Chris DePuy

Technology Analyst and co-founder of 650 Group

Nokia Broadband Team Illustrates its 25G, 50G and mmWave Opportunities

This week, we attended the Nokia Fixed Networks (Broadband) team’s annual analyst meeting in Texas.  The company was quite bullish about its progress with 25G Passive Optical Networks (PON) (more on this next).  In light of its disclosure that it has shipped 192 million broadband devices, it shared its unique… Read More »Nokia Broadband Team Illustrates its 25G, 50G and mmWave Opportunities

T-Mobile US announces Texting and Data from Space using T-Satellite

Yesterday, T-Mobile US fulfilled its satellite service plans, partnering with SpaceX’s Starlink service to deliver texting and data transfer services. We are very bullish on this offering as it represents a significant expansion in territory that is covered, while simultaneously reducing the need for rural towers. We believe the capital… Read More »T-Mobile US announces Texting and Data from Space using T-Satellite

Exploring the Potential Impact of HPE’s GreenLake Intelligence on Hybrid IT Operations

We attended the Hewlett Packard Enterprise’s (HPE) Discover conference in Las Vegas this week. Focusing on the company’s agentic AI framework, Greenlake Intelligence, we felt this was an ambitious vision for managing across multiple parts of the HPE product set. This initiative aims to integrate AI-driven automation across HPE’s hybrid… Read More »Exploring the Potential Impact of HPE’s GreenLake Intelligence on Hybrid IT Operations

Mavenir’s Restructuring Reflects RAN Industry Woes, Retrenching to Telecom Core

Last year, when Mavenir parted ways with John Baker, its Open RAN evangelist, it was pretty clear that Mavenir hadn’t met its plans for its RAN business. This week, it announced a $1.3 billion debt and equity restructuring, and today we learned of its plans to save $400 million per… Read More »Mavenir’s Restructuring Reflects RAN Industry Woes, Retrenching to Telecom Core

AMD Keynote: Responding to the Needs of Existing and Future Hyperscalers

We attended the very upbeat AMD Advancing AI 2025 Keynote with its CEO, Lisa Su.  Guests included hardware partners such as xAI, Meta, Oracle, HUMAIN, Microsoft, and OpenAI.  The company announced that its MI355-series GPU ships commercially in 3Q25 and previewed its MI4xx-series, which it expects to ship in 2026. … Read More »AMD Keynote: Responding to the Needs of Existing and Future Hyperscalers

NVIDIA Announces “Security for AI” DOCA Argus Framework at RSA Conference

NVIDIA Announces “Security for AI” DOCA Argus Framework at RSA Conference NVIDIA announced a new software framework that intends to provide a real-time security function for AI Infrastructure, which can be called “Security for AI.”  The AI giant is using its BlueField Data Processing Unit (DPU) to read memory in… Read More »NVIDIA Announces “Security for AI” DOCA Argus Framework at RSA Conference