Today, Amazon announced that it will acquire eero, a consumer mesh WiFi equipment company that as of 3Q18 had 13% revenue share. In 3Q18, the consumer mesh WiFi market measured just over $150M, which was up just over 34% Y/Y. The number one player by revenue was NETGEAR in 3Q18,… Read More »Amazon Acquisition of eero Impacts Google, NETGEAR, Linksys, Ubiquiti and TP-Link
— Cloud market revenue expected to exceed $700B in 2022 as 650 Group First To Provide Comprehensive Analysis of Cloud Infrastructure + Services PORTOLA VALLEY, Calif. August 20, 2018 — According to a newly released report issued by founding analysts of 650 Group, Cloud market revenue grew 36% Y/Y in… Read More »$52B US Top 4 Cloud Market Grows 37% in 2Q18, Highlighted by 46% Y/Y Growth in DC Equipment CAPEX, According to Cloud Report Unveiled by 650 Group
We attended the Wi-Fi NOW conference in Redwood City, CA this week and attended some interesting presentations. We are writing about our observations and notes from the Google, Quantenna, Mist Systems and Mojo Networks presentations. Google Station presentation. “GOOGLE STATION: PUBLIC WI-FI TO CONNECT THE NEXT BILLION INTERNET USERS.” … Read More »Wi-Fi NOW Conference: Mojo, Mist, Google, Quantenna
There were two main announcements, a new relationship with Google Cloud Platform and a new flash device – the AFF A800. Also, in our interviews with NetApp, we learned about the future of Fibre Channel at the hyperscalers. Google. Google Cloud Platform now integrates NetApp Cloud Volumes as a drop-down… Read More »NetApp Industry Analyst Meeting announcements – Google and more flash
Keynotes at the NFV World & Zero-Touch Congress in San Jose, California were very interesting today. We share our observations and view of the main themes from these interesting presentations by Nokia, NEC/Netcracker, Google, CenturyTel. The main theme of these presentations, we think, is this: NFV/SDN is now deeply in… Read More »NFV World Congress – Nokia, NEC/netcracker, Google, CenturyTel Highlights
The OCP Summit 2018 hit record attendance and we can can summarize the theme as that of continued disaggregation of network/server functions. Examples of demonstrations, presentations and proposals associated with disaggregation are as follows: Flash/SSD. Project Denali was presented by Microsoft. The idea is it separates SSD controller functions from… Read More »OCP Summit 2018 – Disaggregation Theme Dominates
Broadcom joined both Innovium and Nephos by publicly announcing 12.8 Tbps fabrics with its Tomahawk 3 product line. We love new data center silicon from all vendors, it is something we track closely and we see these as a disruptive technologies to the networking ecosystem and an enabler of next… Read More »Broadcom – Tomahawk 3 joins the race to 400 Gbps
