Decision Insights Record

Amazon Web Services will deploy Cerebras wafer-scale inference processors in its data centers under a multiyear agreement.

Dell'Oro Group says Open RAN revenue returned to double-digit growth in 2025 while vRAN revenue stabilized.

Dell’Oro Group says telecom equipment revenue rose 4% in 2025, aided by cloud and data center investment and a strong fourth quarter.

Equinix launched the Distributed AI Hub to help enterprises connect and secure distributed AI infrastructure across 280 data centers.

Crusoe introduced Crusoe Edge Zones to provide low-latency, sovereign AI cloud capacity at the edge.

AI deployments expanded data center IT component revenue in 4Q 2025, Dell’Oro Group says.