10-16-2017, 02:46 AM
Here from Oclaro (taken from our article), the QSFP28 CARG is rather impressive.
10-16-2017, 02:55 AM
Also from Oclaro: the booming DCI (data center interconnect) sector growing at 47% CAGR..
10-25-2017, 12:49 AM
The Cisco® Global Cloud Index (GCI) is an ongoing effort to forecast the growth of global data center and cloud-based IP traffic. The forecast includes trends associated with data center virtualization and cloud computing. This document presents the details of the study and the methodology behind it. Forecast Overview Hyperscale Data Centers • Hyperscale data centers will grow from 259 in number at the end of 2015 to 485 by 2020. They will represent 47 percent of all installed data center servers by 2020. • Traffic within hyperscale data centers will quintuple by 2020. Hyperscale data centers already account for 34 percent of total traffic within all data centers and will account for 53 percent by 2020.
New Q2 data from Synergy Research Group shows that over the last 24 months, quarterly spend on all data center hardware and software has grown by just 5%, while spending on the public cloud portion of that has grown by 35%. The private cloud infrastructure market has also grown, though not as strongly as public cloud, while spending on traditional, non-cloud data center hardware and software has dropped by 18%. ODMs in aggregate account for the largest portion of the public cloud market, with Cisco being the leading individual vendor, followed by Dell EMC and HPE. The Q2 market leader in private cloud was Dell EMC, followed by HPE and Microsoft. The same three vendors led in the non-cloud data center market, though with a different ranking.
Data Center Infrastructure Market is Low Growth, but Public Cloud Blossoms
10-26-2017, 01:04 PM
Despite the astonishing expansion of Amazon's (AMZN - Get Report) cloud computing juggernaut over the last decade, Amazon Web Services is slowing from "hypergrowth" to mere "high growth," KeyBanc analyst Edward Yruma suggested in a preview of the company's earnings report on Thursday. That's hardly a knock on the success of the company. "While AWS growth is poised to decelerate for the eighth quarter in a row, there are few enterprises franchises operating at an $18 [billion] scale while still growing in excess of 40% annually," Yruma wrote. Amazon will give the latest read on its cloud business on Thursday when it reports numbers after the close.
Amazon's Cloud Business Is Decelerating From 'Hypergrowth' to Mere 'High Growth' - TheStreet