News
Data Center IT Semiconductor and Component Revenue Increased 116 Percent in 1 Q 2026, According to Dell'Oro Group
1+ hour, 34+ min ago (374+ words) Dell'Oro Group Data Center IT Semiconductor and Component Revenue Increased 116 Percent in 1 Q 2026, According to Dell'Oro Group AI Infrastructure Expansion and Rising Memory Prices Drive Data Center IT Component Market Growth REDWOOD CITY, Calif. " June 17, 2026 " According to a recently published…...
Securing Agentic AI Pushes Network Security Market Up 14 Percent, According to Dell'Oro Group
1+ week, 1+ day ago (349+ words) Dell'Oro Group Securing Agentic AI Pushes Network Security Market Up 14 Percent, According to Dell'Oro Group Buyers Seek Consistent AI Guardrails Across Networked Users, Applications, Clouds, and Branches REDWOOD CITY, Calif. " June 9, 2026 " According to a recently published report from Dell'Oro Group,…...
From Scale to Optimization: GTC 2026 Signals the Next Phase of AI Infrastructure
2+ mon, 3+ week ago (627+ words) At this year's NVIDIA GTC, the narrative has moved decisively beyond the initial shift to accelerated computing. What stood out in 2026 is not just the continuation of that trend, but the expansion of AI infrastructure into a heterogeneous, domain-specific ecosystem....
GTC 2026: Moving from Chip Launches to Infrastructure Architecture
2+ mon, 3+ week ago (270+ words) For the past two NVIDIA generations, data center designers could plan around a single workhorse rack. The Hopper and then Blackwell platforms offered a largely homogeneous building block: one compute rack architecture, scaled across rows and halls, with relatively uniform…...
Campus Switch Price Hikes Show Little Effect as Shipments Expand by Double-Digits, According to Dell'Oro Group
3+ mon, 1+ hour ago (256+ words) Dell'Oro Group Campus Switch Price Hikes Show Little Effect as Shipments Expand by Double-Digits, According to Dell'Oro Group IOT Expansion Drives 4 Q 2025 Access Switch Sales REDWOOD CITY, Calif. " March 17, 2026 " According to a recently published report from Dell'Oro Group, the trusted…...
From Scale-Up to Scale-Out: Upscale AI Extends Its Open Networking Vision Through NVIDIA Partnership
3+ mon, 6+ day ago (289+ words) As enterprises and neocloud providers expand AI clusters, networking has emerged as a critical bottleneck. The partnership focuses on enabling these customers to deploy scalable, low-latency networking systems that support heterogeneous environments spanning compute, accelerators, memory, and storage. A core…...
Ethernet More Than Doubles Size of Infini Band as the Leading Fabric for AI Scale-Out Networks in 2025, According to Dell'Oro Group
3+ mon, 1+ week ago (346+ words) Dell'Oro Group Ethernet More Than Doubles Size of Infini Band as the Leading Fabric for AI Scale-Out Networks in 2025, According to Dell'Oro Group NVIDIA and Celestica Lead Ethernet Switch Sales in AI Clusters with Nearly 50 Percent Combined Share REDWOOD CITY,…...
ATX and Harmonic Aim to Simplify and Automate Outside Plant Troubleshooting in DOCSIS 4. 0 Networks
3+ mon, 1+ week ago (228+ words) Obviously, the vendors who supply the equipment and components for their operator customers to make this shift must make adjustments themselves. We are beginning to see a consistent stream of product releases and partnership announcements highlighting this shift in focus…...
Hyperscale AI Investment Cycle Anchors Accelerator-Led Infrastructure Spending, According to Dell'Oro Group
4+ mon, 5+ day ago (332+ words) Dell'Oro Group Hyperscale AI Investment Cycle Anchors Accelerator-Led Infrastructure Spending, According to Dell'Oro Group Explosive AI Growth is Straining the Memory and Storage Supply Chain REDWOOD CITY, Calif. " February 12, 2026 " According to a newly published forecast report by Dell'Oro Group, the…...
Higher Campus Switch Prices to Be Driven by AI Component Demand, According to Dell'Oro Group
4+ mon, 2+ week ago (253+ words) Dell'Oro Group Higher Campus Switch Prices to Be Driven by AI Component Demand, According to Dell'Oro Group Network Refreshes and Preparation for AI Will Fuel Market in 2026 REDWOOD CITY, Calif. " February 3, 2026 " According to a recently published report by Dell'Oro Group,…...