Blog
Marvell is Growing Robustly in its Four Core Markets – Highlights Gains During Industry Analyst Day
Data Center – $2.5B annualized run rate Driven by DPUs, Inphi, and Innovium acquisitions, Marvell has grown robustly in data center, geared towards the Cloud. Marvell is well positioned to the higher growth portions in the data center. Our research indicates Cloud CAPEX will prioritize AI/ML and DCI in 2023.… Read More »Blog
Enterprises and Service Providers Need To Be Discussing the Energy Efficiency and Cost Savings of Implementing a DPU
OPEX and CAPEX Savings Make Adopting DPUs Compelling Design decisions are significantly different for enterprise and SP customers compared to two years ago. Electricity costs have increased considerably, and specific data center locations are power constrained. Increased inflation pressures CAPEX as many components will not return to pre-pandemic pricing. On… Read More »Blog
Active Copper Market Helps Reduce Power Consumption in the Data Center
Recent Increases in Power Cost Creating Concern and Changing Architectures in The Cloud Most Cloud data center designs assume small increases in power costs over the life of a facility. In 2022, Cloud operators struggled to increase power to some facilities, especially in large metro areas, and already played out… Read More »Blog
Huawei UBBF Conference Emphasizes F5.5G and 50G PON
We virtually attended several keynote presentations from the Ultra-Broadband Forum (UBBF) in Bangkok, Thailand. This year, as has been the case for every year since the first one in 2014, Huawei is the most prominent vendor in attendance; others making presentations included government officials, leaders of standards bodies, and service… Read More »Blog
5G Americas Conference Highlights on Open RAN, Enterprise Cellular and Telco Cloud
At the 5G Americas conference, attendees have an opportunity to meet with operators in the North and South American geographies, as well as standards, regulatory and vendor representatives. The four main topics we concentrated on from the conference were US FCC comments, Open RAN, Enterprise Cellular and Cloud. FCC. US… Read More »Blog
2Q’22 Active Electrical Cable (AEC) Market Update and Long-Term Forecast Results to 2026
In 2Q22, revenues of the Active Electrical Cable (AEC) market were over 700% greater than the year-ago quarter, according to our recently published report. Our report also includes an updated long-term forecast. We have maintained our revenue forecast for 2022 and 2023. For the outer years of our forecast, we… Read More »Blog