Our take on the US tariff war is that uncertainty reigns today, which will probably result in forecast cuts for many of the companies we research. The longer the trade war continues, the more forecasts will be cut until we reach a steady state. We will have to respond with… Read More »Golden Screw Unavailable and Full Capacity Not Possible
Significant Y/Y Progress with No Significant Delays in 800 Gbps, 1.6 Tbps, and 200 Gbps SERDES Once again, OFC 2025 was a great show held in San Francisco this year. We saw more exhibitors and people on the show floor, looking at the prize for AI/ML spending. Vendors focused on… Read More »OFC 2025: Bring on the CPO and Extend the Copper
First Delivery of Silicon Indicates Technology Innovation Cycles are Accelerating The innovation and product cycles for Cloud infrastructure continue to push the limits of all technologies as Hyperscalers push AI to 1M XPU clusters and squeeze out efficiencies in order to scale power. The push towards AI will fundamentally change… Read More »Marvell 2nm to Usher in Next-Generation Platforms to Help Drive AI Workloads
2025 Data Center Build-Outs to Set AI/ML Records; Enterprise Market for Data Center Equipment to Show Modest Growth INCLINE VILLAGE, NV. Feb. 13, 2024 — According to an upcoming report issued by founding analysts of 650 Group, US Hyperscaler Cloud market revenue and CAPEX will surge to record highs in… Read More »US Hyperscalers Provide Record Data Center CAPEX Guidance in 2025
Traditional data center networking bandwidth continues to grow at 30-40% per year. However, the AI/ML networking bandwidth will grow by more than 100% per year for the rest of the decade. In order to keep pace, networking speeds will increase at a more rapid pace through 2030. Early 2024 demonstrations… Read More »1.6 Terabit Ethernet will Drive Next-Generation AI/ML Wave and Accelerate Growth through 2030
AI, ML, and HPC Will Drive Significant Bandwidth Growth and Propel 112 Gbps and 224 Gbps SERDES Technologies Incline Village, Nev. – Aug. 22, 2023 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the Merchant… Read More »Merchant Silicon Market Surges in 1Q’23 Led by Broadcom and Marvell, According to 650 Group
AI took the world by storm early this year, with ChatGPT showing a transformational leap in how humans interact with machines and showing how quickly many parts of life will change with AI. Before 2022, AI was niche, relegated to large research labs, Google’s own TPU efforts, and small deployments… Read More »DriveNets Enters the AI Networking, A Market Expected to Exceed $10B by 2027
Tech Layoffs to Precede Massive AI Arms Race at the Hyperscalers There will be significant changes to Cloud CAPEX as we look throughout 2023. The rapid and considerable news around tech layoffs gives us meaningful insight into the changes as we head into earnings season for the Hyperscalers (Amazon, Apple,… Read More »What Do Recent Tech Layoffs and 2023 Hyperscaler CAPEX Have in Common?
Data Center Switching Achieves Record Revenues from Cloud and Hyperscalers; Enterprise Campus Switching Rebounds as Supply Chain Pressures Ease INCLINE VILLAGE, Nev. – Dec. 1, 2022 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the Ethernet… Read More »Ethernet Switch Market Reaches New All-Time High in 3Q’22, Exceeding $11B, According to 650 Group
DC Equipment CAPEX Spending Remains Strong Despite Economic Jitters and Supply Constraints INCLINE VILLAGE, NEV. – Aug. 18, 2022 – According to a newly released report issued by the 650 Group, US Hyperscaler Cloud market revenue grew 15% Y/Y in 2Q22, while the supply chain for Data Center Equipment into Hyperscalers… Read More »US Hyperscalers Cloud Revenue Surges 15% Y/Y in 2Q’22; According to 650 Group
