Research

In the latest 4Q23 Optical Components Report, Datacom optical component revenue grew for the 4th straight quarter, driven by demand for optics used in AI clusters. Leading companies in 800GbE...

Accelerated computing is set to drive a 17% growth in hyperscale cloud capex by 2024, with AI infrastructure investments on the rise, according to Dell'Oro Group.

Seven companies qualify for a position on Vertical Systems Group's 2023 U.S. Carrier Managed SD-WAN Services LEADERBOARD as follows (in rank order based on site share): AT&T, Comcast Business, Verizon,...

The network security market in 2023 experienced a significant shift, with SaaS and virtual solutions surging by 26% and reaching $9.6 billion in revenue. This growth highlights the industry's move...

According to a report from Dell'Oro Group, spending on Ethernet data center switches by Cloud Service Providers declined for the first time in three years. Arista also secured the top...

According to a report from Dell'Oro Group, the Optical Transport market experienced a 6% decline in Q4 2023 due to reduced demand in key regions. Findings suggest that excess inventory,...

AT&T retains the #1 rank on Vertical Systems Group's U.S. Ethernet LEADERBOARD for the second consecutive year, with Lumen in second position. Find out more about the 2023 U. Ethernet...

According to a report by Dell'Oro Group, sales of Broadband Access Equipment are expected to decline in 2023 but rebound in the second half of 2024. The market will be...

The Data Center Physical Infrastructure (DCPI) market is projected to reach over $46 billion by 2028, driven by the increasing demand for accelerated computing to support AI and ML workloads....

According to a report from Dell'Oro Group, over $100 B will be spent on campus switches in the next 5 years. However, a decline is expected in 2024 due to...

According to a report by Dell'Oro Group, the Smart NIC market is projected to surpass $5 billion by 2028, driven by accelerated computing and demand for higher server connectivity speeds....

According to a report by Dell'Oro Group, AI infrastructure build-outs are causing budget cuts and project delays in front-end networks. However, 800 Gbps port shipments are predicted to quadruple in...

According to a report by Dell'Oro Group, worldwide data center capex is expected to grow at a CAGR of 18% as investments shift towards AI. The report predicts that accelerated...