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News from 650 Group
New 650 Group Cloud Report: IaaS Generated $200,000 in Revenue Every Minute of 2020 as Amazon AWS, Microsoft Azure, and Google GCP Outpaced the Overall Market
Profits Remain Elusive as Cloud Providers Target Revenue Growth over ProfitabilityINCLINE VILLAGE, NV, Feb. 22, 2021 – According to a new report published by 650 Group, titled: IaaS Hyperscaler SWOT Report 2020-2025, IaaS revenue grew to over $100 B in 2020 and $50 B in Capital Expenditures for data center… Read More »News & Resources
Secure Access Service Edge (SASE) Market to Grow Over 500% by 2025; According to 650 Group
Software-Defined Wide Area Network (SD-WAN) and Security as a Service Will Drive SASE INCLINE VILLAGE, Nevada, Feb. 10, 2021 – According to a new report published by 650 Group, titled Secure Access Service Edge (SASE) Forecast and Research Report 2020-2025, the size of the market is predicted to grow by… Read More »News & Resources
650 Group Founding Analyst Chris DePuy Accepted Into Forbes Business Council
Forbes Business Council Is an Invitation-Only Community for Successful Business Owners and Leaders INCLINE VILLAGE, NEV. Feb. 4, 2021 —Chris DePuy, Founding Analyst for 650 Group, a leading market intelligence research firm for communications, data center, and cloud markets, has been accepted into the Forbes Business Council, the foremost growth… Read More »News & Resources
650 Group Report: Multi-Cloud to Drive Significant Workload Growth; Workloads FORECAST TO IncreasE Nearly 500% by 2025
Colocation Providers Have a Key Role in Enterprise Deployment as Well as Future AI and ML Workloads INCLINE VILLAGE, NEV. Feb. 3, 2021 – According to a new report published by 650 Group, titled Workloads and Multi-Cloud Forecast 2020-2025, the worldwide number of workloads being deployed will increase nearly 500%… Read More »News & Resources
Industrial Ethernet Switching Forecasted to Outpace Data Center Switching & Campus Switching Markets Over Next 5 Years
650 Group Reports that Managed Hardened and Industrial Switching to Triple and Make Up Increasing Portion of Campus Switching Offerings by 2025 INCLINE VILLAGE, NEVADA, Jan. 26, 2021 — According to a new report published by 650 Group, titled Industrial Switching Forecast 2020-2025, the worldwide Managed Industrial Switching market will… Read More »News & Resources
Disaggregated Router Market to Grow In Excess of 50% Per Year Over Next Five Years
650 Group issues a new report on the Disaggregated Router Market. This market is expected to grow in excess of 50% per year over the next five years. The development of software-based routing technology that can be sold separately from routing hardware has spawned the Disaggregated Routing market, causing soaring… 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
