T-Mobile US CEO Mike Sievert and SpaceX Founder Elon Musk shared the stage at SpaceX in Texas to announce plans for a 2023 beta service to allow T-Mobile customers to roam to Starlink satellite service using existing phones. Without saying it explicitly, it appears that SpaceX has a US-territory exclusive… Read More »SpaceX and T-Mobile US Announce Roaming Partnership Setting Stage for 6G
Workloads Changing the Dynamic of CPUs and Server Architectures as Industry Moves to AI and ML AMD, Intel, NVIDIA Taking Very Different Approaches to Accelerated Computing AMD, Intel, and NVIDIA will be presenting at Hot Chips, and we wanted to get ahead of the show to share our views of… Read More »The Need for Speed: How AI and ML Workloads are Forcing Chip Companies to Focus on Acceleration
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 »2Q’22 US Hyperscaler Market and Long Term Forecast
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 »NVIDIA Helping Drive Project Monterey with VMware to Get Hyperscaler Composability into the Enterprise
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 »Wisper and Tarana Interview captures Fixed Wireless Access (FWA) Industry Status
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 »Cisco PONC 2022 conference highlighted RON progress, PLE availability, and 400G success
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
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
In 1Q’22, revenues of the Routing market were 2% 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. 650 Group maintains our revenue forecast for 2022… Read More »1Q’22 Routing Market and Long-Term Forecast Results
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
