Technology Analyst and co-founder of 650 Group
by Chris DePuy, 650 Group / October 15, 2026 This morning, Verizon and Ericsson announced the first pre-standard 6G field call in the 7 GHz band, completed at a Verizon commercial network site in Concord, California. The confirmed result is an outdoor call on a 400 MHz carrier using a… Read More »Ericsson’s 6G Field Call: Standardization’s Hardware Reality Check
by Chris DePuy, 650 Group / October 14, 2026 This morning, Marvell announced the second-generation Structera X 3406 and 3506 CXL 3.2 memory expanders — the industry’s first six-channel CXL memory expanders aimed at AI inference — as the OCP Global Summit gets under way in San Jose. The company… Read More »Marvell Doubles Down on the AI Memory Wall and the Wires Around It
Credo detailed its 1.6T ZeroFlap Active Light Cable at OCP Global Summit 2026 — row-scale, wide-parallel optics with copper-class reliability.
by Chris DePuy, 650 Group / October 9, 2026 This week, Broadcom announced its 2026 OCP Global Summit slate, placing its AI networking lineup — the Tomahawk 6 and Tomahawk Ultra switch families with Jericho 4, Thor NICs at 800G (Thor Ultra) and 400G (Thor 2), and the third-generation TH6-Davisson… Read More »Broadcom’s OCP Slate: Tomahawk 6 Davisson CPO and Ethernet for 100,000-Accelerator Clusters
by Chris DePuy, 650 Group / October 8, 2026 Infineon introduced a 27 kW three-phase power supply unit reference design for AI server racks on Thursday, ahead of next week’s OCP Global Summit in San Jose. The design targets the shift in AI data centers toward 800 VDC and ±400… Read More »Infineon’s 27 kW PSU: AI Rack Power Is the New Bottleneck
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
