News & Events
PRESS RELEASES
News from 650 Group
US Hyperscalers Set Cloud Revenue and CAPEX Records in 2Q’20
Enterprise and Consumer’s Use of Cloud Resources Changing to the New Normal because of COVID-19PORTOLA VALLEY, Calif. Aug. 5, 2020 — According to a newly released report issued by founding analysts of 650 Group, US Hyperscaler Cloud market revenue grew 11% Y/Y in 2Q’20 while the supply chain for Data… Read More »News & Resources
Cloud Providers Evaluating Multi-Vendor Solutions for 400 Gbps Connectivity, According to 650 Group
ASIC Diversity at the Leaf/Spine and DCI Core Key to 400 Gbps at Apple, AWS, Facebook, Google and Microsoft Azure PORTOLA VALLEY, Calif.– June 22, 2020 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the… Read More »News & Resources
Wi-Fi 7 and Wi-Fi 6E Enterprise Wireless LAN Market Forecast Exceeds $4B in the Next Five Years ACCORDING TO 650 GROUP
New Enterprise WLAN Forecast Consistent with Previous Projections for 2020 PORTOLA VALLEY, Calif. June 1, 2020 — According to a newly released WLAN market report issued by 650 Group, revenues of the Enterprise Plus Outdoor Wireless LAN market declined 3%. 650 Group expects full-year 2020 revenues to decline, and following… Read More »News & Resources
Ethernet Switch Market Contracts to $7B in 1Q20, According to 650 Group
COVID-19 Hits Supply Chain; Demand Varies Based on Vertical and Geography PORTOLA VALLEY, Calif – May 27, 2020 – 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 declined nearly 10% Y/Y on… Read More »News & Resources
Q1’20 Data Center Equipment CAPEX for the US Hyperscalers Take Different Directions as World Changes Consumption Models
Surge Spending and Different Usage Patterns Change 2020 and 2021 CAPEX Trends PORTOLA VALLEY, Calif. May 5, 2020 — According to a newly released report issued by founding analysts of 650 Group, the US Hyperscaler Cloud market revenue grew 20% Y/Y in Q1’20 while CAPEX used for Data Center Equipment… Read More »News & Resources
650 Group Forecasts the Enterprise Wi-Fi 6E Market to Exceed $1B by 2025
Recent FCC Ruling Opens Door to Expanded Spectrum and Capacity Boosted by 3-4X of Standard Wi-Fi Leading to Growth Opportunities PORTOLA VALLEY, Calif. April 23, 2020 — According to a new forecast report issued by 650 Group, revenues for the Wi-Fi 6E-based Enterprise + Outdoor Wireless LAN market will exceed $1B by… Read More »News & Resources
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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
Here’s what we’re seeing in AI infrastructure. Grok Bot’s Aug 11, 2026 launch matters because it drives hyperscaler compute demand; the bots can keep working after you close your laptop. https://650group.com/blog/grok-bot-always-on-agent-compute/ @SpaceXAI @650Group #AI
I recently joined @AvizNetworks’ Executive Panel Series to discuss deep network observability, AI NOC automation and the shift to AI-native network operations.
Watch the full conversation: https://na2.hubs.ly/H07dGYV0
#AvizNetworks #AIVisibility #AINOC
