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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 »HPE Networking Investor Day: Raised Synergies, Segment Growth Targets, and a $1.2B AMD Helios Proof Point
Arrcus AINF: Inference Routing Becomes a Network Layer
Model selection and pod scheduling are mature. The layer between them — a policy-aware fabric deciding which inference site serves a request under latency, power, and sovereignty constraints — is AINF.
Rakuten Mobile Passes 11 Million Subscribers, Proving Open RAN Can Scale
by Chris DePuy, 650 Group / September 24, 2026 This week, Rakuten Mobile announced it has surpassed 11 million subscribers. We read the number as a validation of the bet Rakuten has made since it entered the market: that a carrier can build its own network on Open RAN —… Read More »Rakuten Mobile Passes 11 Million Subscribers, Proving Open RAN Can Scale
Cambium Networks: FWA Pioneer Folds – Airspan Picks Up Some Pieces
Cambium Networks, a fixed wireless pioneer whose PMP and PTP radios powered thousands of WISPs, entered Chapter 11 and UK administration in September 2026. Here is the full chronology, and what happened to its people, in numbers.
Meta’s Petal Subsea Cable Doubles Transatlantic Capacity with Multi-Core Fiber
by Chris DePuy, 650 Group / September 24, 2026 This week, Meta, NEC, and Sumitomo Electric announced Petal, the first commercial petabit-class transoceanic submarine cable system, linking the US and France across roughly 7,000 km with service expected in 2029. Meta calls it the first multi-core fiber cable deployed at… Read More »Meta’s Petal Subsea Cable Doubles Transatlantic Capacity with Multi-Core Fiber
Ericsson’s 5G ISAC Drone Trial in Helsinki: The Installed Base Does the Sensing
Ericsson and Erillisverkot demoed 5G ISAC drone detection at Helsinki’s Vuosaari Harbor. The number that matters is not detection range but the installed RAN asset base it monetizes.
Nokia SReXperts and Wavelengths 2026
Nokia Highlights Advancing Connectivity for the AI Supercycle IntroductionNokia’s combined SReXperts and Wavelengths Americas event in San Diego made one point clear. IP and optical are now one architecture, and the AI supercycle is requiring them to make significant investments in their supply chain and manufacturing capabilities to meet customer… Read More »Nokia SReXperts and Wavelengths 2026
CoreWeave Strings Hundreds of Rubin GPUs Into One Scale-Out Cluster
CoreWeave has brought up multi-rack NVIDIA Vera Rubin NVL72 on CoreWeave Cloud, tying hundreds of Rubin GPUs into one scale-out cluster over Spectrum-X Ethernet with 1.6 Tb/s of ConnectX-9 fabric per GPU.
AI RAN Goes Mainstream: Every Major Vendor Has Now Embraced the Concept
When we left Mobile World Congress 2026 in March, we framed AI RAN as a strategic split: Nokia and Samsung betting on merchant silicon (CPUs and GPUs), while Ericsson, Huawei, and ZTE continued to rely on purpose-built ASICs (MWC 2026: The RAN Chip Wars). Six months later the tactical debate… Read More »AI RAN Goes Mainstream: Every Major Vendor Has Now Embraced the Concept