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HPE Networking Investor Day: Raised Synergies, Segment Growth Targets, and a $1.2B AMD Helios Proof Point

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

Cato Networks Pivots to Agentic AI Security as ARR Passes $415M

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

Cato Networks Leverages NVIDIA Technology to Enhance its Security Services

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

Deployed Secure Access Service Edge (SASE) Market to Approach $4B in 2023; According to 650 Group

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Software-Defined Wide Area Network (SD-WAN) and Security as a Service Will Drive SASE Market Growth Through 2027 INCLINE VILLAGE, Nev., July 20, 2023 – According to a new report published by 650 Group, titled Secure Access Service Edge (SASE) Quarterly and Forecast Report, the market size for Deployed SASE grew… Read More »Deployed Secure Access Service Edge (SASE) Market to Approach $4B in 2023; According to 650 Group

RSA Conference Focuses on XDR

Last week’s RSA Conference was all about XDR (Extended Detection and Response). Compared to previous shows and marketing efforts of the past couple of years, where there was a primary focus on SASE, this year’s show saw a surge in XDR-related marketing. One could say XDR is the new SASE… Read More »RSA Conference Focuses on XDR