HPE Discover 2026: AI Takes Center Stage as Aruba and Juniper Integration Accelerates
At HPE Discover 2026, AI took center stage, as expected. The HPE / Juniper integration is proceeding.
Chris DePuy
Technology Analyst and co-founder of 650 Group
Extreme Networks Advances its AI Offerings at Extreme Connect 2026
We just returned from Extreme Connect 2026 in Orlando, Florida, where Extreme Networks convened customers, partners, and industry leaders for its flagship event and used the occasion to make three formal announcements that underscore the company’s sharpened focus on AI-powered autonomous networking. The company had numerous impressive customers on stage,… Read More »Extreme Networks Advances its AI Offerings at Extreme Connect 2026
Inseego’s Acquisition of Nokia’s Fixed Wireless Access (FWA) Segment
Inseego’s acquisition of Nokia’s Fixed Wireless Access customer premises equipment business, announced today, represents a significant consolidation play in one of the more dynamic segments of the wireless broadband market. As 650 Group has highlighted in our ongoing research, FWA continues to gain traction as mobile operators seek new monetization… Read More »Inseego’s Acquisition of Nokia’s Fixed Wireless Access (FWA) Segment
Belden Announces Agreement to Acquire RUCKUS Networks: A Strategic Leap into Full-Stack IT/OT Networking
Today, April 30, 2026, Belden announced a definitive agreement to acquire RUCKUS Networks from Vistance Networks for approximately $1.85 billion in a transaction expected to close in the second half of 2026, subject to customary closing conditions and receipt of applicable regulatory approvals. The outside date for closing is January… Read More »Belden Announces Agreement to Acquire RUCKUS Networks: A Strategic Leap into Full-Stack IT/OT Networking
AI Networking Will Ramp As Enterprise Wi-Fi Access Points Move Into the Wi-Fi 8 Era
AI networking will ramp as enterprise Wi-Fi access points move into the Wi-Fi 8 era. New Wi-Fi 8 Systems on Chips will incorporate inference capabilities for enhanced channel selection. At the Wi-Fi NOW Conference April 14-16, 2026, vendors discussed AI SOCs importance in the Enterprise Wi-Fi ecosystem.
MediaTek 2026 Analyst Day – Data Center is the Priority
While MediaTek expressed that Data Center is its highest priority and that by the end of 2027, the company’s revenue mix will look very different, it has numerous other opportunities. We highlight that the company has evolved from being a mobile SOC supplier to now an ecosystem-based semiconductor leader with… Read More »MediaTek 2026 Analyst Day – Data Center is the Priority
RSA Conference 2026 – Agents and AI Theme
We attended the show in San Francisco this year and can say that it was obvious on many levels that AI was the theme. We say it’s obvious because, from our walks around the show floor, about half the booths were promoting Artificial Intelligence in some way. Additionally, we saw… Read More »RSA Conference 2026 – Agents and AI Theme
Cato Networks Leverages NVIDIA Technology to Enhance its Security Services
The accelerating adoption of AI is placing new demands on enterprise security infrastructure. As organizations deploy copilots, AI assistants, and autonomous agents, security platforms must analyze far more contextual and conversational traffic than traditional controls were designed to handle. Cato Networks is addressing this shift with Cato Neural Edge, embedding NVIDIA… Read More »Cato Networks Leverages NVIDIA Technology to Enhance its Security Services
MWC 2026: The RAN Chip Wars – Merchant vs ASIC Strategies
Mobile World Congress 2026 crystallized the AI-RAN strategic split. Nokia and Samsung are betting on merchant silicon (CPUs and/or GPUs), while Ericsson, Huawei, and ZTE continue relying on purpose-built ASICs. The merchant camp believes general-purpose chips are now powerful and available enough to run real-time RAN functions plus AI workloads… Read More »MWC 2026: The RAN Chip Wars – Merchant vs ASIC Strategies
Arrcus Highlights its AI-Focused AINF at MWC 26
Having just returned from MWC 26 in Barcelona, I stopped by the Arrcus booth and learned about the Arrcus Inference Network Fabric (AINF) that the company announced right before the show. The company describes AINF as the first AI Inference Network Fabric. It is positioned as a carrier-grade, 5G-ready fabric… Read More »Arrcus Highlights its AI-Focused AINF at MWC 26