This week, Cribl announced it is acquiring CardinalOps, an agentic detection-engineering company, in a move that extends the firm beyond pipeline and routing into security operations. In the press release, Cribl positions itself as the AI Platform for Telemetry and frames the deal as adding detection capabilities that help customers… Read More »Cribl Enters SIEM Security Market
This week at AMD Advancing AI Day in San Francisco (July 22–23, 2026), Arrcus and UfiSpace announced an integrated networking solution for AMD-powered AI infrastructure, shown alongside GIGABYTE’s GIGAPOD rack from Giga Computing built on AMD EPYC and AMD Instinct platforms. Arrcus is a leading networking software company; its ArcOS… Read More »Arrcus and UfiSpace Announce Ethernet System for AMD Instinct
by Chris DePuy / July 19, 2026 Fortinet announced new capabilities for its FortiEndpoint unified endpoint platform this week, designed to address a problem nearly every enterprise IT team is now grappling with: how to manage and secure the explosion of AI applications and agents running on employee endpoints. The… Read More »Fortinet Expands FortiEndpoint with New Capabilities for the AI Era
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 »Ethernet Switching is the Heart of AI Factories
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
