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Enterprise Technology Signals

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

AI Accelerator

The Growing Memory Tax on AI Infrastructure

In his latest blog, Baron Fung examines how DRAM inflation and rising HBM complexity are reshaping server economics and making memory efficiency critical to AI infrastructure growth through 2030. The post The Growing Memory Tax on AI Infrastructure appeared first on Dell'Oro Group.

Data Center

Optical Transport Equipment Market Grew 15 Percent Year-over-Year in 2Q 2026, According to Dell’Oro Group

Dell’Oro Group reports Optical Transport revenue rose 15% year-over-year, fueled by DCI growth, cloud provider demand, and North American AI infrastructure investment in 2Q 2026. Learn more: The post Optical Transport Equipment Market Grew 15 Percent Year-over-Year in 2Q 2026, According to Dell’Oro Group appeared first on Dell'Oro Group.

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