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
We attended the very upbeat AMD Advancing AI 2025 Keynote with its CEO, Lisa Su. Guests included hardware partners such as xAI, Meta, Oracle, HUMAIN, Microsoft, and OpenAI. The company announced that its MI355-series GPU ships commercially in 3Q25 and previewed its MI4xx-series, which it expects to ship in 2026. … Read More »AMD Keynote: Responding to the Needs of Existing and Future Hyperscalers
We joined as both as an attendee and a panelist at the Wi-Fi NOW event at the Computer History Museum in Mountain View, CA. Some of the main themes were the rise of AI Networking, experiences of Managed Service Providers and Network as a Service, Wi-Fi service roaming, and the… Read More »Enterprise Wi-Fi Innovations at the Wi-Fi NOW Event
In 2Q22, revenues for the US Hyperscaler market were 15% greater than the year-ago quarter, according to our recently published report. Over the last four quarters, the market has consistently grown on a Y/Y basis. Our report also includes an updated long-term forecast. We have maintained our revenue forecast… Read More »2Q’22 US Hyperscaler Market and Long Term Forecast
