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
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
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
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
