Technology Analyst and co-founder of 650 Group
by Chris DePuy, 650 Group / October 7, 2026 At the OCP Global Summit, which runs October 12–15 in San Jose (OCP Global Summit), we joined Cisco’s data center team for pre-show analyst sessions with Will Eatherton, SVP of Engineering for Data Center & Internet Infrastructure, and Rakesh Chopra, SVP… Read More »Cisco Charts the Pluggable Optics Fork: USFP versus XPO
by Chris DePuy, 650 Group / October 6, 2026 Renesas announced its first 100V enhancement-mode GaN discrete power transistors, carrying its GaN portfolio into the power stages closest to AI server processors. The RTP100E005G1FL, RTP100E2P6G1FL, RTP100E1P8G1FL-DSC, and RTP100E1P2G1FL-DSC parts keep a silicon-compatible footprint for drop-in migration, ship in MOSFET-compatible packages… Read More »Renesas Enters the AI Server 48V GaN Fight with First 100V E-Mode FETs
by Chris DePuy, 650 Group / October 5, 2026 Last week, the White House renamed artificial intelligence. On September 29, President Trump signed the executive order Inaugurating the Era of Super Intelligence, which directs every executive-branch agency to write “Super Intelligence” or “SI” in place of “Artificial Intelligence” or “AI”… Read More »The White House Renames AI to Super Intelligence: The Executive Order, the Accord, and SpaceXSI
What 650 Group is, who runs it, what its reports cover, how to buy and how to cite them.
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
Model selection and pod scheduling are mature. The layer between them — a policy-aware fabric deciding which inference site serves a request under latency, power, and sovereignty constraints — is AINF.
by Chris DePuy, 650 Group / September 24, 2026 This week, Rakuten Mobile announced it has surpassed 11 million subscribers. We read the number as a validation of the bet Rakuten has made since it entered the market: that a carrier can build its own network on Open RAN —… Read More »Rakuten Mobile Passes 11 Million Subscribers, Proving Open RAN Can Scale
Cambium Networks, a fixed wireless pioneer whose PMP and PTP radios powered thousands of WISPs, entered Chapter 11 and UK administration in September 2026. Here is the full chronology, and what happened to its people, in numbers.
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
Ericsson and Erillisverkot demoed 5G ISAC drone detection at Helsinki’s Vuosaari Harbor. The number that matters is not detection range but the installed RAN asset base it monetizes.
