Blog
HPE Extends Self-Driving Networking to SASE
by Chris DePuy, 650 Group / October 27, 2026 This morning, HPE folded HPE Networking EdgeConnect into both HPE Mist and Aruba Central. The move puts the company’s SASE platform under the same agentic management framework as its wired and wireless portfolios. We see this announcement as significant progress on… Read More »Blog
Akamai Adds AI Inference and Agent Sandbox
by Chris DePuy, 650 Group / October 27, 2026 Akamai launched Akamai Inference and Akamai Agent Sandbox in beta today, adding managed model serving and an isolated execution environment for AI agents to Akamai Cloud. We think the launch is worth attention because Akamai has an interesting advantage in offering… Read More »Blog
Fortinet Moves AI Inspection Into the Firewall
by Chris DePuy, 650 Group / October 26, 2026 This morning, Fortinet announced the FortiGuard Inline AI Security Service, a cloud-delivered service that brings AI-specific inspection and guardrails to FortiGate firewalls without new infrastructure. The service is built on the company’s FortiAIGate technology and draws on capabilities from the recent… Read More »Blog
Cisco Puts Thousand Eyes Inside the Access Point
by Chris DePuy, 650 Group / October 23, 2026 Cisco this week outlined three wireless LAN enhancements that move agentic assurance, machine-readable network context, and quantum-resilient encryption down into its Wi-Fi access points. The items, shared in association with Cisco Partner Summit 2026, which runs October 26–28 in Vancouver, carry… Read More »Blog
Anthropic’s IPO Unlocks Additional CAPEX Wave
by Alan Weckel, 650 Group / October 26, 2026 Introduction Anthropic’s draft S-1 filing shows the next phase of AI infrastructure revenue and CAPEX spend. First-half 2026 revenue reached $16.3 billion, up from $1.1 billion in the prior-year period. Third-quarter revenue hit $16.8 billion, up 45 percent sequentially. Compute and… Read More »Blog
Rambus and ChipAgents Bring Agentic AI Into Chip Design
by Chris DePuy, 650 Group / October 22, 2026 Rambus and ChipAgents announced a layered strategic agreement on October 22, 2026 built around agentic AI for chip design. Three things are happening at once: Rambus is rolling the ChipAgents platform out across the company, spanning its own chip and silicon-IP… Read More »Blog