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 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
What 650 Group is, who runs it, what its reports cover, how to buy and how to cite them.
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
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.
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, 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.
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 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 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
