HPE Discover 2026: AI Takes Center Stage as Aruba and Juniper Integration Accelerates
At HPE Discover 2026, AI took center stage, as expected. The HPE / Juniper integration is proceeding.
At HPE Discover 2026, AI took center stage, as expected. The HPE / Juniper integration is proceeding.
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 »AI Networking Market Set to Surpass $200 Billion as Heterogeneous Full Stack Solutions Scale
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 »Upscale AI Expands Offering With Purpose-Built AI Networking From NVIDIA
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 »Extreme Networks Advances its AI Offerings at Extreme Connect 2026
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 »Inseego’s Acquisition of Nokia’s Fixed Wireless Access (FWA) Segment
Today, April 30, 2026, Belden announced a definitive agreement to acquire RUCKUS Networks from Vistance Networks for approximately $1.85 billion in a transaction expected to close in the second half of 2026, subject to customary closing conditions and receipt of applicable regulatory approvals. The outside date for closing is January… Read More »Belden Announces Agreement to Acquire RUCKUS Networks: A Strategic Leap into Full-Stack IT/OT Networking
AI networking will ramp as enterprise Wi-Fi access points move into the Wi-Fi 8 era. New Wi-Fi 8 Systems on Chips will incorporate inference capabilities for enhanced channel selection. At the Wi-Fi NOW Conference April 14-16, 2026, vendors discussed AI SOCs importance in the Enterprise Wi-Fi ecosystem.
Higher RADIX Switching Drives Faster Training and Lowers Inference Costs IntroductionAI cluster expansion increases the networking demand and requires a new networking scale to expand with the number of XPU/GPUs efficiently. Higher radix switches meet this need directly. Newer advanced designs integrate more ports per ASIC and deliver higher aggregate… Read More »Higher Radix Switches Unlock Efficiency Gains Across AI Data Centers
While MediaTek expressed that Data Center is its highest priority and that by the end of 2027, the company’s revenue mix will look very different, it has numerous other opportunities. We highlight that the company has evolved from being a mobile SOC supplier to now an ecosystem-based semiconductor leader with… Read More »MediaTek 2026 Analyst Day – Data Center is the Priority
We attended the show in San Francisco this year and can say that it was obvious on many levels that AI was the theme. We say it’s obvious because, from our walks around the show floor, about half the booths were promoting Artificial Intelligence in some way. Additionally, we saw… Read More »RSA Conference 2026 – Agents and AI Theme