Chris DePuy | 650 Group

Founder @650group
Technology Analyst & Publisher | Wi-Fi, Storage, Cellular Infra, Cybersecurity | Market Insights & Forecasts

[Chris DePuy | 650 Group @cdepuy]

Nouscon was fun! @NousResearch

[Chris DePuy | 650 Group @cdepuy]

@NousResearch On my way!

[Chris DePuy | 650 Group @cdepuy]

Akamai's inference and agent sandbox just hit beta on 4,350+ edge locations.
Our AI infrastructure research: serving models close to users and protecting them is a position hyperscalers don't hold. @Akamai @650group
https://t.co/Yeh8CiKTh2
#AI #EdgeInference

[Chris DePuy | 650 Group @cdepuy]

Here's what we're seeing in networking: agentic ops just reached the WAN edge.
HPE folded EdgeConnect SASE into Mist and Aruba Central, Marvis included, on the post-Juniper timeline it set. Mist CY26, Aruba 1H CY27.
@HPE @650group
https://t.co/Wura0BWYsN
#SASE

[Chris DePuy | 650 Group @cdepuy]

Here's what we're seeing in enterprise wireless: assurance goes resident.
Thousand Eyes agents land in Wi-Fi 7/6E APs in December; RADIUS, DHCP and DNS validation rides in the base subscription. That changes the buying decision.
@Cisco @650group
https://t.co/hUT3lxgJv2
#AI

[Chris DePuy | 650 Group @cdepuy]

Fortinet's FortiGuard reads prompts, MCP tool calls and 35 data types on the installed FortiGate base.
@Fortinet @650group
https://t.co/XR5CKWcm2g
#AI #cybersecurity

[Chris DePuy | 650 Group @cdepuy]

Rambus just deployed ChipAgents across its chip design flow — and took equity.
If its internal QoR numbers hold, we expect wider agentic adoption through 2027.
@650group @RambusInc https://t.co/xBVc106571 #AI #ChipDesign

[Chris DePuy | 650 Group @cdepuy]

Nokia's AI-RAN made its first live-network call, T-Mobile put the first AI-RAN call through a live commercial network from Bellevue, Washington, running commercial ARC servers with Nokia's CUDA-accelerated RAN software on massive MIMO radios. BT and Deutsche Telekom will conduct 2027 field trials using NVIDIA ARC gear with Nokia software and know-how.
https://t.co/8GHwXdz0vn
@Nokia @650group @nvidia #AI #5G

[Chris DePuy | 650 Group @cdepuy]

@Cloudflare @650group
Link: https://t.co/5p9OZNPeBS
#AI

[Chris DePuy | 650 Group @cdepuy]

Cloudflare OS represents the company's move into the enterprise AI agent control arena, attaching identity, policy, and cost to each agent connection.

[Chris DePuy | 650 Group @cdepuy]

It lets companies deploy agents customized to their environment, not consumer-class agents/bots that many companies have already banned.

[Chris DePuy | 650 Group @cdepuy]

SpaceX Q3: $14.6B revenue, +161% Y/Y; former xAI swung to a $431M op profit.
Two virtuous cycles: launch runs near break-even, Connectivity earned $2.4B of segment income, and SI profits fund $16.4B of capex.
We wrote it up: https://t.co/Ly3zGjokr3
#SpaceX @650group

[Chris DePuy | 650 Group @cdepuy]

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: https://t.co/VFx0Q1jaSx
#AI #CyberSecurity

[Chris DePuy | 650 Group @cdepuy]

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: https://t.co/VFx0Q1jaSx
#AI #CyberSecurity

[Chris DePuy | 650 Group @cdepuy]

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.
https://t.co/qTnRJE0auo
@650group #6G

[Chris DePuy | 650 Group @cdepuy]

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.
https://t.co/Nu8rO8P1EW
@650group #AI #CXL

[Chris DePuy | 650 Group @cdepuy]

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
https://t.co/zXuamU0YST #AI

[Chris DePuy | 650 Group @cdepuy]

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
https://t.co/oTM06Enqj9 #AI

[Chris DePuy | 650 Group @cdepuy]

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
https://t.co/gfBjE90yp9 #AI

[Chris DePuy | 650 Group @cdepuy]

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
https://t.co/oZO3Z5dbd0 #AI