by Chris DePuy, 650 Group / October 19, 2026 This week, Cloudflare announced an expanded partner ecosystem for Cloudflare OS, the company’s AI workspace. The announcement pairs one-click integrations into widely deployed enterprise applications with services teams that stand the platform up for customers. The press release lists new integrations… Read More »Cloudflare OS Adds AI Workspace Partners
by Chris DePuy, 650 Group / October 16, 2026 The OCP Global Summit opened Monday in San Jose and closed on October 15, sold out for 2026, and the momentum behind the show keeps building. The organizers are reporting attendance of roughly 15,000, with about 3,000 more would-be attendees turned… Read More »OCP Global Summit 2026: Record Demand, AI in More Than Nine of Ten Releases, and a Calendar Built Around the Show
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
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
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
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
CoreWeave has brought up multi-rack NVIDIA Vera Rubin NVL72 on CoreWeave Cloud, tying hundreds of Rubin GPUs into one scale-out cluster over Spectrum-X Ethernet with 1.6 Tb/s of ConnectX-9 fabric per GPU.
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
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, 650 Group / 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… Read More »Grok Bot: Always-On Agent Compute and the Infrastructure It Demands
