Decision Insights Signals

Dell’Oro Group says data center server and storage component revenue rose 40% year over year in 3Q 2025 driven by AI accelerators.

Palo Alto Networks released a report saying 99% of respondents experienced attacks on AI systems and API attacks rose 41%.

Dell'Oro Group said 3Q25 Ethernet data center switch revenue exceeded $8 billion and more than doubled from three years earlier.

Cognizant signed a five-year agreement to manage ERIKS' operational IT services and modernize its technology stack.

D-Link launched Nuclias Unity, a license-free cloud network management platform for SMBs and multi-site enterprises.

Dell'Oro Group says enterprises will shift security budgets to SASE/SSE, cloud WAF and a centralized AI-assisted SIEM by 2026.