Cloud

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

Cloud-Managed Enterprise Wireless LAN Services Revenues Grew 38% Y/Y, According to 650 Group

Enterprise WLAN Market Rebounded with 25% growth in 1Q’21, Driven by 197% Y/Y Wi-Fi 6 Revenue Growth INCLINE VILLAGE, Nevada – June 17, 2021 – 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 38% Y/Y, According to 650 Group

SONiC Market to Exceed $4B in 2025 for Data Center Switching; According to 650 Group

Hardware and Software Markets to Evolve Differently as SONiC Support Increases in the Ecosystem INCLINE VILLAGE, Nev., May 10, 2021 – According to a new report published by 650 Group, titled SONiC Market Forecast 2020-2025, the worldwide market for SONiC in Data Center Switching will exceed $4 Billion in revenue… Read More »SONiC Market to Exceed $4B in 2025 for Data Center Switching; According to 650 Group

Extreme Networks Investor Day Highlighted Cloud-Managed and 5G Themes

Extreme Networks held its investor day and highlighted multiple themes.  The company highlighted its Networking-focused Cloud-management capabilities, its large addressable market, how the company can benefit from the 5G market and its pivot to growth markets.  CEO Ed Meyercord addressed Cloud, 5G and artificial intelligence themes.  For us, we thought… Read More »Extreme Networks Investor Day Highlighted Cloud-Managed and 5G Themes

650 Group Report: Multi-Cloud to Drive Significant Workload Growth; Workloads FORECAST TO IncreasE Nearly 500% by 2025

Colocation Providers Have a Key Role in Enterprise Deployment as Well as Future AI and ML Workloads INCLINE VILLAGE, NEV. Feb. 3, 2021 – According to a new report published by 650 Group, titled Workloads and Multi-Cloud Forecast 2020-2025, the worldwide number of workloads being deployed will increase nearly 500%… Read More »650 Group Report: Multi-Cloud to Drive Significant Workload Growth; Workloads FORECAST TO IncreasE Nearly 500% by 2025

Google – Revenue Down Y/Y in Search While IaaS Shows Robust Growth

Google, the largest US Hyperscaler by revenue, reported Search and Social results that declined Y/Y for the first time while IaaS revenue grew nearly $1B Y/Y.  We were a little surprised at Facebook’s robust growth compared to Google’s. Google’s results were in line with our overall expectations for Search and… Read More »Google – Revenue Down Y/Y in Search While IaaS Shows Robust Growth