News & Events
PRESS RELEASES
News from 650 Group
Coherent Lite Market Expected to Top 10 Million Units in 3-5 Years
Data Center Interconnect, Scale Across and Scale Out Drive This Market Incline Village, NV. Sept. 9, 2026 — In a newly released forecast, 650 Group projects the Coherent Lite market will surpass 10 million units within the next three to five years. We expect that there will be multiple drivers… Read More »News & Resources
Optical Transport Equipment Market Experienced Modest Year-Over-Year Decline in 1Q’25
Following Nokia’s Acquisition of Infinera, Four Vendors Represent the Vast Majority of Revenues Incline Village, NV. May 20, 2025 — In a newly released report, 650 Group highlights that the 1Q25 Optical Transport Equipment market experienced a single-digit decline compared to year-ago revenues. The top five vendors in 1Q’25 included… Read More »News & Resources
Mobile Radio Access Network Market Nearly Flat Year-Over-Year in 1Q25
Significant Growth in North America Offset By Declines In Other Regions Incline Village, NV. May 20, 2025 — In a newly released report, 650 Group highlights that the Mobile Radio Access Network (RAN) infrastructure market experienced a slight decline in Q1 2025 compared to year-ago revenues, stabilizing after two years… Read More »News & Resources
US Hyperscalers Provide Record Data Center CAPEX Guidance in 2025
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 »News & Resources
650 Group Forecasts Automated Frequency Coordination (AFC) System Market
United States and Canada Markets Expected To Drive Growth, According to 650 Group INCLINE VILLAGE, Nev. – Sep. 26, 2024 – A newly released Market Intelligence Research report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates the Automated Frequency Coordination (AFC)… Read More »News & Resources
Low Earth Orbit Satellite Broadband Taking Share from Fixed Broadband; According to 650 Group
SpaceX’s Starlink and Other Future LEO Services Are Emerging Disruptors to Rural Markets Incline Village, NEV.– Sept. 10, 2024 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, campus, data center, and cloud markets, provides unique insight into the Broadband Satellite Market. The… Read More »News & Resources
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Check out the latest from Chris Depuy reporting on #Flex buying @EPCPowerCorp
Flex’s $4.4B buy of EPC Power signals where AI data center infra is heading. The 48V-to-800V shift is among the most consequential transitions in the buildout, and power now sits at the center of the stack. https://650group.com/blog/flex-acquires-epc-power-800v-ai-data-center/ @650group #AI #DataCenter
Marvell recently demonstrated a complete CXL memory infrastructure architecture with @intel, combining three Marvell technologies within a real server platform: Structera X for CXL memory expansion, Structera S for CXL switching, and Alaska P for high-speed PCIe retiming.
The
Here’s what we’re seeing in mobile AI. Arm’s new Mali GPU folds neural accelerators into the shader pipeline — a structural shift, with mobile as the largest AI compute endpoint.
@Arm
https://650group.com/blog/arm-mali-g2-ultra-nx-ai-native-mobile-graphics/
#Mobile #AI
ICYMI: AI models—not just GPUs—are rewriting the rules of network infrastructure. MoE, expanding context windows and disaggregated inference demand larger pods, flatter fabrics and high-radix switching.
My latest @650Group blog: https://650group.com/blog/mixture-of-experts-and-disaggregated-architectures-are-rewriting-the-rules-of-network-infrastructure/
#AIInfrastructure
