650Group @650Group
650 Group is a market intelligence research company with analysts focusing on data centers, AI, cloud, and mobile networks. 650group.com Incline Village, NV Joined January 2017-
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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
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
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
A look back at 2026 RSA - AI, Agentic AI and #SIEM by @cdepuy : 650group.com/blog/rsa-confe…
An on demand webinar featuring @Cisco #NexusOne for unifying data center network operations. Don't miss it ! @AlanWeckel
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: cs.co/6017B65Yit
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.
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 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: mrvl.co/474d6Vp
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: 650group.com/blog/the-widen… #AI #GPU #Networking
AI factories are hitting a networking wall. The industry is pouring hundreds of billions into GPUs and XPUs, but the fabric connecting them is not scaling at the same pace. @650Group data shows compute has surged 5x+ since 2022, while effective scale-out bandwidth per GPU has
Today, @CatoNetworks announced its new SASE and #ZTNA security offering supporting AI and GPUs with @nvidia technology. Exciting stuff. Read @cdepuy thoughts here! 650group.com/blog/cato-netw…
Eridu exits stealth with $200M to rebuild AI networking spr.ly/6014B6GZTG
P4 @P4lang
1K Followers 78 Following P4 is a domain-specific language for network devices, specifying how data plane devices (switches, NICs, routers, filters, etc.) process packets.Dean Bubley @disruptivedean
16K Followers 4K Following Telecom Futurist & 5G / 6G / WiFi / FTTX / spectrum / policy analyst, advisor & public speaker. Analogy sharpshooter.
Intel Intelligent Fab... @intelfabric
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Trent Fierro @Trentf_CA
572 Followers 382 Following Network Services marketing at Nile | Moms best son | Views expressed are mine and not my employers
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Primate Portfolio @PrimatePort
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Kyle Wray V @Kylewrayv
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Optical G @OpticalG888
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183 Followers 1K Following “Persistence. Perfection. Patience. Power. Prioritize your passion. It keeps you sane.” ― Criss Jami, Killosophy
Payday Loans & Cash A... @paydayloanspay
10K Followers 10K Following MAGA🇺🇸AMERICA🇺🇸FREEDOM🇺🇸 Your go-to source for the best personal loans, payday loans, cash advances. Flexible options, and support for all credit types 𝕏
Incredible Treasures @incredtreasures
1 Followers 54 Following
George Millington @geo2geo
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Norbert @Norbert95983798
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Owen Barford @SQLOB1
88 Followers 1K Following Vehicles, SQL Server and Virtualisation...and maybe a touch of cooking.
Pisgah Capital @pisgahcapital
12 Followers 282 Following
Noel Misthopoulos @misthopoulos
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William Myrhang @wkmyrhang
2K Followers 7K Following PMM @AMD for Instinct GPUs. Passion for HPC, AI, DaaS/VDI, Cloud, Security, Consumer Electronics, PC Gaming, Xbox, & AV. Raising #Autism teen. Views My Own.
c @AmitCha18446988
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Martin Iulian Sobo @IulianSobo
55 Followers 581 Following Photonic CPU R&D | Java-trained developer | Founder @ SMITECHDEV OÜ (Estonia, Est. 2020, IT & Computer Services)
Gigamon @gigamon
7K Followers 2K Following Supercharge your #cloud, #security, and #observability tools to realize the transformational promise of the cloud.
mvizard @mvizard
10K Followers 744 Following Chief Content Officer for Techstrong Group, publisher of https://t.co/799DaDAYmu, Security Boulevard, Cloud Native Now, https://t.co/2XFXIJyVJ3 and co-host for Techstrong Gang
Eduardo Favrin @EduardoFavrin
5 Followers 73 Following
Josh Miner @joshsminer
6 Followers 131 Following
STH @ServeTheHome
21K Followers 226 Following ServeTheHome provides insights and analysis delivered to you since 2009. We specialize in the data center industry with servers, storage, and networking.Dean Bubley @disruptivedean
16K Followers 4K Following Telecom Futurist & 5G / 6G / WiFi / FTTX / spectrum / policy analyst, advisor & public speaker. Analogy sharpshooter.
Zeus Kerravala @zkerravala
44K Followers 3K Following The #1 ranked independent analyst, according to AR Insights. Focusing on technologies that are reshaping the world. #AI #Security #Network #Communications
Intel Intelligent Fab... @intelfabric
2K Followers 217 Following P4-driven, high performance data center fabric with enhanced visibility & control. Switch to Intelligence with Intel Intelligent Fabric (prev Barefoot Networks)
Sean Kinney @seankinneyRCR
3K Followers 1K Following AI, chips, cloud, gin, MNOs, network hardware and software, Star Wars and Steely Dan—that pretty well sums it up. Opinions are my own.
Will Townsend @WillTownTech
5K Followers 2K Following Chief Analyst, Top @ARInsights global rank, @Forbes contributor featured on #NPR, #WSJ, #CNBC, #TodayShow & ❤️🚴
Microsoft Developer @msdev
522K Followers 44 Following Now shipping: Microsoft Build 2026 June 2–3, 2026 / San Francisco and online Register now ⬇️
Ben Bajarin @BenBajarin
45K Followers 2K Following CEO & Principal Analyst @creativestrat. Full-stack tech analysis from silicon to markets. Advisor to tech leaders. Technologist at heart. Keeper of Bees.
kathryn lundstrom @klundster
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Jemima Kelly @jemimajoanna
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John Furrier @furrier
25K Followers 11K Following Cofounder Co-CEO SiliconANGLE theCUBE; Leading #Enterprise Analyst, events, media, cloud, reporting, digital TV; #SiliconValley #EnterpriseTech
StackPane @StackpaneSF
13 Followers 17 Following An Open-Research firm in B2B hi-tech space. A brainchild of @SarbjeetJohal! #MWC25
Jeetu Patel @jpatel41
15K Followers 2K Following Technology Executive & Board Member. President & CPO, Cisco. Proud dad. Love design. Views are mostly my own, but sometimes not entirely my own ;-)
Peter Steinberger �... @steipete
535K Followers 2K Following Polyagentmorous ClawFather. Came back from retirement to mess with AI and help a lobster take over the world. @OpenClaw🦞 + @OpenAI
CIO.com @CIOonline
173K Followers 4K Following The voice of IT leadership. Provides expert analysis, strategy, and advice for #CIOs, #technology leaders and executives.
eWeek @eWEEKNews
22K Followers 3K Following Real-time enterprise tech news for CIOs & IT leaders. AI, cybersecurity, cloud & IT strategy. 📩 Join 270k+ pros reading Daily Tech Insider to stay ahead↓
InfoWorld @InfoWorld
88K Followers 224 Following We're your destination for #softwaredevelopment, #machinelearning, and #cloud news. Follow along for expert analysis of these #enterprise technologies.
Bikash Koley @bikashkoley73
2K Followers 38 Following VP Global Networking @Google, ex-CTO @JuniperNetworks, network geek, technologist
Edgecore Networks @EdgecoreNetwork
2K Followers 55 Following Edgecore Networks provides wired and wireless networking solutions globally for AI/ML, Cloud Data Center, and SMBs, featuring open WiFi, switches, and more.
DriveNets @drivenets
640 Followers 188 Following DriveNets is a leader in high-scale networking software for AI infrastructure and service providers.
Michelle Lewis @michelle0728
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Laura Bratton @LauraBratton5
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Bloomberg @business
10.2M Followers 105 Following The first word in business news | Watch Live: https://t.co/nHEpHOAfg3 | Newsletters: https://t.co/nWaCxHTiks | Podcasts: https://t.co/096e9xMJF7
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