Chris DePuy

Technology Analyst and co-founder of 650 Group

Cato Networks Leverages NVIDIA Technology to Enhance its Security Services

by Chris DePuy
March 17, 2026March 17, 2026

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

by Chris DePuy
March 16, 2026March 16, 2026

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

by Chris DePuy
March 12, 2026March 12, 2026

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

Fortinet Accelerate 26 Event Highlights AI Readiness

by Chris DePuy
March 11, 2026March 11, 2026

I attended the upbeat Fortinet Accelerate 2026 in Las Vegas on Tuesday. As part of the show, the company made two key announcements: FortiOS 8.0 and FortiSOC. Fortinet introduced FortiOS 8.0, which expands the Security Fabric with Secure AI Controls for visibility into shadow AI and AI-aware application controls, Fabric-Based… Read More »Fortinet Accelerate 26 Event Highlights AI Readiness

SpaceX Acquisition of xAI Drives AI Capex

by Chris DePuy
February 3, 2026February 3, 2026

Yesterday, news came out that two Elon Musk-led companies, SpaceX and xAI were merging. We conduct research across many aspects of the now-combined company and believe the combination makes it much more likely that the xAI part will receive continued, robust funding to build numerous data centers in the future.… Read More »SpaceX Acquisition of xAI Drives AI Capex

Marvell’s CPO Story Unfolds at its Industry Analyst Meeting

by Chris DePuy
December 10, 2025December 11, 2025

We attended the Marvell Industry Analyst Day in Santa Clara, California today. The company focused almost exclusively on the Data Center market opportunities the company is pursuing. Numerous spokespersons said that it thinks it has enough manufacturing capacity to hit its 2026 plans and it is working with customers and its suppliers… Read More »Marvell’s CPO Story Unfolds at its Industry Analyst Meeting

Extreme Networks Holds Upbeat Investor and Analyst Day

by Chris DePuy
November 13, 2025November 13, 2025

We attended Extreme Networks’ Investor and Analyst Day at NASDAQ’s New York City facilities earlier this week. The company was decidedly upbeat and emphasized that it has an opportunity to pursue customers currently served by its competitors. The company reiterated that its Extreme Platform ONE (its cloud and AI management… Read More »Extreme Networks Holds Upbeat Investor and Analyst Day

NVIDIA Invests $1B In Nokia to Influence AI-RAN

by Chris DePuy
October 31, 2025October 31, 2025

This week at NVIDIA’s GTC show in Washington, D.C., NVIDIA and Nokia announced that NVIDIA will invest $1 billion in Nokia to jointly pursue the goal of developing AI-RAN systems in the future. Based on the companies’ formal announcement and a call hosted by Nokia earlier this week, we understand that Nokia… Read More »NVIDIA Invests $1B In Nokia to Influence AI-RAN

Fortinet Analyst Meeting – Celebrating 25 Years

by Chris DePuy
October 30, 2025October 30, 2025

We attended an analyst meeting held in Fortinet’s headquarters and Executive Briefing Center (EBC) this week. Over ten different executives presented to the small audience about product, marketing and go-to-market activities at the cybersecurity leader. We left with the sense that SASE is the company’s key growth engine and that… Read More »Fortinet Analyst Meeting – Celebrating 25 Years

ZTE User Conference in Milan: AI and 6G at the Forefront

by Chris DePuy
October 8, 2025October 8, 2025

We attended the ZTE User Conference and Analyst Meeting in Milan, Italy, this week. The company is celebrating its 40th anniversary. On the first day, many customers presented and shared various insights about their operations; the operators’ insights primarily related to AI, 6G, and European mobile over-competition. On the second… Read More »ZTE User Conference in Milan: AI and 6G at the Forefront

Chris DePuy

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