by Chris DePuy, 650 Group / October 15, 2026 This morning, Verizon and Ericsson announced the first pre-standard 6G field call in the 7 GHz band, completed at a Verizon commercial network site in Concord, California. The confirmed result is an outdoor call on a 400 MHz carrier using a… Read More »Ericsson’s 6G Field Call: Standardization’s Hardware Reality Check
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
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
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
Networking stands as the heart of AI factories. In my recent fireside chat with NVIDIA SVP of Networking Gilad Shainer, we examined the rapid architecture shifts as the industry enters the 800G upgrade cycle. Bandwidth explodes, scale-out ramps, and the 800G market surges in size. We project, as of July… Read More »Ethernet Switching is the Heart of AI Factories
Why Networking Scale Matters for AI’s Next Phase Introduction:The AI infrastructure boom shows no signs of slowing. Hyperscalers, neoclouds, sovereign clouds, and enterprises are pouring hundreds of billions into GPU and XPU clusters to fuel ever-larger models. Amazon’s CAPEX guide was $200B for 2026, and a slew of fresh capital… Read More »The Widening Chasm: XPU Data Hunger Outpaces Network Infrastructure
The Booming Data Center Networking Market: Massive Opportunities for Incumbents and Startups Can data center networking quadruple to $200B by 2032? Our forecast, as of January 2026: the market grows from just over $50B in 2026 — up from $40B in 2025 — to $200B by 2032, a 20%+ CAGR,… Read More »Navigating the Explosion in Data Center Networking Demand
How Ethernet is Poised to Expand in the Entire AI Networking Landscape IntroductionIn the rapidly evolving world of AI infrastructure, the debate between scale-up and scale-out architectures has shaped market dynamics. As we enter 2026, Ethernet’s trajectory suggests it will surge in Scale-Out and move from proof-of-concept to production in… Read More »In the AI Era, Ethernet Set to Surge in Scale-Out and Ramp in Scale-Up
Introduction Service Providers (SP) and Colocation (Colo) Providers play a pivotal role in enabling and scaling the AI economy. AI workloads, whether training, inference, agentic, consumer, or enterprise, have fundamentally different compute, storage, networking, and power requirements than traditional applications. Organizations must process massive volumes of sensitive, mission-critical data, redefining… Read More »Capturing the AI Wave: New Revenue Models for Service Providers and Colocation Operators
Introduction AI Ethernet Switching provides the backbone for connecting GPUs. We discussed the different types of AI fabrics and the advantages Ethernet had in our previous blog. The fabrics are key to how Neoclouds and Sovereign Clouds build next-generation AI clusters. Idle GPUs and congestion costs are significant. This blog… Read More »AI Fabrics for Neo and Sovereign Clouds: Why Non-Blocking Design Matters
