Market

Dell’Oro forecasts AI back-end switch spending near $1T from 2026-2030, with scale-up over half by 2030.

Nord Security said four business suite products completed SOC 2 Type II with no audit exceptions, including first-time certification for NordLayer Browser.

Flexera announced it was named the only vendor in the 2026 Gartner Peer Insights Customers’ Choice quadrant for Software Asset Management Tools. The release cites verified end-user feedback (86 reviewers, 91% willing to recommend as of April 2026) and mentions related Gartner SaaS Management Platforms Magic Quadrant positioning.

Dell’Oro Group forecasts worldwide RAN revenue growth at a 1% CAGR through 2030 after market stabilization in 2025.

Dell’Oro Group forecasts High End Router and Aggregation Switch revenue of $19B by 2030, driven by AI infrastructure buildout.

ABI Research forecast OT Ethernet in defense and military applications will grow from $7.4B in 2026 to $9.7B by 2030.

Brevan Howard is using QuestDB for live and historic market data to support systematic trading and pre-trade analysis.

Cequence Security added Rupal Shah Hollenbeck to its board to advise growth strategy as it scales agentic AI protection.

Nokia reported FMR LLC’s indirect holdings fell below 5% on 8 July 2026, to 4.87% of shares and 4.59% of voting rights.

Article reviews early NOS failures and says Microsoft developed SONiC, now maintained by Linux Foundation and OCP, with Aviz support and validation.

Aviz Podcast Episode 21 says AI value forms at the edge and that networking is needed to scale AI infrastructure beyond GPUs.

Alan Weckel of 650 Group projects AI networking could exceed $200B by decade’s end, driven by Ethernet fabrics, telemetry, automation, and open networking.