Showing posts with label 650 Group. Show all posts
Showing posts with label 650 Group. Show all posts

Thursday, February 4, 2021

650 Group: Multi-Cloud to Drive Significant Workload Growth

The worldwide number of workloads being deployed will increase nearly 500% by 2025, according to a new report published this week by 650 Group titled Workloads and Multi-Cloud Forecast 2020-2025

Workloads continue to evolve for both search and social clouds, as well as IaaS and SaaS providers. The report discusses the impact of the changes to component suppliers, end-users, system vendors, and is targeted for system vendors, ASIC suppliers, and component suppliers in the cloud infrastructure market.

Workload definitions evolve as technology expands. Historically, the context of a workload tied it directly to the number of servers, and later, it was the number of virtual machines (VMs) or applications that spanned machines. Today, the context evolves to the number of containers or individual serverless code-snippets. The compute, storage, and networking infrastructure had to evolve to support how the application changes.

"Multi-Cloud and new AI /ML workloads are driving significant investment in data centers with new compute and networking infrastructures emerging to address new workloads," said Alan Weckel, Technology Analyst at 650 Group. “The time has passed for an application and its data to reside in one data center. There is a tremendous opportunity for new vendors in multi-cloud, as well as co-location, to address evolving enterprise needs.”

https://www.650group.com/

Wednesday, May 27, 2020

650 Group: Ethernet switch market dropped 10% YoY in Q1

The Ethernet Switch Market declined nearly 10% Y/Y on weak campus and data center results in 1Q20, declining to approximately $7 billion, according to a newly released report from 650 Group. The report also indicated significant regional differences amongst vendors, as well as aggressive ASP fluctuations in the market.

“The Ethernet Switch market contracted in the expected regions and verticals in 1Q20,” said Alan Weckel, Founder and Technology Analyst at 650 Group. “Supply chain constraints in factories and components remain entering the last month of 2Q20. Certain component shortages will remain well into 2021 as vendors prioritize customers and products throughout the year.  Our vertical analysis of the campus and data center Ethernet switching markets indicates a different recovery rate and use of technology as the market begins to rebound in 2H20.  Digital transformation and the use of cloud platforms will be critical to companies going forward, especially as the digital divide increases across regions and customers.”

The 650 Group Quarterly Ethernet Switch report also indicates what impact the trade war is having on campus suppliers and the surge in 25 Gbps port shipments from H3C and Huawei.
The report highlights how campus Ethernet switching outperformed data center switching with new products from Arista, Cisco, Extreme Networks, and Juniper all ramping during the quarter.