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News from 650 Group
US Hyperscalers Set Cloud Revenue and CAPEX Records in 4Q21
2022 Build-Outs to Set Records as Cloud Looks to Metaverse and AI for GrowthIncline Village, NV. February 4, 2022 — According to a newly released report issued by 650 Group, US Hyperscaler Cloud market revenue grew 30% Y/Y in 4Q21 while the supply chain for Data Center Equipment into Hyperscalers… Read More »News & Resources
Ethernet Data Center Interconnect (DCI) Reaches New All-Time High in 3Q21, According to 650 Group
ZR and Cloud expansion Drive 400 Gbps to a Record; Data Center Switching Expands Into Strong 400 Gbps Upgrade Cycle; 800 Gbps in Optical Transport Remains Key to Overall GrowthIncline Village, Nevada – Dec. 15, 2021 – A newly released report by 650 Group, a leading Market Intelligence Research firm… Read More »News & Resources
Ethernet Switch Market Reaches New All-Time High in 3Q21, According to 650 Group
Data Center Switching Expands Into Strong 400 Gbps Upgrade Cycle; Campus Switching Records Record Quarter Incline Village, Nevada – December 2, 2021 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the Ethernet Switch Market grew… Read More »News & Resources
650 Group Report Highlights the Return to Growth for the Enhanced Network Access Control (ENAC) Market
New SaaS-based Entrant, WiteSand, Joined Existing Vendors That Experienced Growth Including Cisco and HPE ArubaIncline Village, Nevada – Sept. 9, 2021 – In a recently published report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, it was revealed that the Enhanced Network… Read More »News & Resources
650 Group Launches New Data Center Ethernet Switching Report Focused Exclusively On The Enterprise Market
Arista, Cisco, Juniper, White Box, and SONiC Market Shares Differ Materially Between the Enterprise Market and the Cloud Market INCLINE VILLAGE, NEV. – Aug. 26, 2021 – An upcoming report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, provides unique insight into the… Read More »News & Resources
650 Group Launches New Data Center Ethernet Switching Report Focused Exclusively on the Enterprise Market
Arista, Cisco, Juniper, White Box, and SONiC Market Shares Differ Materially Between the Enterprise Market and the Cloud Market INCLINE VILLAGE, NEV. – Aug. 26, 2021 – An upcoming report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, provides unique insight into… Read More »News & Resources
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For those skeptical about space-based cellular communications, I’d like to share a press release from @AST_SpaceMobile CEO @AbelAvellan that explains its progress in using 850 MHz spectrum from @ATT and @Verizon to cover the US. #6G @650Group
📈 @jpmorgan analysts foresee further upside potential for $SMCI stock as it maintains its leadership position in the AI compute market. 🚀
And based on @650Group ‘s estimates that the AI server market is expected to balloon from $41 billion in 2023 to $283 billion by 2028, the…
New solution from Nametag targets AI-generated deepfake security threats
Nvidia CEO Jensen Huang makes the point that AI computing has accelerated at a faster rate than “Moore’s Law” and shows the progress on a chart @nvidia #GTC2024 @650Group
