650 Group, there are unique differences between Ethernet Switches deployed into Clouds… Read More »650 Group Launches Data Center Ethernet Switching Report Focused Exclusively on the Cloud Market
Cloud and Telco SP Driving Trend Towards Software-Based Routing and Disaggregation of ASICs, Hardware, Software, and Optics INCLINE VILLAGE, Nevada, Aug. 24, 2023 – According to a new report published by 650 Group, titled Disaggregated Router Forecast 2021-2026, the worldwide Disaggregated Router market will exceed $4 Billion in revenue by… Read More »Disaggregated Routing Market Forecast to Grow More Than 50% Per Year Over Next Five Years; According to 650 Group
Workloads Changing the Dynamic of CPUs and Server Architectures as Industry Moves to AI and ML AMD, Intel, NVIDIA Taking Very Different Approaches to Accelerated Computing AMD, Intel, and NVIDIA will be presenting at Hot Chips, and we wanted to get ahead of the show to share our views of… Read More »The Need for Speed: How AI and ML Workloads are Forcing Chip Companies to Focus on Acceleration
DC Equipment CAPEX Spending Remains Strong Despite Economic Jitters and Supply Constraints INCLINE VILLAGE, NEV. – Aug. 18, 2022 – According to a newly released report issued by the 650 Group, US Hyperscaler Cloud market revenue grew 15% Y/Y in 2Q22, while the supply chain for Data Center Equipment into Hyperscalers… Read More »US Hyperscalers Cloud Revenue Surges 15% Y/Y in 2Q’22; According to 650 Group
