HPE

Wireless LAN – NaaS Market Grows Nearly 100% Y/Y to New All-Time High in 1Q’23; According to 650 Group

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HPE Aruba’s NaaS Offering Takes Early Market Lead Followed by New Vendor Entrants and Incumbent Vendor Offerings Incline Village, Nevada – July 31, 2023 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, campus, data center, and cloud markets, provides unique insight into… Read More »Wireless LAN – NaaS Market Grows Nearly 100% Y/Y to New All-Time High in 1Q’23; According to 650 Group

AMD/Pensando Highlight Gains in Smartswitch Market at AMD Data Center & AI Technology Premiere Day

Smartswitch/Programmable Switch market expected to grow at over 100% CAGR through 2027 Today, AMD announced a flurry of new data center and AI related products during a session aimed at highlighting Pensando’s progress in the past year since its acquisition. At the time, we felt AMD+Pensando was a good match.… Read More »AMD/Pensando Highlight Gains in Smartswitch Market at AMD Data Center & AI Technology Premiere Day

Satellites and Enterprise Focus at MWC23

At this year’s Mobile World Congress show, two major themes emerged as significant to us: satellites, Managed Service Providers and a pivot to Enterprise markets. First, Samsung, Qualcomm, and MediaTek introduced satellite phone capabilities, following last year’s announcements by Apple and Starlink/T-Mobile USA’s entry to the satellite markets. Yes, there… Read More »Satellites and Enterprise Focus at MWC23

Aruba HPE Expands CX Data Center/Campus switch Lineup — Intros Fabric Composer

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

Ethernet Switch Market Surges Past $31B in 2018, According to 650 Group

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Enterprise and Data Center Switching markets shatter old records Portola Valley, California – Feb. 26, 2019 – 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 10% Y/Y on strong campus and… Read More »Ethernet Switch Market Surges Past $31B in 2018, According to 650 Group

WDC Analyst Meeting Update; reiterating the 10x cost differential between HDD and Flash

Western Digital Corporation, also known as WDC, held its investor meeting yesterday.  We highlight four important disclosures: (a) it expects HDD to survive, despite flash’s advantages, (b) WDC’s plans to use RISC and launch a new memory interface, (c) an update on current business trends, and (d) the company’s plans… Read More »WDC Analyst Meeting Update; reiterating the 10x cost differential between HDD and Flash

802.11ax Will Boost Enterprise Wireless LAN Market, Driven by IoT and Expansion of Cloud Managed Services Highlights 5 Year Forecast; According to 650 Group

Portola Valley, California – July 2, 2018 – A newly released report by 650 Group reveals strong forecasted growth in the Enterprise plus Outdoor Wireless LAN market.  Emerging 802.11ax technology is expected to experience rapid adoption, with a first wave of shipments beginning in 2018, followed by a second wave of products… Read More »802.11ax Will Boost Enterprise Wireless LAN Market, Driven by IoT and Expansion of Cloud Managed Services Highlights 5 Year Forecast; According to 650 Group

200 Gbps and 400 Gbps to have Material Impact on Ethernet Switch Market in 2018, According to 650 Group 800 Gbps to Ramp Early Next Decade

Portola Valley, California – January 16, 2017 – A newly released market leading report by 650 Group indicates that 200 Gbps, 400 Gbps, and 800 Gbps will all ship in the next five years resulting in robust growth for the Ethernet Switch Market. ​“The first wave of 200 Gbps and 400… Read More »200 Gbps and 400 Gbps to have Material Impact on Ethernet Switch Market in 2018, According to 650 Group 800 Gbps to Ramp Early Next Decade