Dell’Oro: AI Back-End Switch Market Set to Exceed $100 Billion by 2030
Spending on data center switches deployed in AI back-end networks will surpass $100 billion by 2030, driven by rapid expansion...
Home » Archives for Jim Carroll » Page 69
Spending on data center switches deployed in AI back-end networks will surpass $100 billion by 2030, driven by rapid expansion...
US Signal has begun active construction of more than 1,000 miles of new, high-density fiber and conduit infrastructure across Ohio...
Cologix announced the acquisition of 38 acres of land in Ashburn, Virginia, extending its footprint in the core of Northern...
Positron AI raised $230 million in an oversubscribed Series B financing at a post-money valuation exceeding $1 billion, as investors continue...
Dell’Oro Group revised its outlook for Cloud RAN and Multi-vendor RAN, reflecting slower adoption curves and changing operator priorities. The...
Microchip Technology Inc. and Hyundai Motor Group launched a collaboration to evaluate 10BASE-T1S Single Pair Ethernet (SPE) as a foundation...
Honda Motor Co., Ltd. and Mythic announced a joint development agreement to co-develop an automotive-grade analog AI system-on-chip (SoC) for Honda’s next-generation software-defined...
Arelion has begun delivering high-performance IP Transit services to Rome’s Fiumicino and Ciampino airports, strengthening network resilience across two of...
Ribbon Communications reported fourth-quarter and full-year 2025 financial results, citing customer project delays and budget timing as headwinds in Q4,...
Amazon Web Services delivered revenue of $35.6 billion in the fourth quarter of 2025, up 24% year over year, marking its...
Tower Semiconductor said it is working with NVIDIA to support 1.6T data center optical modules aimed at next-generation AI infrastructure,...
Digital Realty posted fourth-quarter 2025 results highlighting higher revenue, record leasing in its 0–1 megawatt and interconnection category, and a...
IREN Limited reported fiscal second-quarter 2026 results, highlighting a $3.6 billion GPU financing package tied to a long-term AI Cloud contract...
© 2026 Converge Digest - A private dossier for networking and telecoms.
© 2026 Converge Digest - A private dossier for networking and telecoms.