650 Group
  • Home
  • Programs
    • WLAN Infrastructure
    • Telecom Core Networks
    • Ethernet Switch Programs >
      • Ethernet Switch - Total
      • Ethernet Switch - Data Center
      • Ethernet Switch - Campus
      • Ethernet Switch - Carrier Ethernet
      • Campus Networks
      • Ethernet Switch - SMB
      • Ethernet Switch – Data Center - Programmable and Accelerated Report
    • Application Delivery Controller (ADC)
    • Merchant Silicon in the Data Center
    • Market Intelligence Reports
    • Consumer IoT
    • Disaggregated Routing Report
    • Industrial Switching Report
    • Multi-Cloud Workloads Forecast and Research Report
    • Secure Access Service Edge (SASE) Forecast and Research Report
    • 800 Gbps Report
    • Infrastructure as a Service (IaaS) Hyperscaler SWOT Report
    • SONiC Report
    • Single Pair Ethernet Forecast Report
  • News
    • Press Releases
  • Blog
  • About
  • Employment
  • Contact
  • Clients
  • Infrastructure as a Service (IaaS) Hyperscaler SWOT Report

Press Releases

US Hyperscalers Set Cloud Revenue and CAPEX Records in 4Q21

2/4/2022

 
2022 Build-Outs to Set Records as Cloud Looks to Metaverse and AI for Growth

Incline Village, NV.  February 4, 2022 —  According to a newly released report issued by 650 Group, US Hyperscaler Cloud market revenue grew 30% Y/Y in 4Q21 while the supply chain for Data Center Equipment into Hyperscalers performed unevenly due to continued semiconductor and component shortages.
 
650 Group’s Cloud Report covers Colocation, IaaS, SaaS, and Search & Social.
 
4Q21 Highlights:
  • Different approaches to Social significantly impact Google and Meta (Facebook) performance
  • Hyperscaler IaaS revenue growth outpaces Search and Social Revenue in 4Q21; Growth was even for full-year 2021
  • US Hyperscaler made over $60M in Cloud revenue every hour during 2Q21
  • Apple continues to lag the rest of the Hyperscalers in data center investment
  • Network and compute utilization and expertise cause each hyperscaler to spend differently to get the same level of output from their equipment
  • CAPEX guidance remains robust for 2022 despite lingering supply constraints and trade war events
  • AWS, Azure, and GCP stay dominant in IaaS; Oracle and OVH invest in catching up while others fall behind
  • Hyperscalers are poised to ramp next-generation server and networking architectures over the next two years focused on AI/ML, and a new class of metaverse focused hardware
 
The Cloud reports include CAPEX studies for the Colocation, IaaS, SaaS, and Search and Social Media markets, including a unique look at spending specifically for data center equipment.  In addition, going beyond just Cloud revenue provides a unique look into where and how the largest Cloud providers deploy equipment.  Finally, the report shows the trend towards more CAPEX spending occurring in IaaS as many SaaS providers choose IaaS instead of building their own infrastructure.
 
“4Q21 and 2021 IaaS revenue hit a record, far exceeding previous records,” said Alan Weckel, founding analyst for 650 Group.  “Many Cloud providers made significant and company changing bets during the second half of 2022, which will change the Cloud market and the way compute, networking, and storage get deployed in the future. As a result, CAPEX and investment are set to soar as the Cloud moves towards the metaverse and AI/ML in IaaS start to take off.”
 
About 650 Group
650 Group is a leading Market Intelligence Research firm for communications, data center, and cloud markets.  ​Our team has decades of research experience, has worked in the technology industry, and is actively involved in standards bodies.  650 Group focuses on leading-edge market trends and research and prides itself on first to market research with over 12 research programs focused on Cloud trends.
 

US Hyperscalers Set Cloud Revenue and CAPEX Records in 2Q’20

8/5/2020

 
Enterprise and Consumer’s Use of Cloud Resources Changing to the New Normal because of COVID-19

PORTOLA VALLEY, Calif.  Aug. 5, 2020 —  According to a newly released report issued by founding analysts of 650 Group, US Hyperscaler Cloud market revenue grew 11% Y/Y in 2Q’20 while the supply chain for Data Center Equipment into Hyperscalers performed unevenly due to shifting lead times and trade war impacts.

650 Group’s Cloud Report covers Colocation, IaaS, SaaS, and Search & Social.

2Q’20 Highlights:
* o    Search and Social revenue growth was uneven based on the change of viewing habits of consumers from COVID-19 as advertisers and consumers shifted behavior significantly during the quarter
* o    IaaS revenue growth was robust led by most surge capacity placed in IaaS companies' infrastructure instead of their own build-outs
* o    Four of the five largest hyperscalers are under US government scrutiny for monopolistic behavior
* o    Market capitalization is averaging over $1 Trillion for this group of companies
* o    Supply constraints remain in 3Q’20 related to COVID-19 and trade war events
* o    Hyperscalers are poised to ramp next-generation server and networking architectures over the next two years
* o    US hyperscaler revenue is nearly 10X the size compared to Chinese hyperscaler revenue in 1H’20
* o    US hyperscaler influence on the supply chain is increasing

The 650 Group Cloud Reports include CAPEX studies for the Colocation, IaaS, SaaS, and Search and Social Media markets, including a unique look at spending specifically for data center equipment.  Going beyond just cloud revenue provides a unique look into where and how the largest cloud providers deploy equipment.  In the report, you can see the trend towards more CAPEX spending occurring in IaaS as many SaaS providers choose IaaS instead of building out their own infrastructure.

“2Q20 IaaS cloud hit a record, far exceeding 4Q’19’s previous revenue record and over twice the revenue from just three years ago,” said Alan Weckel, founding analyst for 650 Group. “US trade war activities, mainly against Huawei, caused significant lead time increases in many critical components for cloud data center build-outs during the quarter as the 5G battle against China is having ripple effects into the cloud supply chain.”

About 650 Group 650 Group (www.650group.com) is a leading Market Intelligence Research firm for communications, data center, and cloud markets.  ​Our team has decades of research experience, has worked in the technology industry, and is actively involved in standards bodies.  650 Group focuses on leading-edge market trends and research and prides itself on first to market research with over 12 research programs focused on Cloud trends.

$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

8/20/2018

 
— 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 1Q18 to make for an $84B market. IaaS experienced the strong growth with 53% Y/Y growth. 2Q18 results are indicating significant sequential growth. 

Found in its first Cloud Report, 650 Group covers Colocation, IaaS, SaaS, and Search & Social.

1Q18 Highlights:
  • Capital Equipment Expenditures (CAPEX) grew 62% Y/Y to $30 B, including total company CAPEX, Cloud CAPEX, and DC Equipment CAPEX separately. Spending was led by Amazon, Apple, Facebook, Google and Microsoft
  • Search and Social revenue grew 31% Y/Y while CAPEX grew 128%
  • SaaS revenue grew 41% Y/Y while CAPEX grew 16% Y/Y . The top four SaaS vendors are Microsoft, Salesforce, Oracle, and SAP.
The 650 Group Cloud Report includes CAPEX studies for the Colocation, IaaS, SaaS, and Search and Social Media markets including unique look at spending specifically for data center equipment. Going beyond just Cloud revenue provides a unique look into where and how the largest Cloud providers deploy equipment.  In the report, you can see the trend towards more CAPEX spending occurring in IaaS as many SaaS providers choose IaaS instead of building out their own infrastructure.

“The biggest Tech players define the cloud market, and considering its already robust size ($52B by just four companies), coupled with rapidly increasing adoption, it will continue to grow at a blistering pace up to 2022,” said Alan Weckel, founding analyst for 650 Group.  “The emphasis is on helping consumers, governments and businesses access resources, communications and entertainment, in addition to critical services, ranging from finance/insurance and retail, to manufacturing and healthcare. With CAPEX reaching 62% growth stemming from the largest providers, the cloud market represents a strong growth opportunity for network, storage, component, and optical vendors supplying data center compute and connectivity.”

About 650 Group
650 Group is a leading Market Intelligence Research firm for communications, data center and cloud markets.  ​Our team has decades of research experience, has worked in the technology industry, and is actively involved in standards bodies.  650 Group focuses on leading edge market trends and research and prides itself on first to market research.
 
 
 

    650 Group

    Write something about yourself. No need to be fancy, just an overview.

    Archives

    May 2022
    March 2022
    February 2022
    December 2021
    September 2021
    August 2021
    June 2021
    May 2021
    April 2021
    March 2021
    February 2021
    January 2021
    August 2020
    June 2020
    May 2020
    April 2020
    March 2020
    November 2019
    September 2019
    August 2019
    June 2019
    May 2019
    February 2019
    September 2018
    August 2018
    July 2018
    May 2018
    January 2018
    November 2017
    September 2017
    August 2017
    June 2017
    March 2017
    January 2017

    Categories

    All
    100 Gbps
    200 Gbps
    25 Gbps
    400 Gbps
    40 Gbps
    50 Gbps SERDES
    800 Gbps
    802.11ax
    Aerohive
    Alcatel Lucent
    Amazon
    Apple
    Arista
    Arris/Ruckus Wireless
    Avaya
    AWS
    Azure
    Barefoot Networks
    Broadcom
    Brocade
    Campus Switch
    Cavium
    Ciena
    Cisco
    Cloud
    Cloud Managed
    Cloud-managed
    Cloud Report
    Colocation
    Consolidation
    Data Center
    DCI
    Dell
    D-Link
    ENAC
    Enterprise
    Ethernet
    Ethernet Switch
    Extreme
    Extreme Networks
    Facebook
    GCP
    Google
    H3C
    Hardened Switches
    HPE
    HPE Aruba
    Huawei
    Hyperscaler
    Hyperscalers
    IaaS
    Industrial Ethernet
    Innovium
    Juniper
    Manufacturing
    Mellanox
    Microsoft
    Mobility
    Multicloud
    MultiGig
    NaaS
    NBASE T
    NBASE-T
    Nephos
    Netgear
    Nokia
    Nvidia
    OFC
    Optical
    Riverbed
    Routing
    SASE
    Sdwan
    Security
    Semiconductors
    SERDES
    SONiC
    Trade War
    Ubiquiti
    Unified Access
    Wi-fi6
    Wi-Fi 6E
    Wi-fi7
    Wireless
    Witesand
    WLAN
    ZTE

    RSS Feed

Proudly powered by Weebly
  • Home
  • Programs
    • WLAN Infrastructure
    • Telecom Core Networks
    • Ethernet Switch Programs >
      • Ethernet Switch - Total
      • Ethernet Switch - Data Center
      • Ethernet Switch - Campus
      • Ethernet Switch - Carrier Ethernet
      • Campus Networks
      • Ethernet Switch - SMB
      • Ethernet Switch – Data Center - Programmable and Accelerated Report
    • Application Delivery Controller (ADC)
    • Merchant Silicon in the Data Center
    • Market Intelligence Reports
    • Consumer IoT
    • Disaggregated Routing Report
    • Industrial Switching Report
    • Multi-Cloud Workloads Forecast and Research Report
    • Secure Access Service Edge (SASE) Forecast and Research Report
    • 800 Gbps Report
    • Infrastructure as a Service (IaaS) Hyperscaler SWOT Report
    • SONiC Report
    • Single Pair Ethernet Forecast Report
  • News
    • Press Releases
  • Blog
  • About
  • Employment
  • Contact
  • Clients
  • Infrastructure as a Service (IaaS) Hyperscaler SWOT Report