650Group

650 Group is a market intelligence research company with analysts focusing on data centers, AI, cloud, and mobile networks.

[650Group @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!
https://t.co/CNkbE1HxFs

[Alan Weckel @AlanWeckel]

@DriveNets raises $410M as AI infrastructure shifts toward open Ethernet, multi-vendor systems and heterogeneous AI.

https://t.co/5xReskRw8a

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

[Chris DePuy | 650 Group @cdepuy]

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

[Chris DePuy | 650 Group @cdepuy]

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

[650Group @650Group]

@BeldenInc announces plans to acquire #RUCKUSS Networks - See the details here! #WIFI #CLOUD #AI
https://t.co/ratsLIcVgp

[650Group @650Group]

New blog: The future of Wireless LANs: Discussing #WiFI8 and its central role the transition to #AI Networking by @cdepuy

https://t.co/KV6mXKPiff

[NVIDIA Networking @NVIDIANetworkng]

🌐 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: https://t.co/Ray7zCAQND

[Chris DePuy | 650 Group @cdepuy]

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

[Chris DePuy | 650 Group @cdepuy]

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

[Alan Weckel @AlanWeckel]

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.

https://t.co/38HLdfNeSh

#AI #DeepObservability #CloudSecurity

[Chris DePuy | 650 Group @cdepuy]

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

[650Group @650Group]

A look back at 2026 RSA - AI, Agentic AI and #SIEM by @cdepuy :
https://t.co/FByeSxoORj

[650Group @650Group]

An on demand webinar featuring @Cisco #NexusOne for unifying data center network operations.
Don't miss it ! @AlanWeckel

[Cisco Data Center and Cloud @ciscoDC]

Silos and fragmented tools causing bottlenecks for your NetOps team?

Discover the power of unified operations.

▶️ Get insights from Cisco VP Sunil Gudurvalmiki and 650 Group analyst Alan Weckel: https://t.co/14Nj7Kv1vZ

[Marvell Technology @MarvellTech]

Marvell brought its largest ever booth to @ofcconference 2026 in Los Angeles, and the energy on the show floor reflected just how fast AI infrastructure is moving.

Across the week, the Marvell team hosted nearly 200 meetings and dozens of demos, with technology featured across more than 90 partner and customer demonstrations throughout the show. Highlights included an interoperability demonstration with @Lumentum on optical circuit switching for next-generation AI infrastructure, a showcase of the RELIANT platform for real-time connectivity analytics, and continued innovation across 1.6T, active electrical cable and coherent technologies, as well as Structera PCIe and CXL platforms. Marvell executives also participated in panels at the Optica Executive Forum, covering scale-up and scale-out data center networks and the road ahead for AI infrastructure.

The best is still ahead.

[Sarbjeet Johal @sarbjeetjohal]

The lack of trust in you AI agents will equate to lack of market share you can capture as a company, implies, Jeetu Patel @jpatel41, President & Chief Product Officer, @Cisco during his Monday evening keynote ‘Reimagining Security for the Agentic Workforce’ from the main keynote stage at #RSAC2026 in San Francisco.

@dvellante @theCUBE @StackpaneSF @rneelmani @cleartechtoday @furrier #RSAC26 @OneRSAC @RobTiffany

[Marvell Technology @MarvellTech]

Marvell has been recognized for two key optical connectivity innovations in the 2026 @lightwaveonline Innovation Reviews.

The 1.6T silicon photonics light engine and the active copper cable linear equalizers each received a 4.0 outstanding honoree rating for delivering clear technical advantages in performance, power efficiency, and system integration.

The 1.6T light engine provides eight lanes of 200G PAM4 optical connectivity in a single package and is purpose‑built for AI scale‑up, supporting future CPO architectures. The ACC linear equalizers extend copper reach while maintaining ultra‑low latency, offering a practical on‑ramp to 1.6T deployment in existing data center designs.

These recognitions demonstrate how Marvell continues to advance the optical technologies that enable efficient, scalable AI infrastructure. Read the full article for more details: https://t.co/R0eZzUK6Pa

[Eridu @EriduAi]

GPUs/XPUs are getting faster at an exponential rate, but the network infrastructure feeding them data is falling behind.

Without a breakthrough, AI data centers face:
⚠️ Underutilized GPUs
⚠️ Performance and throughput bottlenecks for AI training and inference
⚠️ Ballooning TCO

Read more from @650Group: https://t.co/GFskOVwDz8

#AI #GPU #Networking

[Chris DePuy | 650 Group @cdepuy]

Jensen @nvidia says every company needs an @OpenClaw strategy and thanks
Peter Steinberger (@steipete) for joining at #gtc26. And it introduced nemoclaw!!

@cdepuy @650group @alanweckel

[650Group @650Group]

Today, @CatoNetworks announced its new SASE and #ZTNA security offering supporting AI and GPUs with @nvidia technology.

Exciting stuff. Read @cdepuy thoughts here!
https://t.co/KFU5YeewQy

[Network World @NetworkWorld]

Eridu exits stealth with $200M to rebuild AI networking
https://t.co/tULEflOwjZ