Founder @650group Technology Analyst & Publisher | Wi-Fi, Storage, Cellular Infra, Cybersecurity | Market Insights & Forecasts
Incline Village, NV
Joined December 2008
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Proofpoint is paying $6.3B for Varonis — and the price is the signal.
Security consolidation is being priced around AI agents reaching enterprise data: people and data controls are fusing into one stack. @650group
Link: 650group.com/blog/proofpoint…
#AI #CyberSecurity
Proofpoint is paying $6.3B for Varonis - cybersecurity market consolidation continues. AI agents reaching enterprise data and people and data controls are fusing into one stack. @650group @varonis @proofpoint
Link: 650group.com/blog/proofpoint…
#AI #CyberSecurity
6G just left the lab.
Verizon and Ericsson ran the first pre-standard 6G call in 7 GHz: outdoor, 400 MHz carrier, a live commercial site. We read it as the quarter's most load-bearing 6G datapoint — site economics now set the clock.
650group.com/blog/ericssons-…
@650group #6G
You're planning inference around memory you don't have.
Gen-2 Structera X: six DDR5/DDR4 channels, PCIe Gen 6, 2-3x capacity, samples Q1 2027.
We see scale-up standardizing: one retimer now speaks Ethernet, UALink and ESUN.
650group.com/blog/marvell-do…
@650group #AI #CXL
The White House renamed AI. The story is what the accord left out.
Agencies now write Super Intelligence for AI, because terminology follows capital. The accord carries no enforcement and no regulator. Watch budget lines for the SI label.
@650group
650group.com/blog/white-hous… #AI
We see the next AI power fight forming in the 48V conversion layer.
Renesas's first 100V E-mode GaN drops into silicon footprints as 800VDC racks push megahertz-class conversion. Every efficiency point in that layer compounds across a fleet.
@650group
650group.com/blog/renesas-10… #AI
Pluggable optics forked: air-cooled versus liquid.
Cisco and NVIDIA's USFP runs 400G SerDes to 12.8T, air-cooled. Arista's XPO buys density with liquid. We think USFP is the low-risk bet, and no next-gen pluggable ships linear.
@Cisco @NVIDIA
650group.com/blog/cisco-char… #AI
We see AI racks heading to ~108 kW, en route to megawatt-class.
Infineon's 27 kW PSU design: >98% efficient, 116 W/in³ vs the 94 W/in³ ORV3 floor, 20 ms ride-through. Power density now decides who wins rack slots.
@Infineon @650group
650group.com/blog/infineon-2… #AI
Microsoft Purpose Built Azure highlights from OCP keynote: Maia 200, Cobalt 200, Boost DPU, Azure Boost
@Azure @Microsoft
#OCPGlobalSummit2026
@opencomputeprj
#ocpglobalsummit26
At OCP, Broadcom highlighted its progress with CPO, SUE-T and ESUN
@Broadcom
#OCPGlobalSummit2026
@opencomputeprj
@650group
As OCP Day 1 closes out, we took a count of OCP related press releases and the number is up 56% Y/Y versus last year and there are still 3 days to go.
#OCPGlobalSummit2026
@opencomputeprj
@650group
In the first keynote at the OCP 2026 conference in San Jose, CA it shared its Vision which includes 1500 VDC and ESUN, SUE-T and MRC Networking
#OCPGlobalSummit2026
@opencomputeprj
@650Group
.@ashxhart let’s see if we can get Tensorfold on this @AMD list that was just presented at the OCP conference
@MiaAI_lab
Model selectors is solved, scheduling is mature — the gap is a policy-aware fabric picking which site serves each request. AINF is that layer.
HPE announced a $1.2B Vultr order for AMD Helios racks, six Juniper-built Ethernet trays each. Helios deals drive networking revenue for HPE.
650group.com/blog/hpe-networ…
@650group #AI
