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News from 650 Group
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 TrendsPORTOLA 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 grew… 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
650 Group reports THAT ENTERpRISE WIRELESS LAN DECLINED 3% Y/y in 4q 2019
2020 Market Forecast Reduced to Reflect Health Crisis PORTOLA VALLEY, Calif. April 2, 2020 — According to a newly released report issued by 650 Group, revenues of the Enterprise Plus Outdoor Wireless LAN market declined 3%. For the full year 2019, Enterprise Plus Outdoor Wireless LAN was flat, following very… Read More »News & Resources
OPtical network revenues grow 5% y/y as hyperscaler customers lead growth
Leading Vendors Experiencing Growth Included Ciena, Infinera, Nokia, and ZTE PORTOLA VALLEY, Calif., March 17, 2020 -A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the Optical Transport Network market revenues increased 5% Y/Y in 4Q19. Revenues… Read More »News & Resources
650 Group Finds Data Center Equipment CAPEX for the US Hyperscalers Grows 10% Y/Y in 3Q19
Significant Shift in Buying Patterns of the Tier Two Cloud Causes Massive Fluctuations in the Supply Chain PORTOLA VALLEY, Calif. Nov. 7, 2019 — According to a newly released report issued by founding analysts of 650 Group, US Hyperscaler Cloud market revenue grew 26% Y/Y in 3Q19 while CAPEX used for… Read More »News & Resources
650 Group Research Focuses on Telecom’s $490B Open Source Network Opportunities
Early Findings Presented today at ONF Connect in Silicon ValleySANTA CLARA, Calif. Sept. 13, 2019 — As presented today in a keynote session at the ONF Connect 2019 conference, attended by operators AT&T, Google, Deutsche Telekom, Telefonica and NTT in Santa Clara, a founding analyst of 650 Group presented on… 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
