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Webscale Network Operators: 4Q21 Market Review

By Matt Walker published on April 1, 2022 Revenues for the webscale sector of network operators ended 2021 at $2.14 trillion. That’s up 25% from 2020, and nearly 3x the total recorded in 2011. One reason for this is a dramatic uptick... read more

Data Center Investment Tracker: 4Q21

By Matt Walker and Arun Menon published on February 15, 2022 Multiple types of companies are investing heavily in data center assets. Two years ago, the data center market was already vibrant, but COVID-19 gave this a boost as enterprises accelerated dig... read more

Amazon and Microsoft power 4Q21 webscale capex

By Matt Walker published on February 8, 2022 Preliminary fourth quarter earnings results from the webscale segment of network operators (WNOs) indicates a continued strong appetite for data center and cloud investment. Companies reporting... read more

Tencent: Tech Spending Profile

By Matt Walker published on February 4, 2022 Tencent is China’s largest Internet company. It has built a huge network in China to support growth of its vast digital ecosystem of services, both those provided directly and by partners. As... read more

Webscale Network Operators: 3Q21 Market Review

By Matt Walker published on December 16, 2021 Revenues for the webscale sector of network operators passed the $2 trillion mark in 3Q21, on an annualized basis, growing 29.1% YoY to reach $2.06T. The cloud is part of this;... read more

Highlights from Nokia’s 2021 analyst event

By Matt Walker published on November 24, 2021 Nokia held an online forum for industry analysts last week. Over four days of presentations, the company presented a compelling case for why it will remain a top tier supplier ... read more

Oracle Cloud rollout ramps up with Singapore opening

By Matt Walker published on November 10, 2021 Oracle announced the launch of its 33rd cloud region this week, in Singapore. It plans... read more

Facebook leading webscale network R&D

By Matt Walker published on October 29, 2021 The webscale sector of network operators spent nearly $1 trillion on R&D in the last decade. A rising portion of that R&D has targeted innovations in how their networks are built and op... read more

Webscale Network Operators: 2Q21 Market Review

By Matt Walker published on October 1, 2021 Webscale revenues now $1.96 trillion over four quarters, more than telecom The step change in revenue growth ... read more

Competitive Intelligence Briefing: Data Center Chips

By Arun Menon published on August 12, 2021 Summary The battle is getting intense in the lucrative data center chips market amid supply chain shortages and delays caused by Covid-19 pandemic. Central to this ba... read more