Blog
Nokia Optical and Routing Conference Highlights
The AI traffic boom and Coherent Pluggables were the new themes at this year’s Nokia SRexperts / Wavelengths conference. Since Nokia completed its Infinera acquisition in February 2025, it has made leadership changes to reflect its increasing market presence and expanded product breadth. Notably, David Heard, the President of Network… Read More »Blog
Tarana Launches its New G2 Product
Fixed Wireless Access (FWA) company, Tarana Wireless, launched its second-generation product series called G2. The wireless radio system, intended for installation on wireless towers, supports the 3, 5, and 6 GHz spectrum in the same hardware and can practically connect to up to 400 homes or businesses. The tower-mounted product… Read More »Blog
Nokia Broadband Team Illustrates its 25G, 50G and mmWave Opportunities
This week, we attended the Nokia Fixed Networks (Broadband) team’s annual analyst meeting in Texas. The company was quite bullish about its progress with 25G Passive Optical Networks (PON) (more on this next). In light of its disclosure that it has shipped 192 million broadband devices, it shared its unique… Read More »Blog
A Tale of Three Networks, AI Networking Infrastructure Surge Spans Multiple Protocols and Technologies
Scale-Up (Ethernet, NVLink, PCIe, UALink), Scale-Out (Ethernet, InfiniBand), and Front-End (Ethernet) Contribute to $50B+ in Incremental Networking Opportunity This Decade AI’s extreme performance demands are driving divergence in networking architectures, featuring distinct protocols, technologies, and topologies across components. We expect companies to embrace multiple aspects of these challenges and develop… Read More »Blog
Today’s Distributed Hybrid AI requires investments in AI Fabrics, DCI/WAN, and Security
AI Networking to Approach $100B a Year by the End of the Decade By Alan Weckel, Founder and Technology Analyst at 650 Group As the market moves from foundational models to widespread adoption of inference, AI networking fabrics will increasingly span multiple facilities. For a hyperscaler, this could mean connecting… Read More »Blog
HPE Closes Juniper Acquisition
This morning, HPE closed on the Juniper deal, following the surprise announcement over the weekend that HPE had settled with the US Department of Justice (DOJ) right before the planned trial was to begin. HPE CEO Antonio Neri and former Juniper CEO Rami Rahim held a call with press and… Read More »Blog