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Routing

HPE Networking Investor Day: Raised Synergies, Segment Growth Targets, and a $1.2B AMD Helios Proof Point

by Chris DePuy, 650 Group / September 30, 2026 Today, we attended HPE’s Networking Investor Day, where the company put numbers on its post-Juniper networking strategy — and, the same morning, backed the story with its first AMD Helios AI Rack order, a $1.2B deal with Vultr. The through-line of… Read More »HPE Networking Investor Day: Raised Synergies, Segment Growth Targets, and a $1.2B AMD Helios Proof Point

Nokia SReXperts and Wavelengths 2026

Nokia Highlights Advancing Connectivity for the AI Supercycle IntroductionNokia’s combined SReXperts and Wavelengths Americas event in San Diego made one point clear. IP and optical are now one architecture, and the AI supercycle is requiring them to make significant investments in their supply chain and manufacturing capabilities to meet customer… Read More »Nokia SReXperts and Wavelengths 2026

Disaggregated Routing Market Forecast to Grow More Than 50% Per Year Over The Next Five Years; According to 650 Group

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Cloud and Telco Service Provider Drive Trend Towards Software-Based Routing and Disaggregation of ASICs, Hardware, Software, and Optics INCLINE VILLAGE, Nevada, April 5, 2023 – According to a new report published by 650 Group, titled Disaggregated Router Forecast 2022-2027, the worldwide Disaggregated Router market will exceed $5 Billion in revenue… Read More »Disaggregated Routing Market Forecast to Grow More Than 50% Per Year Over The Next Five Years; According to 650 Group

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

Disaggregated Routing Market Forecast to Grow More Than 50% Per Year Over Next Five Years; According to 650 Group

Cloud and Telco SP Driving Trend Towards Software-Based Routing and Disaggregation of ASICs, Hardware, Software, and Optics INCLINE VILLAGE, Nevada, Aug. 24, 2023 – According to a new report published by 650 Group, titled Disaggregated Router Forecast 2021-2026, the worldwide Disaggregated Router market will exceed $4 Billion in revenue by… Read More »Disaggregated Routing Market Forecast to Grow More Than 50% Per Year Over Next Five Years; According to 650 Group

SP Routing Market Returns to Growth in 2021 led by Cisco, Juniper, and Nokia’s Robust North American Results, According to 650 Group

400 Gbps Based Router Platforms Projected to Triple in 2022 Incline Village, NV.  February 24, 2022 —  According to a newly released report issued by the 650 Group, the Service Provider (SP) Routing market will continue to grow through 2026, led by 400 Gbps port growth and continued robust demand for… Read More »SP Routing Market Returns to Growth in 2021 led by Cisco, Juniper, and Nokia’s Robust North American Results, According to 650 Group