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Data Center

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 The OCP Global Summit opened Monday in San Jose and runs through 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

AI Buildouts Have a Networking Manufacturing Problem

IntroductionAI factories’ growth continues at a pace of expansion that is pushing technology and the supply chain to its limits. Hyperscalers, neoclouds, and sovereign programs are committing hundreds of billions of dollars to GPUs and XPUs. Equipment spend is already moving through a trillion-dollar wave this decade. AI networking itself… Read More »AI Buildouts Have a Networking Manufacturing Problem

Marvell Investor Day – The Path to Multi-Trillion CAPEX and Tokenomics

Marvell has significantly increased the company’s short-term and long-term guidance during its investor day in NYC. CEO Matt Murphy, followed by the rest of the executive team, were excited to share how Marvell’s TAM would reach $400B by 2030, supported by nearly $3T of CAPEX. The four main pillars of… Read More »Marvell Investor Day – The Path to Multi-Trillion CAPEX and Tokenomics

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