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News from 650 Group
Data Center Ethernet Switch Market for the Cloud Reaches New All-Time High in 2023; According to 650 Group
Arista, Cisco, Juniper, White Box, Market Shares Differ Materially Between the Cloud Market and the Enterprise Market Incline Village, Nevada – March 1, 2024 – According to a newly released report issued by founding analysts of 650 Group, there are unique differences between Ethernet switches deployed into clouds and enterprise… Read More »News & Resources
US Hyperscalers Continue To Shift CAPEX Towards AI/ML During 2023
Build-Outs to Set AI/ML Records for Year While Traditional Spending Declined Incline Village, NV. Feb. 22, 2024 — According to a newly released report issued by founding analysts of 650 Group, US Hyperscaler Cloud market revenue grew over 10% in 2023. Revenue and CAPEX shifted significantly in 2023 as Hyperscalers,… Read More »News & Resources
Global SD-WAN Market Reaches All-Time High with Growth of 30% in 2023; According to 650 Group
Looking Forward, SD-WAN Market Predicted to Double in Size, Reach $7B by 2028 Incline Village, NV. February 14, 2024 — According to a newly released report by the founding analysts of 650 Group, the SD-WAN market grew nearly 30% in 2023 and will double in size by 2028, to reach… Read More »News & Resources
Campus Switch Market to Enter Significant Digestion Period in 2024; According to 650 Group
Multi-Gig (2.5 Gbps/5.0 Gbps), Service Renewals, and Subscriptions are Key to a 2025 Market Rebound Incline Village, Nevada – February 7, 2024 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, campus networking, and cloud markets, indicates that the Enterprise/Campus Ethernet Switch Market… Read More »News & Resources
Merchant Silicon Market Dominated by Broadcom and Marvell in 2023, According to 650 Group
AI/ML, and HPC to Inspire Significant Bandwidth Growth and Drive 112 Gbps and 224 Gbps SERDES Technologies INCLINE VILLAGE, NEV. – Jan. 31, 2024 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the Merchant Silicon… Read More »News & Resources
Campus Ethernet Switch NaaS Market Grows 60% Y/Y to New All-Time High in 3Q’23, According to 650 Group
HPE Aruba’s NaaS Offering Takes Early Market Lead Followed by New Vendor Entrants and Incumbent Vendor Offerings Incline Village, Nev.– Jan. 29, 2024 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, campus, data center, and cloud markets, provides unique insight into the… 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
