Dell'Oro Group projects DCPI market to top $80 billion
Dell'Oro Group projected the Data Center Physical Infrastructure market would surpass $80 billion by 2030 amid power constraints.
Signals 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 Signals • February 9, 2026
Dell'Oro Group projected the Data Center Physical Infrastructure market would surpass $80 billion by 2030 amid power constraints.
Decision Insights Signals • February 9, 2026
Tencent Cloud expanded collaboration with Blooming Talk to provide Tencent Cloud Chat (IM) as Blooming Talk's global messaging backbone.
Decision Insights Coverage • February 9, 2026
NVIDIA and Aviz combined NVIDIA AIR and Aviz ONES to use digital-twin simulation for real-time validation of AI network designs.
Decision Insights Coverage • February 9, 2026
Aviz Service Node extracts 100+ DPI metadata fields from encrypted traffic to restore application visibility without payload decryption.
Decision Insights Signals • February 9, 2026
Dell’Oro Group projects the DCPI market will exceed $80 billion by 2030 as power scarcity and cooling demands reshape data center design.
Decision Insights Signals • February 9, 2026
Dataminr was added to Carahsoft’s CarahCloud Marketplace and listed in AWS Marketplace for U.S. Public Sector procurement.
Decision Insights Signals • February 9, 2026
American National Standards Institute launched a hydrogen standards initiative to compile a standards database and host informational webinars.
Decision Insights Signals • February 9, 2026
OneTrust named John Heyman as CEO while founder Kabir Barday remained on the board in a strategic advisory role.
Decision Insights Signals • February 9, 2026
Silicom Ltd. said a Tier-1 cyber security customer ordered over $1M of Edge systems for a next-generation high-end product line.
Decision Insights Signals • February 9, 2026
Ambarella said it would exhibit at Embedded World 2026 in Nuremberg and demo its AI SoCs, software, and developer tools.
Decision Insights Signals • February 9, 2026
Capgemini said its sovereign-ready cloud and AI solutions were available on the AWS European Sovereign Cloud to address EU data sovereignty.
Decision Insights Signals • February 8, 2026
CompTIA and SGInnovate signed an MOU to provide certifications and a CyberReady+ bootcamp for Singapore's deep tech talent.
Decision Insights Signals • February 8, 2026
Digital Realty’s NRT14 data center in Greater Tokyo received NVIDIA DGX-Ready certification to host DGX GB200 and NVL72 systems.
Decision Insights Signals • February 8, 2026
Globe Telecom became the first in Southeast Asia to offer Starlink Direct‑to‑Cell satellite service to standard LTE phones in the Philippines.
Decision Insights Signals • February 7, 2026
Nvidia CEO Jensen Huang said the AI infrastructure build-out was the largest in history and that roughly $660 billion in CAPEX was sustainable.
Decision Insights Coverage • February 6, 2026
Aviz Networks podcast examines changes in network observability for the AI era, focusing on telemetry, scalability and open platforms.
Decision Insights Coverage • February 6, 2026
Aviz Networks podcast explains how SONiC PlugFest validates open networking for production deployments.
Decision Insights Coverage • February 6, 2026
Zaid Kahn explains how LinkedIn adopted SONiC to improve visibility, telemetry and operational control in production networks.
Decision Insights Signals • February 6, 2026
Skywork launched Skywork Desktop, a Windows client that runs agentic AI workflows locally and processes files on-device with isolated VM execution.
Decision Insights Signals • February 6, 2026
Nord Security said it had surpassed 400 patents globally, with most filings in the US after a fourfold increase since 2023.
A synthesis of what changed across the vendors, projects and technologies tracked here. Published every two weeks. Subscribing creates a free Decision Insights account.