51.2 Tbps Switch ASICs to Drive the Migration to 800 Gbps and 1.6 Tbps Starting in 2H22 NVIDIA continues to drive products and solutions at a rapid pace. They continued to push the boundaries and accelerate the pace of innovation in the data center through the recent GTC announcements. With the… Read More »NVIDIA Starts the Race to 51.2 Tbps with Spectrum-4 Announcement
Data Center Switching Expands Into Strong 400 Gbps Upgrade Cycle; Campus Switching Records Record Quarter Incline Village, Nevada – December 2, 2021 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the Ethernet Switch Market grew… Read More »Ethernet Switch Market Reaches New All-Time High in 3Q21, According to 650 Group
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
Arista, Cisco, Juniper, White Box, and SONiC Market Shares Differ Materially Between the Enterprise Market and the Cloud Market INCLINE VILLAGE, NEV. – Aug. 26, 2021 – An upcoming report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, provides unique insight into… Read More »650 Group Launches New Data Center Ethernet Switching Report Focused Exclusively on the Enterprise Market
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
Profits Remain Elusive as Cloud Providers Target Revenue Growth over Profitability INCLINE VILLAGE, NV, Feb. 22, 2021 – According to a new report published by 650 Group, titled: IaaS Hyperscaler SWOT Report 2020-2025, IaaS revenue grew to over $100 B in 2020 and $50 B in Capital Expenditures for data… Read More »New 650 Group Cloud Report: IaaS Generated $200,000 in Revenue Every Minute of 2020 as Amazon AWS, Microsoft Azure, and Google GCP Outpaced the Overall Market
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
On December 7th, Juniper’s announced its plan to acquire Apstra. The deal is expected to close in 1H’20. Apstra, founded 2014, boasts numerous customer success stories in large enterprises, service providers, and even reaches into the mid-sized customer segment. Cutting down complexity by automating data center operations is an immediate… Read More »650 Group Take: Juniper’s Announced AcQuisition of Apstra – A Move to Software, Day 2 Operations, Automation
tAruba HPE has taken a forward thinking approach to data centers and virtualized infrastructure while rounding out its solutions. Extending Greenlake into the campus and extending Aruba into the data center. The company this week has added new entrants to its family of CX Ethernet switches for Leaf and Spine network… Read More »Aruba HPE Expands CX Data Center/Campus switch Lineup — Intros Fabric Composer
COVID-19 Hits Supply Chain; Demand Varies Based on Vertical and Geography PORTOLA VALLEY, Calif – May 27, 2020 – A newly released report by 650 Group, a leading market intelligence research firm for communications, data center, and cloud markets, indicates that the Ethernet Switch Market declined nearly 10% Y/Y on… Read More »Ethernet Switch Market Contracts to $7B in 1Q20, According to 650 Group
