650 Group

When we left Mobile World Congress 2026 in March, we framed AI RAN as a strategic split: Nokia and Samsung betting on merchant silicon (CPUs and GPUs), while Ericsson, Huawei, and ZTE continued to rely on purpose-built ASICs (MWC 2026: The RAN Chip Wars). Six months later the tactical debate over who would actually ship AI into the RAN has effectively ended.

Flex (NASDAQ: FLEX) said this week it has reached a definitive agreement to buy EPC Power for $4.4 billion, folding in differentiated power-conversion and grid-forming technology built for the next generation of 800V data center power architectures.

Data Center Interconnect, Scale Across and Scale Out Drive This Market Incline Village, NV. Sept. 9, 2026 — In a newly released forecast, 650 Group projects the Coherent Lite market will surpass 10 million units within the next three to five years. We expect that there will be multiple drivers of the Coherent Lite market, including Data Center Interconnect (DCI), Scale Across and Scale Out uses.

This morning, Arm positioned the new Mali G2-Ultra NX GPU as its first AI-native Mali graphics core, integrating dedicated neural accelerators directly into the shader pipeline rather than bolting an NPU alongside it. It arrives with a third-generation ray tracing unit and a new execution engine Arm calls the largest Mali instruction-set upgrade in seven generations, with up to 2x more registers per warp. The neural work is where the architecture earns its name.

Nokia today announced Mobile Core Early Access, a live, hosted environment that lets telecommunications providers and enterprises evaluate the software behind AI-era mobile core networks before committing to deployment. The program launched in June with a select group of 30 companies; with today’s announcement, registration is now open to the entire industry. Cloud-native mobile core in the AI era. Source: Generated with ComfyUI (RealVisXL).

by Chris DePuy / August 30, 2026 On August 11, 2026, xAI introduced Grok Bot, an early-beta product it frames as a roster of always-on AI agents that each run on a cloud computer of their own, sign into the customer’s existing tools, and carry multi-step jobs through to completion without supervision, the company announced. We think the launch is significant less for the agent itself and more for what it signals about a new and persistent class of AI compute demand.

Introduction GPU performance from 2025 through the end of the decade is growing exponentially, but the more fundamental driver of infrastructure change is what is happening to the models themselves.

In recent weeks, Cato Networks made clear it is deepening its position in AI security while building on its SASE foundation. The company launched Agentic Threat Prevention, disclosed two critical vulnerabilities in the Cursor IDE through its Cato AI Labs, and reported that annualized recurring revenue has now passed $415 million, up 42% year over year.

Celona today announced Orion, a new enterprise platform that unifies private 5G, Wi-Fi, public cellular, and satellite into a single wireless fabric designed for AI-native operations. Celona is positioning Orion as its Agentic Converged Wireless Platform, creating a new category that brings together previously separate wireless domains under a unified management and policy framework.

At Black Hat USA 2026, Cribl unwrapped a set of AI-era security capabilities for its existing platform. The headline is the AI Observability app, which puts token counts, spending, model uptake, and risk into a single view across teams and applications and flags sensitive data as it enters prompts and traces.