Akamai Adds AI Inference and Agent Sandbox
Akamai launches AI inference and an agent sandbox in beta. 650 Group sizes the edge POP footprint and security record behind Akamai’s AI infrastructure push.
Nvidia
Fortinet Moves AI Inspection Into the Firewall
Fortinet’s FortiGuard Inline AI Security Service brings prompt and agent inspection to FortiGate. 650 Group reads the thin detection specs behind the rollout.
Nokia and NVIDIA Push AI-RAN Into Live Networks
by Chris DePuy, 650 Group / October 21, 2026 This week at GTC Berlin, Nokia announced the next phase of its AI-RAN program with NVIDIA, moving the technology from platform launch into live-network integration. The work builds on the first commercial AI-RAN platform the two companies shipped in July and… Read More »Nokia and NVIDIA Push AI-RAN Into Live Networks
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
Ericsson’s 6G Field Call: Standardization’s Hardware Reality Check
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
Marvell Doubles Down on the AI Memory Wall and the Wires Around It
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
Cisco Charts the Pluggable Optics Fork: USFP versus XPO
by Chris DePuy, 650 Group / October 7, 2026 At the OCP Global Summit, which runs October 12–15 in San Jose (OCP Global Summit), we joined Cisco’s data center team for pre-show analyst sessions with Will Eatherton, SVP of Engineering for Data Center & Internet Infrastructure, and Rakesh Chopra, SVP… Read More »Cisco Charts the Pluggable Optics Fork: USFP versus XPO
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
CoreWeave Strings Hundreds of Rubin GPUs Into One Scale-Out Cluster
CoreWeave has brought up multi-rack NVIDIA Vera Rubin NVL72 on CoreWeave Cloud, tying hundreds of Rubin GPUs into one scale-out cluster over Spectrum-X Ethernet with 1.6 Tb/s of ConnectX-9 fabric per GPU.
AI RAN Goes Mainstream: Every Major Vendor Has Now Embraced the Concept
When we left Mobile World Congress 2026 in March, we framed AI RAN as a strategic split: Nokia and Samsung betting on merchant silicon (CPUs and GPUs), while Ericsson, Huawei, and ZTE continued to rely on purpose-built ASICs (MWC 2026: The RAN Chip Wars). Six months later the tactical debate… Read More »AI RAN Goes Mainstream: Every Major Vendor Has Now Embraced the Concept