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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 »Active Copper Market Poised to take Significant Share of Short Distance Market in the Data Center

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 »1Q’22 Optical Transport Market and Long-Term Forecast Results

Analysis: Broadcom Plans to Acquire VMware for $61B

Different Scenarios can Play Out for the Networking Industry While the potential Broadcom / VMWare combination could affect many industries, this blog shares our view on its impact on the networking industry.  As an opening thought, this big deal may experience regulatory challenges, considering regulators prohibited Broadcom from acquiring Qualcomm… Read More »Analysis: Broadcom Plans to Acquire VMware for $61B

650 Group publishes 1Q’22 Telecom Core Market and Long-Term Forecast Results

In 1Q22, revenues of the Telecom Core market were 4% greater than the year-ago quarter, according to our recently updated report.  The market has been inconsistent in performance over the past four quarters, oscillating between Y/Y growth and Y/Y declines.  The report also includes an updated long-term forecast.  For the… Read More »650 Group publishes 1Q’22 Telecom Core Market and Long-Term Forecast Results

Fortinet Accelerate 2022 Recap

Fortinet had its Accelerate 2022 conference today. Its executive team presented its current strategy and expectations for the future and highlighted what it thinks are its key differentiators in the marketplace. The company explained: (a) the importance of its ASIC and its software code-base called FortiOS, (b) its services bundling… Read More »Fortinet Accelerate 2022 Recap

Huawei Analyst Summit 2022 Recap

We participated in the Huawei Analyst Summit 2022 (#HAS22) for three days this week.  The conference started with a keynote featuring Rotating Chairman, Ken Hu and then there were many executives and managers in charge of various operating groups at Huawei.   To summarize, Hu said there will be challenges ahead… Read More »Huawei Analyst Summit 2022 Recap

HPE Aruba Atmosphere 2022 Recap

We attended Aruba, a Hewlett Packard Enterprise’s  Las Vegas-based Atmosphere conference.  It was very well attended, and this was Aruba’s first in-person user conference in over two years as we come out of the pandemic.  Aruba made several important announcements at the event, including a formal Network as a Service… Read More »HPE Aruba Atmosphere 2022 Recap

MWC 2022 Recap

Hyperscalers, Open RAN, Private 5G and chip announcements were top news at the MWC show in Barcelona last week.  Based on disclosures at the show, Open RAN looks to go commercial in 2023 and 2024, hyperscalers are obtaining contracts to carry an increasing amount of telecom-related workloads, Rakuten Symphony is… Read More »MWC 2022 Recap