How Cloud Computing Upgrade Cycle To 400G Could Drive Tech Stocks
Summary
"We expect Amazon and Google to lead the hyperscale data center migration to 400G in 2019 followed by Microsoft, Facebook, and Apple in 2020," said Alan Weckel, founder of 650 Group.Brad Casemore, analyst at market research firm IDC, says the move to 400G basically creates more bandwidth — essentially fatter pipes that allow for more data to pass through at once.The upgrade cycle to 400G could be an opportunity for Intel and startups in silicon photonics to gain share in the optical communications market, some analysts say.Amazon, Facebook, Alphabets Google and Microsoft have pushed data center computing performance to higher levels."Ciena has a comfortable lead in the 400G market with an exceptional pipeline of hyperscale data center opportunities," Piper Jaffray analyst Troy Jensen said in a recent note to clients.