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News from 650 Group
Ethernet Switch Market Hits $7.5B in 1Q19, According to 650 Group
Campus Switching, North America, and China Drive Robust Y/Y GrowthPortola 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 campus… 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
OFC 2019 to Showcase Optical Innovations in Data Center Networks for Key Business Areas
Data Center Summit, technical sessions, plenary speakers and exhibitor announcements will focus on data center network innovations SAN DIEGO — As data center traffic grows exponentially from cloud computing and applications including Artificial Intelligence (AI), data science and Internet of Things (IoT), the data center landscape is changing rapidly. OFC 2019, 3-7… Read More »News & Resources
All Time Record for Data Center Ethernet Switch Market, According to 650 Group; 100 Gbps Revenue Finally Surpasses 10 Gbps Revenue
Portola Valley, California – Sept. 17, 2018 – A newly released market report from the 650 Group indicates that 100 Gbps revenue has exceed 10 Gbps revenue for the first time, as Data Center Ethernet Switching hit an all-time record high in 2Q18. “The Data Center Ethernet Switch market hit a significant… Read More »News & Resources
$52B US Top 4 Cloud Market Grows 37% in 2Q18, Highlighted by 46% Y/Y Growth in DC Equipment CAPEX, According to Cloud Report Unveiled by 650 Group
— Cloud market revenue expected to exceed $700B in 2022 as 650 Group First To Provide Comprehensive Analysis of Cloud Infrastructure + Services PORTOLA VALLEY, Calif. August 20, 2018 — According to a newly released report issued by founding analysts of 650 Group, Cloud market revenue grew 36% Y/Y in… Read More »News & Resources
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📡 The RAN market held steady in 1Q25 after 2 yrs of steep declines, per our latest @650Group report.
📈 NA up double digits
🌍 Other regions down
🛰️ D2C satellites poised to disrupt rural RAN
Full report: https://650group.com/press-releases/mobile-radio-access-network-market-nearly-flat-year-over-year-in-1q25/
#5G #6G #RAN #Telecom #Wireless #Satcom…
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