Decision Insights Record

Dell’Oro forecasts AI back-end switch spending near $1T from 2026-2030, with scale-up over half by 2030.

Dell’Oro forecasts point-to-point microwave transmission growth for two more years tied to 5G, with revenue changes through 2032.

Zscaler and Schwarz Digits will host a sovereign Zero Trust SASE service in German data centers on STACKIT for EU compliance.

Eviden and Thales integrated Galileo PRS into Eviden’s P3TS military navigation receiver used by the French army.

Sent, a unified API for SMS, WhatsApp, and RCS, announced an oversubscribed $12M Series A to expand its licensed telecom infrastructure.

Checkmarx introduced Checkmarx Fusion in early access, combining AppSec engines, security context, and Anthropic frontier models via Amazon Bedrock.