Cloud

Disaggregated Routing Market Forecast to Grow More Than 50% Per Year Over Next Five Years; According to 650 Group

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

The Need for Speed: How AI and ML Workloads are Forcing Chip Companies to Focus on Acceleration

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

US Hyperscalers Cloud Revenue Surges 15% Y/Y in 2Q’22; According to 650 Group

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

650 Group Launches Series of New Research Reports Focused on the Observability Market

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

650 Group Launches Network-as-a-Service (Naas) Report Focused Exclusively on the Enterprise WLAN 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

SP Routing Market Returns to Growth in 2021 led by Cisco, Juniper, and Nokia’s Robust North American Results, According to 650 Group

400 Gbps Based Router Platforms Projected to Triple in 2022 Incline Village, NV.  February 24, 2022 —  According to a newly released report issued by the 650 Group, the Service Provider (SP) Routing market will continue to grow through 2026, led by 400 Gbps port growth and continued robust demand for… Read More »SP Routing Market Returns to Growth in 2021 led by Cisco, Juniper, and Nokia’s Robust North American Results, According to 650 Group

Best Laid Plans and Confidence Over the Summer Still Leading to Supply Chain Shortages in 4Q21

Our supply chain checks across the technology and cloud sector continue to turn pessimistic during the early days of October. As a result, orders for semiconductors that were thought to be secured and guaranteed are being cut.  The implications are clear that most segments we track are in for several… Read More »Best Laid Plans and Confidence Over the Summer Still Leading to Supply Chain Shortages in 4Q21

Marvell to Add Innovium to Its Portfolio to Enhance High-End DC Switching

Marvell to Add Innovium to Its Portfolio to Enhance High-End DC Switching On August 3rd, Marvell announced its planned acquisition of Innovium for $1.1B.  The addition has good synergies.  Innovium had several design wins in the hyperscaler segment and Marvell provides additional scale, desire to expand custom, semi-custom, and merchant… Read More »Marvell to Add Innovium to Its Portfolio to Enhance High-End DC Switching

650 Group’s Latest Cloud Market Report Shows US Hyperscalers Set Cloud Revenue and CAPEX Records in 2Q’21

Semiconductor and Supply Chain Shortages Limit Data Center Buildouts Incline Village, NV.  August 23, 2021 —  According to a newly released report issued by the 650 Group, US hyperscaler cloud market revenue grew 43% Y/Y in 2Q21 while the supply chain for Data Center Equipment into hyperscalers performed unevenly due… Read More »650 Group’s Latest Cloud Market Report Shows US Hyperscalers Set Cloud Revenue and CAPEX Records in 2Q’21