51.2 Tbps Switch ASICs to Drive the Migration to 800 Gbps and 1.6 Tbps Starting in 2H22 NVIDIA continues to drive products and solutions at a rapid pace. They continued to push the boundaries and accelerate the pace of innovation in the data center through the recent GTC announcements. With the… Read More »NVIDIA Starts the Race to 51.2 Tbps with Spectrum-4 Announcement
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
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
2022/’23 Server Designs to Adopt Higher Speeds and use AEC to Address Server Connectivity The AEC market has entered 2022 with solid momentum. We have many ASIC and cable suppliers entering the market to address a need to replace DAC in higher-speed network designs. As we enter OFC this week,… Read More »Active Electrical CablING (AEC) Makes a Splash at OFC 2022
According to 650 Group’s recently published report, in 4Q21, revenues of the Application Delivery Controller (ADC) market were 2% greater than the year-ago quarter. For the full year, the market grew modestly. Over the last four quarters, the market has consistently grown on a Y/Y basis. Our report also includes… Read More »4Q’21 ADC Market REPORT with Long-Term Forecast Results
SD-WAN Subscription and Hardware Revenue to Dominate 2022 Mix The SD-WAN market exited 2021 with record hardware and subscription revenue. In addition, the market continued to benefit from many customers pulling in house their digital transformation projects and becoming more reliant on multi-cloud environments that embrace premises, colocation, and cloud-based applications.… Read More »SD-WAN Market enters 2022 Poised for Strong Growth
Today, Marvell held its Industry Analyst day, showcasing a year of hard work and two significant acquisitions (Inphi and Innovium). Throughout the sessions, primarily focused on data center, automotive, and 5G, Marvell did an excellent job of highlighting the progress they have made over the past year and the increased… Read More »Marvell 2021 Industry analyst day take-aways
During the summer of 2021, there was optimism that the worst supply chain shortages were behind us, and vendors’ stockpiles of components and chips would be enough to work through the remaining issues. Instead, early October 2021 saw a worsening of component shortages. Some vendors saw component cancellations, and we… Read More »Supply Change Shortages – Disaggregated Routing and Fixed Building Blocks Better Suited for 2022
This blog post is the second and final part of article that about an interview we had with Dritan Bitincka, co-founder of Cribl, an Observability Infrastructure vendor. The interview proceeded on three different tracks: (a) Mr. Bitincka’s Journey to Cribl, and (b) Industry Changes, and (c) The Future of Observability and… Read More »CRIBL CO-FOUNDER DISCUSSES OBSERVABILITY TRENDS (PART 2)
Nokia’s Global Analyst Forum this week highlighted two main trends. First, the company says it has caught up to rivals in its 5G radio development. Furthermore, the company expects its wireless systems to become increasingly technologically differentiated from competitors. Second, the company emphasizes its message that it is the “green… Read More »Nokia Highlights its RAN, Cloud and Broadband Progress
