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Chris DePuy

Technology Analyst and co-founder of 650 Group

OCP Global Summit 2026 Pre-Show Read: Record Demand, AI in More Than Nine of Every Ten Releases, and a Calendar Built Around the Show

by Chris DePuy, 650 Group / October 7, 2026 The OCP Global Summit opens next week in San Jose, October 12–15, sold out for 2026, and the momentum behind the show keeps building. We have been counting the companies that time press releases around each major trade show, and the… Read More »OCP Global Summit 2026 Pre-Show Read: Record Demand, AI in More Than Nine of Every Ten Releases, and a Calendar Built Around the Show

HPE Networking Investor Day: Raised Synergies, Segment Growth Targets, and a $1.2B AMD Helios Proof Point

by Chris DePuy, 650 Group / September 30, 2026 Today, we attended HPE’s Networking Investor Day, where the company put numbers on its post-Juniper networking strategy — and, the same morning, backed the story with its first AMD Helios AI Rack order, a $1.2B deal with Vultr. The through-line of… Read More »HPE Networking Investor Day: Raised Synergies, Segment Growth Targets, and a $1.2B AMD Helios Proof Point

Meta’s Petal Subsea Cable Doubles Transatlantic Capacity with Multi-Core Fiber

by Chris DePuy, 650 Group / September 24, 2026 This week, Meta, NEC, and Sumitomo Electric announced Petal, the first commercial petabit-class transoceanic submarine cable system, linking the US and France across roughly 7,000 km with service expected in 2029. Meta calls it the first multi-core fiber cable deployed at… Read More »Meta’s Petal Subsea Cable Doubles Transatlantic Capacity with Multi-Core Fiber