hyperscaler

Disaggregated Routing Market Forecast to Grow More Than 50% Per Year Over The Next Five Years; According to 650 Group

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Cloud and Telco Service Provider Drive Trend Towards Software-Based Routing and Disaggregation of ASICs, Hardware, Software, and Optics INCLINE VILLAGE, Nevada, April 5, 2023 – According to a new report published by 650 Group, titled Disaggregated Router Forecast 2022-2027, the worldwide Disaggregated Router market will exceed $5 Billion in revenue… Read More »Disaggregated Routing Market Forecast to Grow More Than 50% Per Year Over The Next Five Years; According to 650 Group

SONiC Market to Exceed $8B in 2027 for Data Center Switching; According to 650 Group

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Aviz emerges as the neutral ecosystem leader with its comprehensive and inclusive approach to SONiC enablement for Private and Edge Cloud INCLINE VILLAGE, Nevada, April 3, 2023 – According to a new report published by 650 Group, titled SONiC Market Forecast 2022-2027, the worldwide market for SONiC in Data Center… Read More »SONiC Market to Exceed $8B in 2027 for Data Center Switching; According to 650 Group

Active Copper Market Helps Reduce Power Consumption in the Data Center

Recent Increases in Power Cost Creating Concern and Changing Architectures in The Cloud Most Cloud data center designs assume small increases in power costs over the life of a facility. In 2022, Cloud operators struggled to increase power to some facilities, especially in large metro areas, and already played out… Read More »Active Copper Market Helps Reduce Power Consumption in the Data Center

5G Americas Conference Highlights on Open RAN, Enterprise Cellular and Telco Cloud

At the 5G Americas conference, attendees have an opportunity to meet with operators in the North and South American geographies, as well as standards, regulatory and vendor representatives. The four main topics we concentrated on from the conference were US FCC comments, Open RAN, Enterprise Cellular and Cloud. FCC. US… Read More »5G Americas Conference Highlights on Open RAN, Enterprise Cellular and Telco Cloud

The Need for Speed: How AI and ML Workloads are Forcing Chip Companies to Focus on Acceleration

Workloads Changing the Dynamic of CPUs and Server Architectures as Industry Moves to AI and ML AMD, Intel, NVIDIA Taking Very Different Approaches to Accelerated Computing AMD, Intel, and NVIDIA will be presenting at Hot Chips, and we wanted to get ahead of the show to share our views of… Read More »The Need for Speed: How AI and ML Workloads are Forcing Chip Companies to Focus on Acceleration

MWC 2022 Recap

Hyperscalers, Open RAN, Private 5G and chip announcements were top news at the MWC show in Barcelona last week.  Based on disclosures at the show, Open RAN looks to go commercial in 2023 and 2024, hyperscalers are obtaining contracts to carry an increasing amount of telecom-related workloads, Rakuten Symphony is… Read More »MWC 2022 Recap

Marvell to Add Innovium to Its Portfolio to Enhance High-End DC Switching

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

650 Group’s Latest Cloud Market Report Shows US Hyperscalers Set Cloud Revenue and CAPEX Records in 2Q’21

Semiconductor and Supply Chain Shortages Limit Data Center Buildouts Incline Village, NV.  August 23, 2021 —  According to a newly released report issued by the 650 Group, US hyperscaler cloud market revenue grew 43% Y/Y in 2Q21 while the supply chain for Data Center Equipment into hyperscalers performed unevenly due… Read More »650 Group’s Latest Cloud Market Report Shows US Hyperscalers Set Cloud Revenue and CAPEX Records in 2Q’21