2025 Data Center Build-Outs to Set AI/ML Records; Enterprise Market for Data Center Equipment to Show Modest Growth INCLINE VILLAGE, NV. Feb. 13, 2024 — According to an upcoming report issued by founding analysts of 650 Group, US Hyperscaler Cloud market revenue and CAPEX will surge to record highs in… Read More »US Hyperscalers Provide Record Data Center CAPEX Guidance in 2025
Taking Networking Power Consumption to Zero Won’t Allow You to Get More AI Into Your Data Centers With the emergence of AI/ML workloads, there is an industry-wide sense of urgency and panic about how we will power all these new servers. As such, there is tremendous pressure on all equipment… Read More »When Thinking About AI Power Consumption, Networking is the Least of Your Problems
Data Center Upgrade from 400 Gbps to 800 Gbps and AI/ML to Drive Surge in Demand For the past five years, the most popular switch in Cloud data centers was 12.8 Tbps (32 ports of 400 Gbps). Most Hyperscalers and Tier 2 Cloud customers enjoyed the switch’s flexibility as a… Read More »51.2 Tbps to Drive Record-Setting 800 Gbps Volume in 2H’24 and 2025
Enterprise WLAN Market Expected To Rebound Nearly 10% in 2025 as the Transition to Wi-FI 7 Begins Incline Village, Nevada – June 7, 2024 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the Enterprise Wireless… Read More »Cloud-Managed Enterprise Wireless LAN Services Revenues Grew 10% Y/Y; According to 650 Group
Build-Outs to Set AI/ML Records for Year While Traditional Spending Declined Incline Village, NV. Feb. 22, 2024 — According to a newly released report issued by founding analysts of 650 Group, US Hyperscaler Cloud market revenue grew over 10% in 2023. Revenue and CAPEX shifted significantly in 2023 as Hyperscalers,… Read More »US Hyperscalers Continue To Shift CAPEX Towards AI/ML During 2023
650 Group Weighs in on SONiC cloud networking for Network World Aviz Networks this week has taken further steps to get SONiC open networks ready for enterprises to chase their #AI infrastructure and multi-cloud goals in and outside data centers. This means that as the technology matures, the market makes… Read More »SONiC Moving Past the Early Adopter Stage
HPE Portfolio Will Now Span Super Computing, Servers, Storage, Campus Networking, Security, and Internet Routing with a big focus on AI/ML Today, HPE announced its intent to acquire Juniper. The deal is expected to close in late 2024 or early 2025. Once the deal closes, HPE plans to have Rami… Read More »HPE Plans to Acquire Juniper for $14 B in Cash
Ethernet Switches Deployed into AI/ML Use Case Expected to Exceed $10B by 2028; Grow at over 100% CAGR 2023 saw robust AI/ML networking growth, with InfiniBand and Ethernet networking surging. AI/ML deployments rapidly increased throughout the year as operators built out massive training clusters and began deploying inference engines to… Read More »Arrcus Highlights Strong AI/ML platform for Ethernet Switches
Big developments for enterprise edge cloud here. 650 Group’s quarterly coverage of the fast growing adoption of the SONiC operating system as part of the data center market over the past two years has pointed to big industry developments like this: Aviz Networks and Cisco making it easier for customers… Read More »Aviz and Cisco Come Together with SONiC
Multi-Gigabit Technology (2.5 Gbps/5.0 Gbps), Contract Renewals and Subscriptions Key to 2H’23 and 2024 Market Performance Incline Village, Nevada – Aug 30, 2023 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, campus networking, and cloud markets, indicates that the Enterprise/Campus Ethernet Switch… Read More »Campus Switch Market Surges over 50% Y/Y, Reaches New All-Time High in 2Q’23; According to 650 Group
