Blog
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 »Blog
Cloudflare OS Adds AI Workspace Partners
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 »Blog
SpaceX Q3 2026: Two Virtuous Cycles Take Hold
by Chris DePuy, 650 Group / October 20, 2026 SpaceX (Nasdaq: SPCX) reported third quarter 2026 results this afternoon. Revenue reached $14.6 billion, up 161% year-over-year, and the Super Intelligence segment swung to a positive $431 million of operating income. We think the quarter confirms two virtuous cycles: the launch… Read More »Blog
Proofpoint to Acquire Varonis for $6.3 Billion: Data Security Consolidates Around Agentic AI
by Chris DePuy, 650 Group / October 16, 2026 This week, Proofpoint confirmed a definitive deal to buy Varonis, an all-cash transaction worth about $6.3 billion. We think it is the clearest signal yet that cybersecurity consolidation is being priced around AI agents reaching enterprise data: Proofpoint has built its… Read More »Blog
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 »Blog
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 »Blog