Data Center

AI/ML Networking in Data Centers to Exceed $8B in 2027 Led by Infiniband and Ethernet, According to 650 Group

  • by

AI, ML, and HPC Network Bandwidth is Growing over 100% Each Year INCLINE VILLAGE, Nev. – January 31, 2023 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the Data Center and Artificial Intelligence (AI) Networking… Read More »AI/ML Networking in Data Centers to Exceed $8B in 2027 Led by Infiniband and Ethernet, According to 650 Group

Marvell is Growing Robustly in its Four Core Markets – Highlights Gains During Industry Analyst Day

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

Ethernet Switch Market Reaches New All-Time High in 3Q’22, Exceeding $11B, According to 650 Group

  • by

Data Center Switching Achieves Record Revenues from Cloud and Hyperscalers; Enterprise Campus Switching Rebounds as Supply Chain Pressures Ease INCLINE VILLAGE, Nev. – Dec. 1, 2022 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the Ethernet… Read More »Ethernet Switch Market Reaches New All-Time High in 3Q’22, Exceeding $11B, According to 650 Group

Enterprises and Service Providers Need To Be Discussing the Energy Efficiency and Cost Savings of Implementing a DPU

OPEX and CAPEX Savings Make Adopting DPUs Compelling Design decisions are significantly different for enterprise and SP customers compared to two years ago. Electricity costs have increased considerably, and specific data center locations are power constrained. Increased inflation pressures CAPEX as many components will not return to pre-pandemic pricing. On… Read More »Enterprises and Service Providers Need To Be Discussing the Energy Efficiency and Cost Savings of Implementing a DPU

Data Center Interconnect Semiconductor Market to Approach $25 Billion in 2027

  • by

New 650 Group Research Finds that AI Servers, DPUs, CXL and Ethernet Semiconductors will Drive Significant Growth INCLINE VILLAGE, Nevada, November 15, 2022 – According to a new report published by 650 Group, titled Interconnect Semiconductor Market 2022-2027, the worldwide market for the portion of semiconductors used for interconnect in… Read More »Data Center Interconnect Semiconductor Market to Approach $25 Billion in 2027

SONiC Market to Exceed $5B in 2026 for Data Center Switching; According to 650 Group

  • by

Hardware and Software Markets to Evolve Differently as SONiC Support Increases in the Ecosystem INCLINE VILLAGE, Nevada, Sept. 21, 2022 – According to a new report published by 650 Group, titled SONiC Market Forecast 2021-2026, the worldwide market for SONiC in Data Center Switching will exceed $5 Billion in revenue… Read More »SONiC Market to Exceed $5B in 2026 for Data Center Switching; According to 650 Group

650 Group Launches Data Center Ethernet Switching Report Focused Exclusively on the Cloud Market

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

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

Active Copper Market Poised to take Significant Share of Short Distance Market in the Data Center

AI/ML Workloads and Next-Generation Server Designs to Drive Growth New network architectures and increased server speeds are causing the connectivity market inside the data center to move away from Direct Attach Copper (DAC) to active solutions.  The current DAC technology can’t scale with the speed coming from next-generation server designs… Read More »Active Copper Market Poised to take Significant Share of Short Distance Market in the Data Center

US Hyperscalers Cloud Revenue Surges over 20% Y/Y in 1Q’22, According to 650 group

Despite Decommits in the Supply Chain, US Hyperscalers Maintain 2022 CAPEX Guidance Incline Village, NV.  May 10, 2022 —  According to a newly released report issued by 650 Group, US Hyperscaler Cloud market revenue grew 23% Y/Y in 1Q’22 while the supply chain for data center equipment into hyperscalers performed unevenly… Read More »US Hyperscalers Cloud Revenue Surges over 20% Y/Y in 1Q’22, According to 650 group