Blog
The White House Renames AI to Super Intelligence: The Executive Order, the Accord, and SpaceXSI
by Chris DePuy, 650 Group / October 5, 2026 Last week, the White House renamed artificial intelligence. On September 29, President Trump signed the executive order Inaugurating the Era of Super Intelligence, which directs every executive-branch agency to write “Super Intelligence” or “SI” in place of “Artificial Intelligence” or “AI”… Read More »Blog
AI Backend Network Fabric: Lessons from Cisco Live
by Alan Weckel, 650 Group / October 5, 2026 The full interview between 650 Group’s Alan Weckel and Will Eatherton, SVP of Data Center, Internet & Cloud Infrastructure Engineering at Cisco, went up on the 650 Group YouTube channel a few months ago. It was such an interesting conversation that… Read More »Blog
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