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Q1’20 Data Center Equipment CAPEX for the US Hyperscalers Take Different Directions as World Changes Consumption Models

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Surge Spending and Different Usage Patterns Change 2020 and 2021 CAPEX Trends PORTOLA VALLEY, Calif.  May 5, 2020 —  According to a newly released report issued by founding analysts of 650 Group, the US Hyperscaler Cloud market revenue grew 20% Y/Y in Q1’20 while CAPEX used for Data Center Equipment… Read More »Q1’20 Data Center Equipment CAPEX for the US Hyperscalers Take Different Directions as World Changes Consumption Models

650 Group Finds Data Center Equipment CAPEX for the US Hyperscalers Grows 10% Y/Y in 3Q19

Significant Shift in Buying Patterns of the Tier Two Cloud Causes Massive Fluctuations in the Supply Chain PORTOLA VALLEY, Calif.  Nov. 7, 2019 — According to a newly released report issued by founding analysts of 650 Group, US Hyperscaler Cloud market revenue grew 26% Y/Y in 3Q19 while CAPEX used for… Read More »650 Group Finds Data Center Equipment CAPEX for the US Hyperscalers Grows 10% Y/Y in 3Q19

NetApp Analyst Meeting – Focused on Hyperconverged, All Flash Array and Public Cloud Software

At NetApp’s analyst meeting today, CEO George Kurian sees opportunity in selling HCI (introduced F2Q18, 4-5 months ago), AFA, share-taking in SAN, and public cloud software and services.  Every large customer NetApp talks to, according to Kurian, is using multiple cloud service providers and/or SaaS services and most are using the… Read More »NetApp Analyst Meeting – Focused on Hyperconverged, All Flash Array and Public Cloud Software

OCP Summit 2018 – Disaggregation Theme Dominates

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

Apple announces plans to Accelerate Capital Spending on US-Based Datacenters

Apple Inc. announced plans to accelerate spending in the United States, citing $350 billion of spending over the next five years.  The company has cited recent tax rules and its status as being the largest US taxpayer.  The company specifically earmarked “over $10 billion” for “investments in data centers across… Read More »Apple announces plans to Accelerate Capital Spending on US-Based Datacenters