Microsoft

What Do Recent Tech Layoffs and 2023 Hyperscaler CAPEX Have in Common?

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?

US Hyperscalers Cloud Revenue Surges over 20% Y/Y in 1Q’22, According to 650 group

Despite Decommits in the Supply Chain, US Hyperscalers Maintain 2022 CAPEX Guidance Incline Village, NV.  May 10, 2022 —  According to a newly released report issued by 650 Group, US Hyperscaler Cloud market revenue grew 23% Y/Y in 1Q’22 while the supply chain for data center equipment into hyperscalers performed unevenly… Read More »US Hyperscalers Cloud Revenue Surges over 20% Y/Y in 1Q’22, According to 650 group

Microsoft Acquires CyberX Labs and Enters the IoT/OT network Security Market

Microsoft acquired Israeli startup, CyberX Labs today in a move that gets Microsoft Azure into the IoT security market.  We have been tracking CyberX for a couple years and have generally categorized it as an emerging player in the Operational Technology Access Control (OTAC) market.  More recently, it has smartly… Read More »Microsoft Acquires CyberX Labs and Enters the IoT/OT network Security Market

Microsoft Acquires Telecom Core Specialist Affirmed Networks

Microsoft announced that it had acquired privately-held Affirmed Networks today.  This isn’t the first software/services based telecom acquisition it has made, with the 2011 acquisition of Skype being the most prominent one.  Other competitors to Microsoft have made forays into the telecom market, including Facebook’s 2014 purchase of WhatsApp, Oracle’s 2013… Read More »Microsoft Acquires Telecom Core Specialist Affirmed Networks

Qualcomm Wi-Fi 6 Event Wrap-up

We attended the Qualcomm Wi-Fi 6 event held in San Francisco today. Representatives from partner companies who attended included HPE Aruba, Cisco, Commscope, Boingo, Netgear, Rivet Networks, AMD, and Microsoft. The principal announcement at the event was that Qualcomm announced its Networking Pro Series Platforms which are focused on Wi-Fi 6 capabilities,… Read More »Qualcomm Wi-Fi 6 Event Wrap-up

Microsoft open sources compression chip design at ocp

We witnessed two significant OCP Summit announcements: a) open sourcing of semiconductor design b) improved server system security. First, Microsoft announced a new compression standard called Project Zipline. The intellectual property for this compression is being made available as open source Verilog (RTL), which will allow others to program semiconductors… Read More »Microsoft open sources compression chip design at ocp

$52B US Top 4 Cloud Market Grows 37% in 2Q18, Highlighted by 46% Y/Y Growth in DC Equipment CAPEX, According to Cloud Report Unveiled by 650 Group

— Cloud market revenue expected to exceed $700B in 2022 as 650 Group First To Provide Comprehensive Analysis of Cloud Infrastructure + Services PORTOLA VALLEY, Calif.  August 20, 2018 —  According to a newly released report issued by founding analysts of 650 Group, Cloud market revenue grew 36% Y/Y in… Read More »$52B US Top 4 Cloud Market Grows 37% in 2Q18, Highlighted by 46% Y/Y Growth in DC Equipment CAPEX, According to Cloud Report Unveiled by 650 Group

​NetApp Industry Analyst Meeting announcements – Google and more flash

There were two main announcements, a new relationship with Google Cloud Platform and a new flash device – the AFF A800. Also, in our interviews with NetApp, we learned about the future of Fibre Channel at the hyperscalers. Google.  Google Cloud Platform now integrates NetApp Cloud Volumes as a drop-down… Read More »​NetApp Industry Analyst Meeting announcements – Google and more flash