Enterprise Technology Signals

North American operators increased PON spending in 2Q 2026 while global Broadband Access revenue fell, Dell’Oro says.

The AI infrastructure boom is set to continue as per most market research firms. AI chip and compute server upgrade cycles will necessitate the continued spending of many hundreds of billions of

ASUS outlined an AI infrastructure ecosystem expansion at AI Tech 2026 with Intel, AMD, and partner servers for cloud and edge workloads.

Rafay, Aviz ONES and NVIDIA Spectrum-X are presented as a fabric-to-cloud stack for AI factories and neoclouds.

China Unicom and H3C supported the World Humanoid Robot Games in Beijing using Wi-Fi 7 networking and AI-powered O&M.

Think Grid is a hosted, dedicated AI compute service in Riyadh that provides bare-metal NVIDIA PRO 6000 Blackwell accelerators with ILM orchestration. The announcement states an all-inclusive monthly subscription with 27% lower pricing versus comparable hyperscaler dedicated configurations, including storage, support, and no egress charges.

Aviz Networks outlines how OpenStack live migration depends on EVPN-VXLAN fabric behavior and SONiC validation.

Schneider Electric and AMD released a validated AMD Helios rackscale reference design for high-density AI deployments, including 246 kW racks.

Crusoe and ON.energy will deploy 5 GW of ON.energy AI UPS™ across multiple hyperscale campuses starting in 2026.

Scality and OVHcloud expanded their partnership to deliver a joint sovereign storage platform with OPCP deployment and S3-compatible object storage for AI workloads.

Infoblox updated Universal Asset Insights with Discovery, Inventory and Insights plus integrations, ServiceNow CMDB sync, dashboards, and MCP server changes.

Aviz says banking and FinTech networks can use private AI, continuous compliance automation, unified packet/application/session visibility, and SONiC vendor-neutral scaling.

Mavenir said Telefónica Germany migrated the first 100,000 mobile customers to cloud-native IMS 4G/5G voice services on AWS.

The blog says enterprises should prepare networking foundations for AI by using software-defined platforms like SONiC before adopting AI tools.

Aviz ONES 4.2 decouples compute sharing from GPU ownership using device-level allocation and EVPN VXLAN/VRF tenant segmentation.

Atos signed a three-year contract with LCH SA to migrate financial information systems to SecNumCloud-qualified cloud while ensuring continuity of operations.

Analog Devices opened a Thailand advanced manufacturing facility to add test capacity under a hybrid model using internal and partner operations.

Aviz Service Nodes' ASN-DPI exports SIP and RTP metadata for real-time call negotiation and media visibility without payload access.

Meta's Llama-3 run found 78% of interruptions were hardware-related; Aviz's ONES 4.0 adds monitoring, dashboards, and alerts.

Dell’Oro Group says network security revenue rose 10% and application security and delivery grew 15% in 2025.