650Group

614 posts

650Group

650Group

@650Group

650 Group is a market intelligence research company with analysts focusing on Cloud, IoT, communications and IT technology industries.

Incline Village, NV Katılım Ocak 2017
403 Takip Edilen361 Takipçiler
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NVIDIA Networking
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: nvda.ws/4mMsfRE
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Chris DePuy | 650 Group
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
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Chris DePuy | 650 Group
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
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Marvell Technology
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.
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Marvell Technology
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: mrvl.co/474d6Vp
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Eridu
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: 650group.com/blog/the-widen… #AI #GPU #Networking
Alan Weckel@AlanWeckel

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 grown only 4–5x. That mismatch is becoming a tax on utilization, efficiency and AI economics. In the next wave of scale, the bottleneck is not the GPU. It is the network. Read the analysis: 650group.com/blog/the-widen… #AIInfrastructure #AINetworking #Ethernet #DataCenter #Hyperscale

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Alan Weckel
Alan Weckel@AlanWeckel·
@Meta's latest blog gives a solid look at its MTIA plans and how it is thinking about both scale-up and scale-out. Big takeaway: the future bandwidth demands are huge. It’s a reminder that networking will be one of the key factors shaping how fast AI infrastructure can scale — and how quickly the Ethernet market will need to grow to keep up. Also, credit to @credosemi that purple cable definitely stands out in the photo Meta used. #AIInfrastructure #AINetworking #Ethernet #Meta #MTIA #DataCenter
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Alan Weckel
Alan Weckel@AlanWeckel·
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 grown only 4–5x. That mismatch is becoming a tax on utilization, efficiency and AI economics. In the next wave of scale, the bottleneck is not the GPU. It is the network. Read the analysis: 650group.com/blog/the-widen… #AIInfrastructure #AINetworking #Ethernet #DataCenter #Hyperscale
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