Decision Insights Record

Dell’Oro projects higher-speed campus switch ports will make up over half of revenues by 2029.

Micron Technology launched the $250 million Micron Ventures Paradigm Fund to invest across the AI technology stack, targeting shifts from generative models to AI that reasons, acts, and interacts…

Cerebras powered Ultrafast mode in the OpenAI API for GPT-5.6 Sol, offering up to 750 output tokens per second in limited preview.

Carahsoft plans to attend MESC 2026 in Portland with 30+ partners and will join Optum for a session on Medicaid AI scaling.

Dell’Oro Group says agentic AI and inference drive more than half of front-end switch growth and adoption of 800 Gbps and 1.6 Tbps.

Dell’Oro Group forecasts the Data Center IT Semiconductors and Components market will reach $1.8 trillion by 2030.