networking

Data Center AI Networking Surges over 100% Y/Y as InfiniBand and Ethernet Achieve Record Revenues in 1Q23; According to 650 Group

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AI, ML, and HPC Network Bandwidth is Growing over 100% Each Year as the Market is Poised to Exceed $10B in 2027 Incline Village, Nevada – July 18, 2023 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets,… Read More »Data Center AI Networking Surges over 100% Y/Y as InfiniBand and Ethernet Achieve Record Revenues in 1Q23; According to 650 Group

Campus Ethernet Switch NaaS Market Grows over 300% Y/Y to New All-Time High in 4Q22, According to 650 Group

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HPE Aruba’s NaaS Offering Takes Early Market Leadership Position Followed by New Vendor Entrants and Incumbent Vendors Incline Village, Nevada – March 16, 2023 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, campus, data center, and cloud markets, provides unique insight into… Read More »Campus Ethernet Switch NaaS Market Grows over 300% Y/Y to New All-Time High in 4Q22, According to 650 Group

AI/ML to Drive Significant Networking Bandwidth Growth in 2H23 and into 2024

112 Gbps SERDES and 800G to the Server to Help Propel AI/ML Growth During DesignCon 2023, many demos highlighted the 800G ecosystem. Specifically, 112G SERDES-based products will help drive 800G and higher links to the server. Our forecasts in servers indicate that most unit growth over the next five years… Read More »AI/ML to Drive Significant Networking Bandwidth Growth in 2H23 and into 2024

Disaggregated Routing Super Charged in 2022 as DriveNets Raises its Series C Funding

During the first half of 2022, SPs continued to push a dual vendor strategy and shift towards fixed architectures to eliminate complexity.  Fixed 1RU and White Box architectures in Routing (based on Jericho chipset) became enticing to many customers.  There are nearly a dozen white box vendors shipping today across… Read More »Disaggregated Routing Super Charged in 2022 as DriveNets Raises its Series C Funding