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OCP Global Summit 2026 Pre-Show Read: Record Demand, AI in Over 80 Percent of Releases, and a Calendar Built Around the Show

by Chris DePuy, 650 Group / October 12, 2026 The OCP Global Summit opened today in San Jose and runs through October 15, sold out for 2026, and the momentum behind the show keeps building. The organizers are reporting attendance of roughly 15,000, with about 3,000 more would-be attendees turned… Read More »OCP Global Summit 2026 Pre-Show Read: Record Demand, AI in Over 80 Percent of Releases, and a Calendar Built Around the Show

Broadcom’s OCP Slate: Tomahawk 6 Davisson CPO and Ethernet for 100,000-Accelerator Clusters

by Chris DePuy, 650 Group / October 9, 2026 This week, Broadcom announced its 2026 OCP Global Summit slate, placing its AI networking lineup — the Tomahawk 6 and Tomahawk Ultra switch families with Jericho 4, Thor NICs at 800G (Thor Ultra) and 400G (Thor 2), and the third-generation TH6-Davisson… Read More »Broadcom’s OCP Slate: Tomahawk 6 Davisson CPO and Ethernet for 100,000-Accelerator Clusters

Renesas Enters the AI Server 48V GaN Fight with First 100V E-Mode FETs

by Chris DePuy, 650 Group / October 6, 2026 Renesas announced its first 100V enhancement-mode GaN discrete power transistors, carrying its GaN portfolio into the power stages closest to AI server processors. The RTP100E005G1FL, RTP100E2P6G1FL, RTP100E1P8G1FL-DSC, and RTP100E1P2G1FL-DSC parts keep a silicon-compatible footprint for drop-in migration, ship in MOSFET-compatible packages… Read More »Renesas Enters the AI Server 48V GaN Fight with First 100V E-Mode FETs

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 »The White House Renames AI to Super Intelligence: The Executive Order, the Accord, and SpaceXSI

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 »AI Buildouts Have a Networking Manufacturing Problem

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 »Marvell Investor Day – The Path to Multi-Trillion CAPEX and Tokenomics