Decision Insights Record

Stefan Pongratz outlines key RAN shifts at MWC 2026, as AI RAN gains momentum while Open RAN fades and GenAI traffic remains minimal.

At OFC 2026, Jimmy Yu observed a shift toward higher-density optical architectures driven by new pluggables, amplification, and system designs.

Dell’Oro Group projects telecom CAPEX down 2% in 2026 and wireless capital intensity near 11% by 2029.

Aviz Networks and VAST Data validated an integrated VAST AI OS and Aviz ONES solution end-to-end in NVIDIA DSX Air.

Carahsoft received SolarWinds’ 2025 Distributor Partner of the Year award at the 2026 Partner Summit for work tied to year-over-year growth and a subscription transition.

Coder announced a $90M Series C led by KKR, with participation from QRT and Uncork Capital. The company positions its cloud-based, governed development environments as the infrastructure layer for…