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News from 650 Group
Data Center AI Networking to Surge to Nearly $20B in 2025, According to 650 Group
Both InfiniBand and Ethernet to Achieve Strong Growth From 2023 Levels Incline Village, Nevada – June 4, 2024 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the Data Center AI Networking market is expected to… Read More »News & Resources
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
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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
