Cloud: hyperscaler and cloud provider revenue, capex, SaaS/IaaS growth, and cloud market forecasts.
Introduction AI Ethernet Switching provides the backbone for connecting GPUs. We discussed the different types of AI fabrics and the advantages Ethernet had in our previous blog. The fabrics are key to how Neoclouds and Sovereign Clouds build next-generation AI clusters. Idle GPUs and congestion costs are significant. This blog… Read More »AI Fabrics for Neo and Sovereign Clouds: Why Non-Blocking Design Matters
We attended the Hewlett Packard Enterprise’s (HPE) Discover conference in Las Vegas this week. Focusing on the company’s agentic AI framework, Greenlake Intelligence, we felt this was an ambitious vision for managing across multiple parts of the HPE product set. This initiative aims to integrate AI-driven automation across HPE’s hybrid… Read More »Exploring the Potential Impact of HPE’s GreenLake Intelligence on Hybrid IT Operations
Today, Google announced plans to acquire Wiz, Inc. for $32B in cash. Of course, the deal is subject to “customary closing conditions including regulatory approvals.” Google said that Wiz’s products will continue to work and will be available across all major clouds, including AWS, Azure, and Oracle Cloud. It also… Read More »Google’s Planned Acquisition of Wiz Has The Potential to Change the Security Industry
2025 Data Center Build-Outs to Set AI/ML Records; Enterprise Market for Data Center Equipment to Show Modest Growth INCLINE VILLAGE, NV. Feb. 13, 2024 — According to an upcoming report issued by founding analysts of 650 Group, US Hyperscaler Cloud market revenue and CAPEX will surge to record highs in… Read More »US Hyperscalers Provide Record Data Center CAPEX Guidance in 2025
Cloud Operators Continue to Push for Silicon Diversity as We Enter the 51.2 Tbps Switch Era As we engaged with Cloud Operators over the past two quarters, the shift away from COVID-19 supply constraints and toward next-generation build-outs became apparent in a changing of priorities. In our 4Q reports, one… Read More »AI/ML Networking Driving Need for Silicon Diversity
Build-Outs to Set AI/ML Records for Year While Traditional Spending Declined Incline Village, NV. Feb. 22, 2024 — According to a newly released report issued by founding analysts of 650 Group, US Hyperscaler Cloud market revenue grew over 10% in 2023. Revenue and CAPEX shifted significantly in 2023 as Hyperscalers,… Read More »US Hyperscalers Continue To Shift CAPEX Towards AI/ML During 2023
Global Observability Market Expected to Approach $15B in 2027 The last few months have been hectic for the Observability market. Cisco announced the company’s plans to purchase Splunk for $28B, with the deal expected to close in CY 2024. New Relic announced its plan to be acquired by Francisco Partners… Read More »Observability Makes Major Moves with Cisco Announcing Plans to Acquire Splunk
Gigamon Remained the Market Leader in 1H’23 as Customers Looked to Gain Valuable Insights From Their Hybrid Cloud Networks Incline Village, Nevada – Oct. 17, 2023 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, provides unique insight… Read More »Deep Observability Market to Grow At 50 Percent CAGR Reaching $2B by 2027
