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Chris DePuy

Technology Analyst and co-founder of 650 Group

OCP Global Summit 2026: Record Demand, AI in More Than Nine of Ten Releases, and a Calendar Built Around the Show

by Chris DePuy, 650 Group / October 15, 2026 The OCP Global Summit opened Monday in San Jose and runs through October 15, sold out for 2026, and the momentum behind the show keeps building. The organizers are reporting attendance of roughly 15,000, with about 3,000 more would-be attendees turned… Read More »OCP Global Summit 2026: Record Demand, AI in More Than Nine of Ten Releases, and a Calendar Built Around the Show

Broadcom’s OCP Slate: Tomahawk 6 Davisson CPO and Ethernet for 100,000-Accelerator Clusters

by Chris DePuy, 650 Group / October 9, 2026 This week, Broadcom announced its 2026 OCP Global Summit slate, placing its AI networking lineup — the Tomahawk 6 and Tomahawk Ultra switch families with Jericho 4, Thor NICs at 800G (Thor Ultra) and 400G (Thor 2), and the third-generation TH6-Davisson… Read More »Broadcom’s OCP Slate: Tomahawk 6 Davisson CPO and Ethernet for 100,000-Accelerator Clusters

Renesas Enters the AI Server 48V GaN Fight with First 100V E-Mode FETs

by Chris DePuy, 650 Group / October 6, 2026 Renesas announced its first 100V enhancement-mode GaN discrete power transistors, carrying its GaN portfolio into the power stages closest to AI server processors. The RTP100E005G1FL, RTP100E2P6G1FL, RTP100E1P8G1FL-DSC, and RTP100E1P2G1FL-DSC parts keep a silicon-compatible footprint for drop-in migration, ship in MOSFET-compatible packages… Read More »Renesas Enters the AI Server 48V GaN Fight with First 100V E-Mode FETs

The White House Renames AI to Super Intelligence: The Executive Order, the Accord, and SpaceXSI

by Chris DePuy, 650 Group / October 5, 2026 Last week, the White House renamed artificial intelligence. On September 29, President Trump signed the executive order Inaugurating the Era of Super Intelligence, which directs every executive-branch agency to write “Super Intelligence” or “SI” in place of “Artificial Intelligence” or “AI”… Read More »The White House Renames AI to Super Intelligence: The Executive Order, the Accord, and SpaceXSI