Technology Analyst and co-founder of 650 Group
Flex (NASDAQ: FLEX) said this week it has reached a definitive agreement to buy EPC Power for $4.4 billion, folding in differentiated power-conversion and grid-forming technology built for the next generation of 800V data center power architectures. Flex expects the deal to close in the fourth quarter of calendar 2026,… Read More »Flex Acquires EPC Power: A $4.4B Bet on 800V AI Data Center Power
Data Center Interconnect, Scale Across and Scale Out Drive This Market Incline Village, NV. Sept. 9, 2026 — In a newly released forecast, 650 Group projects the Coherent Lite market will surpass 10 million units within the next three to five years. We expect that there will be multiple drivers… Read More »Coherent Lite Market Expected to Top 10 Million Units in 3-5 Years
This morning, Arm positioned the new Mali G2-Ultra NX GPU as its first AI-native Mali graphics core, integrating dedicated neural accelerators directly into the shader pipeline rather than bolting an NPU alongside it. It arrives with a third-generation ray tracing unit and a new execution engine Arm calls the largest… Read More »Arm’s Mali G2-Ultra NX: Neural Accelerators Take Mobile Graphics AI-Native
Nokia today announced Mobile Core Early Access, a live, hosted environment that lets telecommunications providers and enterprises evaluate the software behind AI-era mobile core networks before committing to deployment. The program launched in June with a select group of 30 companies; with today’s announcement, registration is now open to the… Read More »Nokia Opens Its Mobile Core Early Access Program to the Whole Industry
by Chris DePuy / August 30, 2026 On August 11, 2026, xAI introduced Grok Bot, an early-beta product it frames as a roster of always-on AI agents that each run on a cloud computer of their own, sign into the customer’s existing tools, and carry multi-step jobs through to completion… Read More »Grok Bot: Always-On Agent Compute and the Infrastructure It Demands
In recent weeks, Cato Networks made clear it is deepening its position in AI security while building on its SASE foundation. The company launched Agentic Threat Prevention, disclosed two critical vulnerabilities in the Cursor IDE through its Cato AI Labs, and reported that annualized recurring revenue has now passed $415… Read More »Cato Networks Pivots to Agentic AI Security as ARR Passes $415M
Celona today announced Orion, a new enterprise platform that unifies private 5G, Wi-Fi, public cellular, and satellite into a single wireless fabric designed for AI-native operations. Celona is positioning Orion as its Agentic Converged Wireless Platform, creating a new category that brings together previously separate wireless domains under a unified… Read More »Celona Launches Orion, an Agentic Converged Wireless Platform
At Black Hat USA 2026, Cribl unwrapped a set of AI-era security capabilities for its existing platform. The headline is the AI Observability app, which puts token counts, spending, model uptake, and risk into a single view across teams and applications and flags sensitive data as it enters prompts and… Read More »Cribl Announces AI Observability at Black Hat
This week, Cribl announced it is acquiring CardinalOps, an agentic detection-engineering company, in a move that extends the firm beyond pipeline and routing into security operations. In the press release, Cribl positions itself as the AI Platform for Telemetry and frames the deal as adding detection capabilities that help customers… Read More »Cribl Enters SIEM Security Market
This week at AMD Advancing AI Day in San Francisco (July 22–23, 2026), Arrcus and UfiSpace announced an integrated networking solution for AMD-powered AI infrastructure, shown alongside GIGABYTE’s GIGAPOD rack from Giga Computing built on AMD EPYC and AMD Instinct platforms. Arrcus is a leading networking software company; its ArcOS… Read More »Arrcus and UfiSpace Announce Ethernet System for AMD Instinct
