hyperscaler

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

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

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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

Disaggregated SP Router Market – Strong Market Adoption as we head into 2021

Disaggregation has been around in the networking space for nearly a decade, especially in hyperscalers data center Ethernet Switches.  The insatiable demand for bandwidth, control, and cost reductions drove the white box from the Google science project to the dominant consumption model for Ethernet Switching in the hyperscalers.  The high-scale… Read More »Disaggregated SP Router Market – Strong Market Adoption as we head into 2021

Facebook – Robust Search and Social Revenue Growth Counter trend to  Overall Market

Facebook revenue grew robustly in 2Q20, and its CAPEX guidance remained consistent for 2020 compared to previous revisions in the last two quarterly results. Facebook’s results were counter trend to our expectations that many advertisers would pull back spending do to COVID-19 based on lack of supply (no need to… Read More »Facebook – Robust Search and Social Revenue Growth Counter trend to  Overall Market

Google – Revenue Down Y/Y in Search While IaaS Shows Robust Growth

Google, the largest US Hyperscaler by revenue, reported Search and Social results that declined Y/Y for the first time while IaaS revenue grew nearly $1B Y/Y.  We were a little surprised at Facebook’s robust growth compared to Google’s. Google’s results were in line with our overall expectations for Search and… Read More »Google – Revenue Down Y/Y in Search While IaaS Shows Robust Growth

Cloud Revenue Differs Greatly Between Search and IaaS as 2Q20 results Affirm 650 Group Forecast Projections

Over the next five days, we will highlight each of the US Hyperscalers and the results they had during 1H20 and 2Q20. Today we will start with the overall trends in the market. US Hyperscaler revenue grew 20% in 2Q20 compared to a year ago, setting a new record. US trade… Read More »Cloud Revenue Differs Greatly Between Search and IaaS as 2Q20 results Affirm 650 Group Forecast Projections