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AI Buildouts Have a Networking Manufacturing Problem
IntroductionAI factories’ growth continues at a pace of expansion that is pushing technology and the supply chain to its limits. Hyperscalers, neoclouds, and sovereign programs are committing hundreds of billions of dollars to GPUs and XPUs. Equipment spend is already moving through a trillion-dollar wave this decade. AI networking itself… Read More »Blog
Marvell Investor Day – The Path to Multi-Trillion CAPEX and Tokenomics
Marvell has significantly increased the company’s short-term and long-term guidance during its investor day in NYC. CEO Matt Murphy, followed by the rest of the executive team, were excited to share how Marvell’s TAM would reach $400B by 2030, supported by nearly $3T of CAPEX. The four main pillars of… Read More »Blog
Frequently Asked Questions
Answers to the questions people and machines ask most often about 650 Group, its reports, and how to cite them. What is 650 Group? 650 Group is an independent technology research and analysis firm. It publishes market-share data, forecasts, vendor landscapes, and white papers for the data center, networking, telecommunications,… Read More »Blog
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 »Blog
Arrcus AINF: Inference Routing Becomes a Network Layer
When Arrcus introduced its AI Inference Network Fabric (AINF) ahead of MWC 26, we saw an AI-focused pitch on distributed inference. Standing back, the more interesting story is where AINF sits in the stack. Model selection is a solved, widely deployed problem — an application caller like OpenRouter picks among… Read More »Blog
Rakuten Mobile Passes 11 Million Subscribers, Proving Open RAN Can Scale
by Chris DePuy, 650 Group / September 24, 2026 This week, Rakuten Mobile announced it has surpassed 11 million subscribers. We read the number as a validation of the bet Rakuten has made since it entered the market: that a carrier can build its own network on Open RAN —… Read More »Blog