Chris DePuy

Technology Analyst and co-founder of 650 Group

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

Google’s Planned Acquisition of Wiz Has The Potential to Change the Security Industry

Today, Google announced plans to acquire Wiz, Inc. for $32B in cash. Of course, the deal is subject to “customary closing conditions including regulatory approvals.” Google said that Wiz’s products will continue to work and will be available across all major clouds, including AWS, Azure, and Oracle Cloud. It also… Read More »Google’s Planned Acquisition of Wiz Has The Potential to Change the Security Industry

Drivenets Makes a Splash at MWC25

We met with Drivenets executives at the show last week and learned much about the scope of the company. Importantly, the network software company is growing very significantly and has numerous contracts. The company now employs over 500 people and has over 100 open requisitions to hire more personnel.