Dell’Oro: Campus switch sales to approach $100B over 4 years
Nearly $100 billion will be spent on campus switches over the next five years, according to Dell'Oro Group, which is now forecasting a “digestion period” in 2024, followed by a...
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Engineering the AI Factory Converge Digest tracks the technologies defining next-generation AI data centers—from GPUs and CPUs to networking fabrics, storage, cooling, power systems and hyperscale infrastructure. Coverage spans the complete architecture of modern AI factories. |
Technology Pillars AI Infrastructure ›GPUs ›CPUs ›Ethernet Fabrics ›Storage ›DCI ›Liquid Cooling ›Power › |
Key Players NVIDIA ›AMD ›Intel ›Broadcom ›Arista ›Cisco ›Supermicro ›Equinix › |
| Tracking: Scale Up • Scale Out • AI Factories • Rack-Scale Systems • Ultra Ethernet • InfiniBand • PCIe • CXL • HBM • 1.6T |
Nearly $100 billion will be spent on campus switches over the next five years, according to Dell'Oro Group, which is now forecasting a “digestion period” in 2024, followed by a...
Estonia's Greenergy Data Centers (GDC), which claims to be the largest and most energy-efficient data center company in the Baltics, has deployed Juniper’s cloud-ready data center and AI-driven enterprise solutions. ...
Meta reported Q4 and full year 2022 revenue of $32.17 billion and $116.61 billion, a decrease of 4% and 1% year-over-year for the fourth quarter and full year 2022, respectively....
Amazon Web Services (AWS) launched its second AWS infrastructure Region in Australia—the AWS Asia Pacific (Melbourne) Region. AWS Regions are composed of Availability Zones that place infrastructure in separate and...
Amazon Web Services (AWS) plans to invest $35 billion between now and 2040 to establish multiple, new data center campuses across Virginia. The news was confirmed in a press event...
CyrusOne acquired a 57.6-acre land parcel in Loudoun County, Virginia for a future, state-of-the-art data center complex designed for hyperscale cloud providers and large-scale companies. “CyrusOne is excited to expand...
by James E. Carroll Vapor IO has teamed up with Cellnex Telecom to extend its Kinetic Grid network for delivering edge and grid services to Europe. Cellnex is making available...
Vantage Data Centers unveiled plans for a 48MW £500 million data center campus in London. The new facility, which is situated on nearly five acres (two hectares) in the PowerGate...
Microsoft has acquired Fungible, a Silicon Valley start-up offering high-efficiency, low-power data processing units (DPUs) designed to transform data centers into composable infrastructure. Financial terms were not disclosed. The Fungible...
Digital Realty appointed Andrew P. Power as its Chief Executive Officer, replacing William Stein who has departed from his role as CEO and resigned from the Board of Directors. Power has...
Singtel, in partnership with Indonesia's largest telco Telkom and Indonesian energy company Medco Power, held a groundbreaking ceremony for the new hyperscale data centre located in Kabil Industrial Estate along...
Marvell Technology has begun sampling its Spica Gen2 800Gbps PAM4 electro-optics platform.The highly integrated Spica Gen2 platform is built on advanced 5nm process technology with companion transimpedance amplifiers (TIAs) and...
CyrusOne has pledged to become climate neutral by 2030, moving up its previous 2040 commitment by a decade.To achieve this milestone, CyrusOne will continue to improve the energy efficiency of...
© 2026 Converge Digest - A private dossier for networking and telecoms.
© 2026 Converge Digest - A private dossier for networking and telecoms.