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PRESS RELEASES
News from 650 Group
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 MarketsPortola 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 being… 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
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
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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
