Skip to content

Data Center

Data center networking: switches, routers, Ethernet speeds, hypervisors, colocation, and the silicon powering modern data centers.

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

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

Flex Acquires EPC Power: A $4.4B Bet on 800V AI Data Center Power

Flex (NASDAQ: FLEX) said this week it has reached a definitive agreement to buy EPC Power for $4.4 billion, folding in differentiated power-conversion and grid-forming technology built for the next generation of 800V data center power architectures. Flex expects the deal to close in the fourth quarter of calendar 2026,… Read More »Flex Acquires EPC Power: A $4.4B Bet on 800V AI Data Center Power

Marvell Expands AI Memory and Storage Infrastructure with Bravera SC6

Networking now determines how effectively memory reaches GPUs Introduction Memory has become a critical constraint in AI infrastructure. As models scale, solutions involve a mixture of experts, and context windows expand, the way memory is used must change. If we don’t change, GPUs stall waiting for data rather than computing.… Read More »Marvell Expands AI Memory and Storage Infrastructure with Bravera SC6

Full Stack Security and AI Job-ID-aware Segmentation: Cisco Raises the Bar for AI Fabric Efficiency

IntroductionAI clusters deliver value only when GPUs stay productive. Too many installations still run below 30-50% utilization because networks cannot keep up with job dynamics, tenant sprawl, and constant workload movement. While that number improves with time, those early idle times can quickly move to millions of dollars of waste… Read More »Full Stack Security and AI Job-ID-aware Segmentation: Cisco Raises the Bar for AI Fabric Efficiency

Arrcus and UfiSpace Announce Ethernet System for AMD Instinct

This week at AMD Advancing AI Day in San Francisco (July 22–23, 2026), Arrcus and UfiSpace announced an integrated networking solution for AMD-powered AI infrastructure, shown alongside GIGABYTE’s GIGAPOD rack from Giga Computing built on AMD EPYC and AMD Instinct platforms. Arrcus is a leading networking software company; its ArcOS… Read More »Arrcus and UfiSpace Announce Ethernet System for AMD Instinct

Upscale AI Expands Offering With Purpose-Built AI Networking From NVIDIA

SONiC and Open Scale-Out Performance with NVIDIA Ethernet Fabrics Help Networks Expand IntroductionAI infrastructure operators are quickly shifting from general-purpose networks to purpose-built designs that match the demands of modern AI workloads. This evolution drives massive efficiency gains across training and inference clusters. Upscale AI partners with NVIDIA to deliver… Read More »Upscale AI Expands Offering With Purpose-Built AI Networking From NVIDIA