Research

Flexential released its 2025 State of AI Infrastructure Report, finding that enterprises are shifting to long-term planning horizons to secure the data center capacity and expertise needed for AI workloads....

Vertical Systems Group released its Mid-Year 2025 Global Provider Ethernet LEADERBOARD, ranking nine companies that each hold 4% or greater share of billable retail Ethernet ports at customer sites outside...

DOCSIS Infrastructure and CPE Spending at Its Lowest Level Since 2009 Total global revenue for the Broadband Access equipment market increased to $4.7 B in 2Q 2025, up 7 percent Q/Q and...

Generative AI demand pushed the data center Ethernet switch market to record levels in the first half of 2025, according to Crehan Research. Revenues and shipments each rose 25% year-over-year,...

InfiniBand switch sales in AI back-end networks surged in 2Q 2025, according to a new report from Dell’Oro Group. Nevertheless, Ethernet maintains the lead, an outstanding achievement for a technology...

Total 2025 Cable Outside Plant Equipment revenues are expected to increase 86 percent year-over-year (Y/Y), driven largely by a surge in new 1.8 GHz amplifiers and new DAA Nodes to...

Preliminary findings reveal that market conditions for radio access network (RAN) equipment continued to stabilize in the quarter, according to a new report from Dell'Oro Group. Following two years of...

 The Optical Transport equipment market grew 14 percent year-over-year in 2Q 2025, according to a new report from Dell'Oro Group. This high growth rate was primarily attributed to the rising...

The worldwide Data Center Physical Infrastructure (DCPI) market is projected to grow at a 15 percent CAGR from 2024 to 2029, reaching $63.1 billion by 2029 as AI-ready capacity accelerates through the...

Ciena’s latest global survey with Heavy Reading, now part of Omdia, found that communications service providers (CSPs) expect artificial intelligence (AI) to become a dominant driver of network traffic within...

Worldwide data center capex is projected to grow at 21 percent CAGR. We anticipate the hyperscale cloud service providers to account for half of the $1.2 trillion global data center capex by...

Demand for High End Routers and Aggregation Switches is projected to increase at a five-year compounded annual growth rate (CAGR) of 4 percent, according to a new report from Dell'Oro...

The Broadband Access Equipment market is forecasted to grow at an average annual rate of 1.6 percent from 2024 to 2029, with total revenue peaking in 2028, driven by ongoing...