The rapid build-out of AI infrastructure is reshaping the optical transport market, with a growing emphasis on ZR+ coherent pluggable optics and IP-over-DWDM architectures. According to a new report from...
Global data center capital expenditures are on track to exceed $1 trillion in 2026 as hyperscalers accelerate AI infrastructure deployments and memory pricing inflation raises the cost of server systems,...
Campus Ethernet switch vendors posted their second consecutive quarter of double-digit revenue growth in the first quarter of 2026, benefiting from a combination of rising shipment volumes and higher average...
Cisco released a new research report warning that the rapid rise of AI inference and Agentic AI will fundamentally alter traffic behavior across wide area networks, forcing operators and enterprises...
The Optical Transport equipment market is forecast to grow 16 percent in 2026, surpassing $18 billion in manufacturer revenue for the first time since the year 2000, due to the...
Worldwide telecom investments were stable in 2025, according to a newly published report from Dell'Oro Group. Initial estimates indicate that telecom capex for the approximately 50 service providers covered in...
Fibre Channel networking sales increased 6% in 2025, extending a multi-year growth cycle driven by enterprise demand for high-performance, mission-critical storage infrastructure, according to Crehan Research. The firm reports that...
U.S. wavelength services demand continues to expand as hyperscalers, AI infrastructure providers, and data center operators scale high-capacity optical interconnects. A new report from Vertical Systems Group ranks Lumen Technologies...
Server-class Ethernet NIC revenues more than doubled in the past two years, rising from under $6 billion in 2023 to more than $13 billion by 2025, according to new data...
The Optical Transport equipment market expanded 10 percent in 2025, fueled by a sharp rebound in data center interconnect (DCI) spending, according to a new report from Dell’Oro Group. Revenue from...
The global Data Center Physical Infrastructure (DCPI) market is on track to surpass $80 billion by 2030, growing at a mid-teens CAGR from 2025 to 2030, according to a new...
Spending on data center switches deployed in AI back-end networks will surpass $100 billion by 2030, driven by rapid expansion across scale-up, scale-out, and scale-across architectures, according to a new...
Dell’Oro Group revised its outlook for Cloud RAN and Multi-vendor RAN, reflecting slower adoption curves and changing operator priorities. The update follows a reassessment of how Open RAN has progressed...
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