Blog
Ethernet Switching is the Heart of AI Factories
Networking stands as the heart of AI factories. In my recent fireside chat with NVIDIA SVP of Networking Gilad Shainer, we examined the rapid architecture shifts as the industry enters the 800G upgrade cycle. Bandwidth explodes, scale-out ramps, and the 800G market surges in size. We project the 800G market… Read More »Blog
HPE Discover 2026: AI Takes Center Stage as Aruba and Juniper Integration Accelerates
HPE CEO Antonio Neri opened HPE Discover 2026 with a clear message: the company is all-in on AI. The keynote emphasized both aggressive product development in artificial intelligence infrastructure and tangible progress integrating Aruba networking with Juniper technology. The HPE / Juniper integration is definitely about AI for networks —… Read More »Blog
AI Networking Market Set to Surpass $200 Billion as Heterogeneous Full Stack Solutions Scale
DriveNets New Funding Round Helps Meet Customers Demands for AI Fabrics Introduction DriveNets just closed a $410 million funding round at an $8 billion valuation. The company enters this new phase with cash flow-positive operations, validated AI reference designs, including one recently published with AMD, and production deployments already running… Read More »Blog
Upscale AI Expands Offering With Purpose-Built AI Networking From NVIDIA
SONiC and Open Scale-Out Performance with NVIDIA Ethernet Fabrics Help Networks Expand IntroductionAI infrastructure operators are quickly shifting from general-purpose networks to purpose-built designs that match the demands of modern AI workloads. This evolution drives massive efficiency gains across training and inference clusters. Upscale AI partners with NVIDIA to deliver… Read More »Blog
Extreme Networks Advances its AI Offerings at Extreme Connect 2026
We just returned from Extreme Connect 2026 in Orlando, Florida, where Extreme Networks convened customers, partners, and industry leaders for its flagship event and used the occasion to make three formal announcements that underscore the company’s sharpened focus on AI-powered autonomous networking. The company had numerous impressive customers on stage,… Read More »Blog
Inseego’s Acquisition of Nokia’s Fixed Wireless Access (FWA) Segment
Inseego’s acquisition of Nokia’s Fixed Wireless Access customer premises equipment business, announced today, represents a significant consolidation play in one of the more dynamic segments of the wireless broadband market. As 650 Group has highlighted in our ongoing research, FWA continues to gain traction as mobile operators seek new monetization… Read More »Blog