650Group @650Group

HPE Discover offered a strong look at where @HPE is taking wireless. The Aruba + Juniper Mist integration is not just about Wi-Fi 7. It is about what comes next: Wi-Fi 8, more AI at the edge and APs that become far more intelligent than the “white boxes on the wall” we know today. Video 4 in our HPE Discover series. #HPEDiscover #HPE #Aruba #JuniperMist #WiFi7 #WiFi8 #AI #EnterpriseNetworking

First Street: 79 percent of global data center capacity facing "acute climate hazards" dlvr.it/TTBpbz

@HPE Discover 2026 has provided a cascade of key company updates, edge, cloud and data center! @AlanWeckel and @cdepuy had a very busy week.

Alan Weckel @AlanWeckel

3 days ago

At #HPEDiscover, @HPE Juniper announced the QFX5252, an Ethernet scale-up switch. Why it matters: Ethernet is moving fast as a scale-up fabric for AI. We expect it to increasingly compete with and overtake alternatives like UA-Link and PCIe over the next several years. The

0 0 2 90 0

Alan Weckel presenting at HPE Discover 2026 about SONiC and the revenue split by Ethernet switch speeds for Cloud/AI and Enterprise markets. @HPE @650Group @AlanWeckel

After sharing a few clips from #CiscoLive last week, we’re posting the full conversation between Alan Weckel of @650Group and Will Eatherton, SVP, Data Center, Internet & Cloud Infrastructure Engineering at @Cisco. They dig into advanced fabrics, Ethernet, accelerator diversity, scale-up/scale-out networking, GPU utilization and why AI infrastructure needs to be viewed as a connected system. Watch the full conversation: youtu.be/SqXFU7wK3CU #AIInfrastructure #AINetworking #DataCenter #Ethernet #Networking #CloudInfrastructure #Cisco #650Group

HPE CEO Antonio Neri kicked off with the HPE Discover 2026 conference with the keynote messages - that HPE is hyper focused on AI and on demonstrating integration progress between Aruba and Juniper. Numerous new networking products and services were announced including: -QFX5252 UEC liquid cooled switch for scale up -PTX12000 DCI Router for scale across -MX301 “Inference Edge” -QFX5140 Switch for Inference Clusters -Marvis Actions in HPE Aruba Central -CX Switches managed by Mist @HPE HPE Discover 2026 @AntonioNeri_HPE @650Group @AlanWeckel

keyboard_arrow_left Previous keyboard_arrow_right Next

The @650Group YouTube channel is a new way to follow our latest analyst interviews, webinar clips, event coverage and market insights. Recent content includes our @Cisco Live interview series with Cisco SMEs, covering the infrastructure trends shaping enterprise, cloud and AI networking. Subscribe to stay current on the conversations, technologies and market shifts we’re tracking. youtube.com/@650group #650Group #CiscoLive #AIInfrastructure #Networking #DataCenter

What’s actually changing inside the data center as AI, cloud and internet-scale infrastructure evolve? At #CiscoLive, @650Group sat down with Will Eatherton, SVP, Data Center, Internet & Cloud Infrastructure Engineering at @Cisco, to discuss what’s shaping the next phase of data center infrastructure. Part 1 of 3 #DataCenter #AIInfrastructure #CloudInfrastructure #Networking #Cisco #650Group

Not every AI data center will look the same. In video #2 from our #CiscoLive interview series, @650Group continues the conversation with Will Eatherton, SVP, Data Center, Internet & Cloud Infrastructure Engineering at @Cisco, on the infrastructure choices shaping real-world AI deployments. Advanced fabrics. Ethernet. Scale-up and scale-out networking. Accelerator diversity. Different environments will drive different architectures. Watch video #2👇 #AIInfrastructure #DataCenter #Ethernet #Networking #CloudInfrastructure #Cisco #650Group

The AI Networking Market Set to Surpass $200 Billion. This week, @drivenets announced its latest round of funding as it continues to drive the #AI Fabric market with heterogeneous, full stack solutions at scale. Read about it here in our latest blog! 650group.com/blog/ai-networ…

@DriveNets raises $410M as AI infrastructure shifts toward open Ethernet, multi-vendor systems and heterogeneous AI. drivenets.com/news-and-event… As I said in today’s announcement: AI networking is on track to surpass $200B by the end of the decade. Why it matters: the network is becoming the economic control point for AI. GPU utilization, cluster bring-up time, tokens per watt and cost per token increasingly depend on the fabric underneath. DriveNets enters this phase with tier-one service provider reliability, a validated AMD reference design and inventory positioned for a supply-constrained market. Dropping a deeper-dive blog tomorrow on what this means for AI fabrics and next-gen AI infrastructure. @AMD @Broadcom @650Group

Kelly Peralta of @gateworkscorp, US-based manufacturer who sells worldwide spoke about the differences between using HaLow in the EU and the US, concluding that HaLow is still the best in Europe (despite stringent regulations). She also said order intake is ‘crossing the chasm.’ #WiFiHaLow, #HaLow, #80211ah @morsemicro @newracom @wifialliance @650group

keyboard_arrow_left Previous keyboard_arrow_right Next

Extreme Network celebrates its 30th year by introducing 9 new Wi-Fi Access Points to a packed audience at its annual partner conference #ExtremeConnect2026 @ExtremeNetworks @650Group

@BeldenInc announces plans to acquire #RUCKUSS Networks - See the details here! #WIFI #CLOUD #AI 650group.com/blog/belden-an…

New blog: The future of Wireless LANs: Discussing #WiFI8 and its central role the transition to #AI Networking by @cdepuy 650group.com/blog/ai-networ…

🌐 Is your network built to scale with your AI factory? In this webinar, Gilad Shainer, SVP of Networking at NVIDIA, and Alan Weckel, Founder and Technology Analyst at @650Group, break down what it takes to build a networking foundation for enterprise AI, from on-prem deployments to gigascale systems. Learn how NVIDIA Spectrum-X Ethernet gives enterprises the performance, flexibility, and ecosystem support needed to deploy AI factories at any stage of growth. 🎥 Watch now: nvda.ws/4mMsfRE

Zach Freeman of @newracom pitched its HaLow mesh capability and specific verticals: building management (think HVAC, door locks, lighting), energy (solar management, pipeline anomoly detection), and retail (like Electronic Shelf Labels and inventory management). About mesh: I was blown away when that the company has demonstrated a mesh 37 deep to 100 kbps. Or in a different scenario, a repeater setup along a highway, could potentially reach ‘forever,’ assuming there are numerous repeaters. #WiFiHaLow #HaLow #80211ah @newracom @wifialliance @650group

keyboard_arrow_left Previous keyboard_arrow_right Next

James Chen of MediaTek (at the Wi-Fi NOW show today) showed how the company’s Wireless-Fi 8 platform has demonstrated its DSO capability, which leverages an ‘old’ Wi-Fi 6 smartphone using an early version of its own Wi-Fi 8 smartphone to get superior throughput. The idea here is that MediaTek Wi-Fi 8 can do-exist with older Wi-Fi types to get better throughput. @wifialliance @650group #WiFi8 @MediaTek

Deep observability is one of the fastest-growing segments we track at @650Group. Our latest research shows @gigamon captured 51% market share in 2025, as enterprises face more East-West traffic, encrypted traffic and hybrid cloud complexity in the AI era. gigamon.com/company/news-a… #AI #DeepObservability #CloudSecurity

MediaTek’s journey from a mobile SoC supplier to an $19B ecosystem player covering IoT, Personal Devices, Data Center, Compute, AI and Connectivity. @MediaTek, #mediatekanalystday @650Group @AlanWeckel

keyboard_arrow_left Previous keyboard_arrow_right Next