Skip to content

AI Infrastructure

HPE Networking Investor Day: Raised Synergies, Segment Growth Targets, and a $1.2B AMD Helios Proof Point

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

Meta’s Petal Subsea Cable Doubles Transatlantic Capacity with Multi-Core Fiber

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

Flex Acquires EPC Power: A $4.4B Bet on 800V AI Data Center Power

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 Opens Its Mobile Core Early Access Program to the Whole Industry

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

AMD Keynote: Responding to the Needs of Existing and Future Hyperscalers

We attended the very upbeat AMD Advancing AI 2025 Keynote with its CEO, Lisa Su.  Guests included hardware partners such as xAI, Meta, Oracle, HUMAIN, Microsoft, and OpenAI.  The company announced that its MI355-series GPU ships commercially in 3Q25 and previewed its MI4xx-series, which it expects to ship in 2026. … Read More »AMD Keynote: Responding to the Needs of Existing and Future Hyperscalers