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The White House Renames AI to Super Intelligence: The Executive Order, the Accord, and SpaceXSI

by Chris DePuy, 650 Group / October 5, 2026 Last week, the White House renamed artificial intelligence. On September 29, President Trump signed the executive order Inaugurating the Era of Super Intelligence, which directs every executive-branch agency to write “Super Intelligence” or “SI” in place of “Artificial Intelligence” or “AI”… Read More »The White House Renames AI to Super Intelligence: The Executive Order, the Accord, and SpaceXSI

Google’s Planned Acquisition of Wiz Has The Potential to Change the Security Industry

Today, Google announced plans to acquire Wiz, Inc. for $32B in cash. Of course, the deal is subject to “customary closing conditions including regulatory approvals.” Google said that Wiz’s products will continue to work and will be available across all major clouds, including AWS, Azure, and Oracle Cloud. It also… Read More »Google’s Planned Acquisition of Wiz Has The Potential to Change the Security Industry

What Do Recent Tech Layoffs and 2023 Hyperscaler CAPEX Have in Common?

Tech Layoffs to Precede Massive AI Arms Race at the Hyperscalers There will be significant changes to Cloud CAPEX as we look throughout 2023. The rapid and considerable news around tech layoffs gives us meaningful insight into the changes as we head into earnings season for the Hyperscalers (Amazon, Apple,… Read More »What Do Recent Tech Layoffs and 2023 Hyperscaler CAPEX Have in Common?

Cisco PONC 2022 conference highlighted RON progress, PLE availability, and 400G success

Cisco just held its PONC 2022 conference, with over 500 attendees registered. We found the most exciting topics at the three-day show were: (a) its progress with RON, (b) PLE availability, and (c) the 400G ZR ramp. Cisco is pushing for integrating optical transceivers with routers, a significant step forward… Read More »Cisco PONC 2022 conference highlighted RON progress, PLE availability, and 400G success

US Hyperscalers Cloud Revenue Surges over 20% Y/Y in 1Q’22, According to 650 group

Despite Decommits in the Supply Chain, US Hyperscalers Maintain 2022 CAPEX Guidance Incline Village, NV.  May 10, 2022 —  According to a newly released report issued by 650 Group, US Hyperscaler Cloud market revenue grew 23% Y/Y in 1Q’22 while the supply chain for data center equipment into hyperscalers performed unevenly… Read More »US Hyperscalers Cloud Revenue Surges over 20% Y/Y in 1Q’22, According to 650 group

Mavenir Hightlights is RAN Progress at its Analyst Meeting

Mavenir held its annual analyst event this week and highlighted some important information highlighting its progress in transitioning to a maturing ecosystem player in the telecom equipment industry.  The company highlighted its recent Koch Brothers $500M investment; existing investors include Intel/Nvidia and Siris Capital, who remain majority equity holders.  The… Read More »Mavenir Hightlights is RAN Progress at its Analyst Meeting