Chris DePuy

Technology Analyst and co-founder of 650 Group

Inseego’s Acquisition of Nokia’s Fixed Wireless Access (FWA) Segment

by Chris DePuy
April 30, 2026April 30, 2026

Inseego’s acquisition of Nokia’s Fixed Wireless Access customer premises equipment business, announced today, represents a significant consolidation play in one of the more dynamic segments of the wireless broadband market. As 650 Group has highlighted in our ongoing research, FWA continues to gain traction as mobile operators seek new monetization… Read More »Inseego’s Acquisition of Nokia’s Fixed Wireless Access (FWA) Segment

Belden Announces Agreement to Acquire RUCKUS Networks: A Strategic Leap into Full-Stack IT/OT Networking

by Chris DePuy
April 30, 2026April 30, 2026

Today, April 30, 2026, Belden announced a definitive agreement to acquire RUCKUS Networks from Vistance Networks for approximately $1.85 billion in a transaction expected to close in the second half of 2026, subject to customary closing conditions and receipt of applicable regulatory approvals. The outside date for closing is January… Read More »Belden Announces Agreement to Acquire RUCKUS Networks: A Strategic Leap into Full-Stack IT/OT Networking

AI Networking Will Ramp As Enterprise Wi-Fi Access Points Move Into the Wi-Fi 8 Era

by Chris DePuy
April 29, 2026April 29, 2026

AI networking will ramp as enterprise Wi-Fi access points move into the Wi-Fi 8 era. New Wi-Fi 8 Systems on Chips will incorporate inference capabilities for enhanced channel selection. At the Wi-Fi NOW Conference April 14-16, 2026, vendors discussed AI SOCs importance in the Enterprise Wi-Fi ecosystem.

MediaTek 2026 Analyst Day – Data Center is the Priority

by Chris DePuy
April 6, 2026April 6, 2026

While MediaTek expressed that Data Center is its highest priority and that by the end of 2027, the company’s revenue mix will look very different, it has numerous other opportunities. We highlight that the company has evolved from being a mobile SOC supplier to now an ecosystem-based semiconductor leader with… Read More »MediaTek 2026 Analyst Day – Data Center is the Priority

RSA Conference 2026 – Agents and AI Theme

by Chris DePuy
April 2, 2026April 2, 2026

We attended the show in San Francisco this year and can say that it was obvious on many levels that AI was the theme. We say it’s obvious because, from our walks around the show floor, about half the booths were promoting Artificial Intelligence in some way. Additionally, we saw… Read More »RSA Conference 2026 – Agents and AI Theme

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

Chris DePuy

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