Marvell's datacenter revenue surpasses $1B per quarter, driven by hyperscaler AI
Biography
Craig Matsumoto is a senior research analyst in the 451 Research technology research group within S&P Global Market Intelligence. He covers distributed edge infrastructure, networking and interconnection for the Datacenter Services and Infrastructure channel. In the networking sphere, Craig’s current research focuses on cloud-native networking services, including multicloud connectivity. He also covers distributed edge clouds, such as content delivery networks, and tracks issues related to distributed data and on-demand infrastructure management. Prior to this role, Craig spent more than 20 years in technology journalism. As a lead editor at Light Reading, SDxCentral and EE Times, he followed the evolution of software-defined networking and its relationship to the then-emerging worlds of cloud computing and containerization. His past coverage has also included semiconductors, including semiconductor manufacturing, and telecom optical networking. Craig holds a Bachelor of Science degree in engineering mathematics from the University of California, Berkeley.
Recent Research from Craig Matsumoto
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2025 Trends in Datacenter Services & Infrastructure
AI is having a major impact on the datacenter industry and energy utilities, as datacenter providers and customers seek to lock in access to large amounts of power that may be required to support AI adoption. However, even though adoption of generative AI and other types of AI is strong, it is difficult to know how much infrastructure will be required and when. Sustainability remains a key concern as well, and a top question is whether AI infrastructure will lead to extended lives for coal-fired power plants and the construction of additional gas-fired power plants. Overall, AI requirements will continue to impact the industry, and datacenter demand will remain strong, but there could be major shifts in datacenter design and location, and some proposed facilities could be canceled or postponed.
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2025 Trends in Cloud and Cloud Native
Cloud platform evolution, IT modernization and AI adoption will be overarching market drivers in 2025, fueling other trends in cloud infrastructure and services and cloud-native technologies in the coming year. The cloud sector continues to transform as hyperscalers, managed service providers, global systems integrators, hardware vendors and independent software vendors advance overlapping visions for IT infrastructure and application modernization enabled by automation and powered by the (disruptive) promise of generative AI.
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Coverage Initiation: Avassa eyes the vastly distributed edge
The startup offers a PaaS for managing edge applications and infrastructure. Its abstraction layer works with disparate environments and is more versatile than Kubernetes. In four years, Avassa has been able to support a multitenant edge distributed across thousands of nodes, and it recently attracted global retailer H&M as a customer and investor.
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Lenovo sees revenue grow across divisions as its vision of hybrid AI evolves
The company straddles many technical and geopolitical borders: consumer and datacenter/enterprise markets, original design manufacturer and branded hardware products, and its operations in China and the rest of the world. With worldwide PC sales falling, Lenovo is pinning its hopes on AI acting as an engine for a new refresh cycle.
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2025 Trends in IoT, Edge & Digital Industries
This report explores key trends shaping the internet of things and related technologies, highlighting their evolution from stand-alone offerings to integrated enablers of digital transformation. Covering advancements in IoT platforms, AI at the edge, IT/operational technology convergence and automation technologies such as drones and autonomous vehicles, the report provides actionable insights into how these innovations are redefining industries and preparing enterprises for a connected, AI-driven future.
More research from Craig Matsumoto
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