I attended the upbeat Fortinet Accelerate 2026 in Las Vegas on Tuesday. As part of the show, the company made two key announcements: FortiOS 8.0 and FortiSOC. Fortinet introduced FortiOS 8.0, which expands the Security Fabric with Secure AI Controls for visibility into shadow AI and AI-aware application controls, Fabric-Based… Read More »Fortinet Accelerate 26 Event Highlights AI Readiness
Why Networking Scale Matters for AI’s Next Phase Introduction:The AI infrastructure boom shows no signs of slowing. Hyperscalers, neoclouds, sovereign clouds, and enterprises are pouring hundreds of billions into GPU and XPU clusters to fuel ever-larger models. Amazon’s CAPEX guide was $200B for 2026, and a slew of fresh capital… Read More »The Widening Chasm: XPU Data Hunger Outpaces Network Infrastructure
Customers Deploying Multiple Generations of GPUs Benefit from Ethernet Fabrics IntroductionThe AI data center market is at an inflection point. Hyperscalers and large enterprises are scaling massively to support AI workloads. Still, as they build towards a world of multiple GPUs/XPUs per supplier and numerous suppliers, they realize that they… Read More »Networking is the Key to Unlocking GPU/XPU Diversity
Yesterday, news came out that two Elon Musk-led companies, SpaceX and xAI were merging. We conduct research across many aspects of the now-combined company and believe the combination makes it much more likely that the xAI part will receive continued, robust funding to build numerous data centers in the future.… Read More »SpaceX Acquisition of xAI Drives AI Capex
IntroductionThe AI expansion phase is in full swing, with companies pouring hundreds of billions into GPU clusters. While the spotlight stays on compute, many business models are forming in the network layer from fully integrated and pre-validated designs, to best-of-breed DIY, to everything in between. As AI models explode in… Read More »The Hidden Economics of AI Infrastructure: Why Network Disaggregation Matters More Than Ever
The Booming Data Center Networking Market: Massive Opportunities for Incumbents and Startups Can data center networking quadruple to $200B by 2032? Our forecast, as of January 2026: the market grows from just over $50B in 2026 — up from $40B in 2025 — to $200B by 2032, a 20%+ CAGR,… Read More »Navigating the Explosion in Data Center Networking Demand
How Ethernet is Poised to Expand in the Entire AI Networking Landscape IntroductionIn the rapidly evolving world of AI infrastructure, the debate between scale-up and scale-out architectures has shaped market dynamics. As we enter 2026, Ethernet’s trajectory suggests it will surge in Scale-Out and move from proof-of-concept to production in… Read More »In the AI Era, Ethernet Set to Surge in Scale-Out and Ramp in Scale-Up
New FABs Were Needed to Keep Pace with the AI Boom TSMC’s Arizona expansion is gaining momentum, with recent reports indicating a significant ramp-up tied to evolving U.S.-Taiwan trade discussions. The chip giant has already brought its first fab online in late 2024, with a second facility accelerated for 3nm… Read More »Taiwan Trade Deal Featuring More TSMC Chip Plants in the US is a Big Deal
650 Group’s Alan Weckel had a great conversation with Sandeep Bharathi, President of the Data Center Group at Marvell, during their Industry Analyst Day. Sandeep provides an in-depth perspective on what Marvell has been up to in custom silicon, along with the momentum they see on XPU attach to alleviate… Read More »Video Interview: Marvell’s Sandeep Bharathi Speaks with 650 Group
We attended the Marvell Industry Analyst Day in Santa Clara, California today. The company focused almost exclusively on the Data Center market opportunities the company is pursuing. Numerous spokespersons said that it thinks it has enough manufacturing capacity to hit its 2026 plans and it is working with customers and its suppliers… Read More »Marvell’s CPO Story Unfolds at its Industry Analyst Meeting
