Technology Analyst and co-founder of 650 Group
by Chris DePuy, 650 Group / October 27, 2026 This morning, HPE folded HPE Networking EdgeConnect into both HPE Mist and Aruba Central. The move puts the company’s SASE platform under the same agentic management framework as its wired and wireless portfolios. We see this announcement as significant progress on… Read More »HPE Extends Self-Driving Networking to SASE
Akamai launches AI inference and an agent sandbox in beta. 650 Group sizes the edge POP footprint and security record behind Akamai’s AI infrastructure push.
Fortinet’s FortiGuard Inline AI Security Service brings prompt and agent inspection to FortiGate. 650 Group reads the thin detection specs behind the rollout.
Cisco’s Partner Summit 2026 WLAN news puts Thousand Eyes test agents inside Wi-Fi 7 and 6E access points, ships a Model Context Protocol server for the networking platform, and schedules post-quantum over-the-air encryption for 2027. 650 Group reads what that means for network operations.
Rambus adopts ChipAgents’ agentic AI platform companywide and invests strategically, betting AI-native workflows speed chip and silicon IP design.
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
