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AI Networking

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

Marvell Expands AI Memory and Storage Infrastructure with Bravera SC6

Networking now determines how effectively memory reaches GPUs Introduction Memory has become a critical constraint in AI infrastructure. As models scale, solutions involve a mixture of experts, and context windows expand, the way memory is used must change. If we don’t change, GPUs stall waiting for data rather than computing.… Read More »Marvell Expands AI Memory and Storage Infrastructure with Bravera SC6

Arrcus and UfiSpace Announce Ethernet System for AMD Instinct

This week at AMD Advancing AI Day in San Francisco (July 22–23, 2026), Arrcus and UfiSpace announced an integrated networking solution for AMD-powered AI infrastructure, shown alongside GIGABYTE’s GIGAPOD rack from Giga Computing built on AMD EPYC and AMD Instinct platforms. Arrcus is a leading networking software company; its ArcOS… Read More »Arrcus and UfiSpace Announce Ethernet System for AMD Instinct

Extreme Networks Holds Upbeat Investor and Analyst Day

We attended Extreme Networks’ Investor and Analyst Day at NASDAQ’s New York City facilities earlier this week.  The company was decidedly upbeat and emphasized that it has an opportunity to pursue customers currently served by its competitors.  The company reiterated that its Extreme Platform ONE (its cloud and AI management… Read More »Extreme Networks Holds Upbeat Investor and Analyst Day