Dell’Oro Group forecasts AI back-end switch spending to top $100 billion by 2030
Dell’Oro Group forecasts AI back-end switch spending will exceed $100 billion by 2030 and says Ethernet will dominate scale-up and scale-out.
Records are individual enterprise-technology developments, captured as they happen: product launches, funding, partnerships, executive moves, vulnerabilities, and announcements across cloud infrastructure, networking, security, and AI. Looking for the synthesis? See Briefs
Decision Insights Record • February 4, 2026
Dell’Oro Group forecasts AI back-end switch spending will exceed $100 billion by 2030 and says Ethernet will dominate scale-up and scale-out.
Decision Insights Record • February 4, 2026
SailPoint presented updates to adaptive identity security to help enterprises manage human and non-human identities amid AI adoption.
Decision Insights Record • February 4, 2026
CompTIA and the National Applied AI Consortium announced free online AI training and CompCert credentials for 100 high school teachers.
Decision Insights Record • February 4, 2026
SEALSQ CEO Carlos Moreira presented a root-to-quantum platform to address quantum risks to embedded and mission-critical systems.
Decision Insights Record • February 4, 2026
Tellabs and Cornerstone released a report that PON reduces complexity, lowers cost and enables vendor-neutral SDN at scale.
Decision Insights Record • February 4, 2026
Gilat Satellite Networks received an order over $10 million for Powerstream Ka amplifiers to support LEO constellation ground infrastructure.
Decision Insights Record • February 3, 2026
SoftBank Corp. and Ericsson Japan K.K. demonstrated and deployed an AI system that improved 5G downlink throughput by 24%.
Decision Insights Record • February 3, 2026
Varonis Systems, Inc. said it would acquire AllTrue.AI to add real-time AI visibility and guardrail enforcement.
Decision Insights Record • February 3, 2026
Collins Aerospace will deploy FOMAX and GlobalConnect services to Thai Airways' 32 A321neo aircraft, expected by 2028.
Decision Insights Coverage • February 3, 2026
Itential outlines a shift to agent-driven automation with agent-to-agent protocols and centralized orchestration in 2026.
Decision Insights Coverage • February 3, 2026
Netskope announced One Data Lineage to trace datasets across cloud, email, endpoints and apps for end-to-end visibility.
Decision Insights Record • February 3, 2026
Dell’Oro Group says campus Ethernet switching rebounded in 2025 but AI component demand pushed prices higher.
Decision Insights Record • February 3, 2026
Dell'Oro Group forecasts $97B in SASE spending for 2025–2030 as security policy drives enterprise network design.
Decision Insights Record • February 3, 2026
Broadcom Inc. introduced an 802.11bn Wi‑Fi 8 AP and Trident X3+ switch with a unified architecture; it was sampling to early access customers.
Decision Insights Record • February 3, 2026
Snyk unveiled the AI Security Fabric to provide continuous protection across code, agents and AI-native applications.
Decision Insights Record • February 3, 2026
Pindrop expanded its partnership with NiCE to embed Passport, Protect and Pulse in NiCE CXone and Cognigy Voice.
Decision Insights Record • February 3, 2026
Netskope introduced Netskope One Data Lineage to track data provenance and lifecycle for compliance and investigations.
Decision Insights Record • February 3, 2026
DNSFilter reported a 30% rise in DNS threats from October 2024 to September 2025 and an average of 66 threats per user daily.
Decision Insights Record • February 3, 2026
Darktrace launched SECURE AI to monitor AI prompts, agent activity and data flows across SaaS and cloud-hosted models.
Decision Insights Record • February 3, 2026
Darktrace released its 2026 AI cybersecurity report and unveiled Darktrace / SECURE AI after a survey found 76% concerned about AI agents.
A synthesis of what changed across the vendors, projects and technologies tracked here. Published every two weeks. Subscribing creates a free Decision Insights account.