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News from 650 Group
IoT and AI will Drive Further WLAN Growth; 802.11ax WLAN infrastructure market shows 5% Y/Y growth Following a Period of Acquisitions, According to 650 Group
PORTOLA VALLEY, Calif. – Sept. 10, 2019 – A newly released report by 650 Group reveals 5% Y/Y revenue growth in the Enterprise plus Outdoor Wireless LAN market with a strong rebound in China, reversing a -4% decline into a 10% gain Y/Y. Emerging 802.11ax technology has shaped the future of the… Read More »News & Resources
Data Center Equipment CAPEX for the US Hyperscalers Returns to Growth in 2Q19; Commodity Price Declines Remain in Compute and Storage while Networking Grows Robustly
PORTOLA VALLEY, Calif. August 8, 2019 — According to a newly released report issued by founding analysts of 650 Group, US Hyperscaler Cloud market revenue grew 25% Y/Y in 2Q19 while CAPEX used for DC Equipment returned to growth with mid-teen Y/Y results. 650 Group’s Cloud Report covers Colocation, IaaS, SaaS,… Read More »News & Resources
Impact to the Supply Chain From the Trade War Varying Greatly Amongst Suppliers, According to 650 Group
1Q19 Results and 2Q19 Forecast Very Different in the Cloud, Enterprise, and Telco Service Provider Markets Portola Valley, California – June 18, 2019 – Newly released reports by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the supply chain is not… Read More »News & Resources
Ethernet Switch Market Hits $7.5B in 1Q19, According to 650 Group
Campus Switching, North America, and China Drive Robust Y/Y Growth Portola Valley, California – May 22, 2019 – 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 nearly 10% Y/Y on strong… Read More »News & Resources
Data center equipment capex for us hyperscalers falls y/y for just Second Time in Eight Years
Strong Commodity Price Declines Lead to Revenue Decline While Capacity Growth Continues PORTOLA VALLEY, Calif. May 14, 2019 — According to an newly released report issued by founding analysts of 650 Group, US Hyperscaler Cloud market revenue grew 27% Y/Y in 1Q19 while CAPEX used for DC Equipment declined modestly… Read More »News & Resources
Ethernet Switch Market Surges Past $31B in 2018, According to 650 Group
Enterprise and Data Center Switching markets shatter old records Portola Valley, California – Feb. 26, 2019 – 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 10% Y/Y on strong campus and… 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
