Market

Dell’Oro Group says agentic AI and inference drive more than half of front-end switch growth and adoption of 800 Gbps and 1.6 Tbps.

Dell’Oro Group forecasts the Data Center IT Semiconductors and Components market will reach $1.8 trillion by 2030.

Nimble appointed Tanya Andreev Kaspin as CFO as it scales Web Search Agents built for AI agent workflows.

Dell’Oro forecasts SASE revenue to reach $24B by 2030, driven by SD-WAN recovery and expanded SSE monetization.

Dell’Oro says Open Fronthaul is set to become the preferred interface while Cloud RAN and multi-vendor RAN follow different adoption paths.

Cequence Security said NTT DOCOMO deployed its application and API protection platform and that it launched Cequence AI Gateway in Japan.

Cequence Security said NTT DOCOMO deployed its application and API protection platform and the firm launched Cequence AI Gateway in Japan.

Dell’Oro Group forecasts 2026 data center PON equipment revenue to rise 844% as hyperscalers deploy passive optical networks for out-of-band management.

Dell’Oro Group forecasts Network Security hardware spending to exceed $90B through 2030 as revenue growth rises to a 7% CAGR.

Dell’Oro Group projects triple-digit 2026 enterprise Wi‑Fi 7 revenue growth and earlier Wi‑Fi 8 timing tied to DDR4 shortages.

Dell’Oro Group forecasts Cable Outside Plant Equipment revenues rise in 2026 and peak in 2027 as operators deploy 1.8 GHz amplifiers and DAA/GAP nodes.

Dell’Oro Group forecasts Broadband Access Equipment revenue will peak in 2028, with 2026-2030 growth at a 0.5% CAGR as CPE costs rise.