Technology Analyst and co-founder of 650 Group
by Chris DePuy, 650 Group / October 21, 2026 This week at GTC Berlin, Nokia announced the next phase of its AI-RAN program with NVIDIA, moving the technology from platform launch into live-network integration. The work builds on the first commercial AI-RAN platform the two companies shipped in July and… Read More »Nokia and NVIDIA Push AI-RAN Into Live Networks
by Chris DePuy, 650 Group / October 19, 2026 This week, Cloudflare announced an expanded partner ecosystem for Cloudflare OS, the company’s AI workspace. The announcement pairs one-click integrations into widely deployed enterprise applications with services teams that stand the platform up for customers. The press release lists new integrations… Read More »Cloudflare OS Adds AI Workspace Partners
by Chris DePuy, 650 Group / October 20, 2026 SpaceX (Nasdaq: SPCX) reported third quarter 2026 results this afternoon. Revenue reached $14.6 billion, up 161% year-over-year, and the Super Intelligence segment swung to a positive $431 million of operating income. We think the quarter confirms two virtuous cycles: the launch… Read More »SpaceX Q3 2026: Two Virtuous Cycles Take Hold
Proofpoint is buying Varonis for about $6.3 billion in cash — $49.75 a share, a 52% premium — fusing human-and-agent security with data security ahead of a first-half 2027 close.
by Chris DePuy, 650 Group / October 16, 2026 The OCP Global Summit opened Monday in San Jose and closed on 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
by Chris DePuy, 650 Group / October 15, 2026 This morning, Verizon and Ericsson announced the first pre-standard 6G field call in the 7 GHz band, completed at a Verizon commercial network site in Concord, California. The confirmed result is an outdoor call on a 400 MHz carrier using a… Read More »Ericsson’s 6G Field Call: Standardization’s Hardware Reality Check
by Chris DePuy, 650 Group / October 14, 2026 This morning, Marvell announced the second-generation Structera X 3406 and 3506 CXL 3.2 memory expanders — the industry’s first six-channel CXL memory expanders aimed at AI inference — as the OCP Global Summit gets under way in San Jose. The company… Read More »Marvell Doubles Down on the AI Memory Wall and the Wires Around It
Credo detailed its 1.6T ZeroFlap Active Light Cable at OCP Global Summit 2026 — row-scale, wide-parallel optics with copper-class reliability.
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
by Chris DePuy, 650 Group / October 8, 2026 Infineon introduced a 27 kW three-phase power supply unit reference design for AI server racks on Thursday, ahead of next week’s OCP Global Summit in San Jose. The design targets the shift in AI data centers toward 800 VDC and ±400… Read More »Infineon’s 27 kW PSU: AI Rack Power Is the New Bottleneck
