This week, we attended the Nokia Fixed Networks (Broadband) team’s annual analyst meeting in Texas. The company was quite bullish about its progress with 25G Passive Optical Networks (PON) (more on this next). In light of its disclosure that it has shipped 192 million broadband devices, it shared its unique… Read More »Nokia Broadband Team Illustrates its 25G, 50G and mmWave Opportunities
Scale-Up (Ethernet, NVLink, PCIe, UALink), Scale-Out (Ethernet, InfiniBand), and Front-End (Ethernet) Contribute to $50B+ in Incremental Networking Opportunity This Decade AI’s extreme performance demands are driving divergence in networking architectures, featuring distinct protocols, technologies, and topologies across components. We expect companies to embrace multiple aspects of these challenges and develop… Read More »A Tale of Three Networks, AI Networking Infrastructure Surge Spans Multiple Protocols and Technologies
AI Networking to Approach $100B a Year by the End of the Decade By Alan Weckel, Founder and Technology Analyst at 650 Group As the market moves from foundational models to widespread adoption of inference, AI networking fabrics will increasingly span multiple facilities. For a hyperscaler, this could mean connecting… Read More »Today’s Distributed Hybrid AI requires investments in AI Fabrics, DCI/WAN, and Security
This morning, HPE closed on the Juniper deal, following the surprise announcement over the weekend that HPE had settled with the US Department of Justice (DOJ) right before the planned trial was to begin. HPE CEO Antonio Neri and former Juniper CEO Rami Rahim held a call with press and… Read More »HPE Closes Juniper Acquisition
Yesterday, T-Mobile US fulfilled its satellite service plans, partnering with SpaceX’s Starlink service to deliver texting and data transfer services. We are very bullish on this offering as it represents a significant expansion in territory that is covered, while simultaneously reducing the need for rural towers. We believe the capital… Read More »T-Mobile US announces Texting and Data from Space using T-Satellite
We attended the Hewlett Packard Enterprise’s (HPE) Discover conference in Las Vegas this week. Focusing on the company’s agentic AI framework, Greenlake Intelligence, we felt this was an ambitious vision for managing across multiple parts of the HPE product set. This initiative aims to integrate AI-driven automation across HPE’s hybrid… Read More »Exploring the Potential Impact of HPE’s GreenLake Intelligence on Hybrid IT Operations
Strong Interest Extends Beyond Hyperscalers, and Data Center Semiconductor Content Continues to Surge in Support of AI During its investor day, Marvell highlighted a significant trend in the semiconductor industry: the move toward custom solutions is both accelerating and expanding. What was once a speculative venture just five years ago… Read More »Marvell Investor Day Highlights Surge in Custom ASIC Demand
Last year, when Mavenir parted ways with John Baker, its Open RAN evangelist, it was pretty clear that Mavenir hadn’t met its plans for its RAN business. This week, it announced a $1.3 billion debt and equity restructuring, and today we learned of its plans to save $400 million per… Read More »Mavenir’s Restructuring Reflects RAN Industry Woes, Retrenching to Telecom Core
We attended the very upbeat AMD Advancing AI 2025 Keynote with its CEO, Lisa Su. Guests included hardware partners such as xAI, Meta, Oracle, HUMAIN, Microsoft, and OpenAI. The company announced that its MI355-series GPU ships commercially in 3Q25 and previewed its MI4xx-series, which it expects to ship in 2026. … Read More »AMD Keynote: Responding to the Needs of Existing and Future Hyperscalers
We joined as both as an attendee and a panelist at the Wi-Fi NOW event at the Computer History Museum in Mountain View, CA. Some of the main themes were the rise of AI Networking, experiences of Managed Service Providers and Network as a Service, Wi-Fi service roaming, and the… Read More »Enterprise Wi-Fi Innovations at the Wi-Fi NOW Event
