Rambus and ChipAgents Bring Agentic AI Into Chip Design
Rambus adopts ChipAgents’ agentic AI platform companywide and invests strategically, betting AI-native workflows speed chip and silicon IP design.
Data Center
SpaceX Q3 2026: Two Virtuous Cycles Take Hold
by Chris DePuy, 650 Group / October 20, 2026 SpaceX (Nasdaq: SPCX) reported third quarter 2026 results this afternoon. Revenue reached $14.6 billion, up 161% year-over-year, and the Super Intelligence segment swung to a positive $431 million of operating income. We think the quarter confirms two virtuous cycles: the launch… Read More »SpaceX Q3 2026: Two Virtuous Cycles Take Hold
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 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
AI Backend Network Fabric: Lessons from Cisco Live
by Alan Weckel, 650 Group / October 5, 2026 The full interview between 650 Group’s Alan Weckel and Will Eatherton, SVP of Data Center, Internet & Cloud Infrastructure Engineering at Cisco, went up on the 650 Group YouTube channel a few months ago. It was such an interesting conversation that… Read More »AI Backend Network Fabric: Lessons from Cisco Live
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
Arrcus AINF: Inference Routing Becomes a Network Layer
Model selection and pod scheduling are mature. The layer between them — a policy-aware fabric deciding which inference site serves a request under latency, power, and sovereignty constraints — is AINF.
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
Coherent Lite Market Expected to Top 10 Million Units in 3-5 Years
Data Center Interconnect, Scale Across and Scale Out Drive This Market Incline Village, NV. Sept. 9, 2026 — In a newly released forecast, 650 Group projects the Coherent Lite market will surpass 10 million units within the next three to five years. We expect that there will be multiple drivers… Read More »Coherent Lite Market Expected to Top 10 Million Units in 3-5 Years
Grok Bot: Always-On Agent Compute and the Infrastructure It Demands
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