by Chris DePuy, 650 Group / October 27, 2026 This morning, HPE folded HPE Networking EdgeConnect into both HPE Mist and Aruba Central. The move puts the company’s SASE platform under the same agentic management framework as its wired and wireless portfolios. We see this announcement as significant progress on… Read More »HPE Extends Self-Driving Networking to SASE
Fortinet’s FortiGuard Inline AI Security Service brings prompt and agent inspection to FortiGate. 650 Group reads the thin detection specs behind the rollout.
by Chris DePuy, 650 Group / October 19, 2026 This week, Cloudflare announced an expanded partner ecosystem for Cloudflare OS, the company’s AI workspace. The announcement pairs one-click integrations into widely deployed enterprise applications with services teams that stand the platform up for customers. The press release lists new integrations… Read More »Cloudflare OS Adds AI Workspace Partners
Proofpoint is buying Varonis for about $6.3 billion in cash — $49.75 a share, a 52% premium — fusing human-and-agent security with data security ahead of a first-half 2027 close.
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
In recent weeks, Cato Networks made clear it is deepening its position in AI security while building on its SASE foundation. The company launched Agentic Threat Prevention, disclosed two critical vulnerabilities in the Cursor IDE through its Cato AI Labs, and reported that annualized recurring revenue has now passed $415… Read More »Cato Networks Pivots to Agentic AI Security as ARR Passes $415M
We attended the show in San Francisco this year and can say that it was obvious on many levels that AI was the theme. We say it’s obvious because, from our walks around the show floor, about half the booths were promoting Artificial Intelligence in some way. Additionally, we saw… Read More »RSA Conference 2026 – Agents and AI Theme
The accelerating adoption of AI is placing new demands on enterprise security infrastructure. As organizations deploy copilots, AI assistants, and autonomous agents, security platforms must analyze far more contextual and conversational traffic than traditional controls were designed to handle. Cato Networks is addressing this shift with Cato Neural Edge, embedding NVIDIA… Read More »Cato Networks Leverages NVIDIA Technology to Enhance its Security Services
I attended the upbeat Fortinet Accelerate 2026 in Las Vegas on Tuesday. As part of the show, the company made two key announcements: FortiOS 8.0 and FortiSOC. Fortinet introduced FortiOS 8.0, which expands the Security Fabric with Secure AI Controls for visibility into shadow AI and AI-aware application controls, Fabric-Based… Read More »Fortinet Accelerate 26 Event Highlights AI Readiness
We attended an analyst meeting held in Fortinet’s headquarters and Executive Briefing Center (EBC) this week. Over ten different executives presented to the small audience about product, marketing and go-to-market activities at the cybersecurity leader. We left with the sense that SASE is the company’s key growth engine and that… Read More »Fortinet Analyst Meeting – Celebrating 25 Years
