Blog
2Q’22 US Hyperscaler Market and Long Term Forecast
In 2Q22, revenues for the US Hyperscaler market were 15% greater than the year-ago quarter, according to our recently published report. Over the last four quarters, the market has consistently grown on a Y/Y basis. Our report also includes an updated long-term forecast. We have maintained our revenue forecast… Read More »Blog
NVIDIA Helping Drive Project Monterey with VMware to Get Hyperscaler Composability into the Enterprise
Current and Future Enterprise Workloads will Benefit From Significant Improvements in Performance and Agility Over the past two to three server purchasing cycles, Hyperscalers have increasingly offloaded functionality from the CPU to the SmartNIC to free up valuable CPU cores. As a result, hyperscalers provide significant compute directly in the… Read More »Blog
Wisper and Tarana Interview captures Fixed Wireless Access (FWA) Industry Status
One of the more interesting markets we research is the Fixed Wireless Access (FWA) market. On June 27, 2022, Wisper Internet CEO and Founder, Nathan Stooke, interviewed Tarana Wireless President, Dirk Gates. We found the interview reveals some interesting trends underway in the Wireless ISP (WISP) market and the FWA… Read More »Blog
Cisco PONC 2022 conference highlighted RON progress, PLE availability, and 400G success
Cisco just held its PONC 2022 conference, with over 500 attendees registered. We found the most exciting topics at the three-day show were: (a) its progress with RON, (b) PLE availability, and (c) the 400G ZR ramp. Cisco is pushing for integrating optical transceivers with routers, a significant step forward… Read More »Blog
Active Copper Market Poised to take Significant Share of Short Distance Market in the Data Center
AI/ML Workloads and Next-Generation Server Designs to Drive Growth New network architectures and increased server speeds are causing the connectivity market inside the data center to move away from Direct Attach Copper (DAC) to active solutions. The current DAC technology can’t scale with the speed coming from next-generation server designs… Read More »Blog
1Q’22 Optical Transport Market and Long-Term Forecast Results
In 1Q’22, revenues for the Optical Transport market were 6% greater than the year-ago quarter, according to 650 Group’s recently published report. The market overall has been inconsistent in performance over the past four quarters, oscillating between Y/Y growth and Y/Y declines. On a regional basis, North America had… Read More »Blog