Cloud

US Hyperscalers Continue To Shift CAPEX Towards AI/ML During 2023

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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 »US Hyperscalers Continue To Shift CAPEX Towards AI/ML During 2023

Arrcus Highlights Strong AI/ML platform for Ethernet Switches

Ethernet Switches Deployed into AI/ML Use Case Expected to Exceed $10B by 2028; Grow at over 100% CAGR 2023 saw robust AI/ML networking growth, with InfiniBand and Ethernet networking surging. AI/ML deployments rapidly increased throughout the year as operators built out massive training clusters and began deploying inference engines to… Read More »Arrcus Highlights Strong AI/ML platform for Ethernet Switches

Campus Switch Market Surges over 50% Y/Y, Reaches New All-Time High in 2Q’23; According to 650 Group

Multi-Gigabit Technology (2.5 Gbps/5.0 Gbps), Contract Renewals and Subscriptions Key to 2H’23 and 2024 Market Performance Incline Village, Nevada – Aug 30, 2023 – 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… Read More »Campus Switch Market Surges over 50% Y/Y, Reaches New All-Time High in 2Q’23; According to 650 Group

Merchant Silicon Market Surges in 1Q’23 Led by Broadcom and Marvell, According to 650 Group

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AI, ML, and HPC Will Drive Significant Bandwidth Growth and Propel 112 Gbps and 224 Gbps SERDES Technologies Incline Village, Nev. – Aug. 22, 2023 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the Merchant… Read More »Merchant Silicon Market Surges in 1Q’23 Led by Broadcom and Marvell, According to 650 Group

Wireless LAN – NaaS Market Grows Nearly 100% Y/Y to New All-Time High in 1Q’23; According to 650 Group

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HPE Aruba’s NaaS Offering Takes Early Market Lead Followed by New Vendor Entrants and Incumbent Vendor Offerings Incline Village, Nevada – July 31, 2023 – 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… Read More »Wireless LAN – NaaS Market Grows Nearly 100% Y/Y to New All-Time High in 1Q’23; According to 650 Group

Data Center Ethernet Switch Market Grows Nearly 30% Y/Y, Expected to Exceed $12B in 2023, According to 650 Group

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Arista, Cisco, Juniper, White Box, Market Shares Differ Materially Between the Cloud Market and the Enterprise Market Incline Village, Nevada – July 26, 2023 – 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 »Data Center Ethernet Switch Market Grows Nearly 30% Y/Y, Expected to Exceed $12B in 2023, According to 650 Group