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
In 2Q22, revenues for the US Hyperscaler market were 15% greater than the year-ago quarter, according to our recently published report. Over the last four quarters, the market has consistently grown on a Y/Y basis. Our report also includes an updated long-term forecast. We have maintained our revenue forecast… Read More »2Q’22 US Hyperscaler Market and Long Term Forecast
Observability Market Expected to Nearly Double to $15B by 2026 Incline Village, Nevada – July 27, 2022 – An upcoming set of research reports by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, provides unique insight into the Observability, Deep Observability, and Observability… Read More »650 Group Launches Series of New Research Reports Focused on the Observability Market
HPE Aruba’s NaaS Announcements Change the Consumption Model Dialogue with Customers Incline Village, Nevada – March 31, 2022 – An upcoming report by 650 Group, a leading Market Intelligence Research firm for communications, campus, data center, and cloud markets, provides unique insight into the NaaS market for enterprise WLAN. The… Read More »650 Group Launches Network-as-a-Service (Naas) Report Focused Exclusively on the Enterprise WLAN Market
