Enterprise Technology Signals

After attending Cisco Live 2026 and HPE Discover 2026, Dell’Oro Group's Senior Director Siân Morgan analyzes how Cisco and HPE are connecting AI, security, automation, and campus networking strategies to capture enterprise opportunities. The post HPE Discover vs. Cisco Live: What the Leading Vendors are Saying about Campus Networking appeared first on Dell'Oro Group.

Mplify released an LSO Solution Provider Landscape Report tracking 175+ providers and detailing LSO API and payload coverage.

Dell’Oro forecasts IPoDWDM revenue growth at 27% CAGR through 2030 and expects ZR+ optics shifts with scale-across DCI.

Dell’Oro Group reports $4.4B Broadband Access revenue in 1Q 2026, with US DOCSIS 4.0 spending and 73% Y/Y Wi-Fi 7 router growth.

Nokia added an agentic AI framework to NSP for IP networks, grounding agents in real-time context and enabling guided troubleshooting within policies.

The post contrasts AI conversations in applications with performance changes in data movement, network design, telemetry, and stable operations for agents.

OpenStack live migration needs more than compute orchestration. In EVPN-VXLAN fabrics, seamless VM mobility depends on consistent VNI mappings, Anycast Gateway behavior, fast MAC/IP route updates, and fabric-level validation. SONiC open networking, c...

After Cisco Live 2026, Sameh Boujelbene analyzes how Cisco is positioning validated AI infrastructure platforms beyond standalone hardware performance and networking speeds. The post Cisco’s AI Data Center Strategy Expands Beyond Hardware Toward Validated Infrastructure appeared first on Dell'Oro Group.

The article describes Aviz Networks’ NCP Agent SDK, an on-premises, vendor-neutral platform for building AI agents that query network data, correlate context, and perform governed actions.

Mplify said AMS-IX, DE-CIX, and LINX joined to collaborate on Mplify LSO APIs for IP peering, cloud connectivity, and AI-driven traffic exchange.

Dell’Oro Group says 6G RAN planning is shifting to evolutionary deployments, AI-native RAN, open fronthaul, and economics as key focus areas.

Nokia launched its AI Networking Innovation Lab in Sunnyvale to co-develop and validate AI-ready data center networking with partners.

Aviz Network Copilot for Public Sector outlines on-prem private AI, continuous compliance validation, and SONiC-based networking for hybrid monitoring and citizen data.

NeoCloud providers need faster GPU onboarding, multi-tenant orchestration, vendor-neutral networking, deep observability, packet-level compliance monitoring, and AI support.

IP Fabric expanded NetBox integration to compare discovered and intended network states for workflow validation and compliance controls.

Aviz Network Copilot blog says AI agents can automate compliance, troubleshooting, monitoring, and documentation with background monitoring and tool integrations.

In her latest insight, Sameh Boujelbene examines how OpenAI’s MRC protocol reinforces Ethernet’s growing role in large-scale AI networking infrastructure. Read more>> The post OpenAI’s MRC Initiative Reinforces Ethernet’s Expanding Role in AI Back-end Networks appeared first on Dell'Oro Group.

Aviz joins ONUG Dallas on May 13, 2026, to explore how enterprises like eBay are achieving 4x bandwidth growth using open networking and SONiC — scaling infrastructure without vendor lock-in, excessive cost, or loss of operational control.

Aviz Podcast Episode 2 discusses AI factories and AI fabrics, arguing networks must support multiple fabrics for training and inference with cost models like token serving.

Aviz Podcast Episode 2 discusses building AI factories and AI fabrics, arguing networking must support multiple workloads and open standards.