Market

VivoPower started a feasibility study to integrate BESS at its 41.5 MW Mo i Rana data center, targeting up to $4 million in annualized EBITDA.

Darktrace said it received Customers’ Choice in Gartner Peer Insights for Email Security Platforms for a second consecutive year.

Dell'Oro Group reports DCPI revenue grew 28% in 1Q 2026 as AI demand accelerated investment in Heat Rejection, liquid cooling, and power. The post Data Center Physical Infrastructure Market Expands 28 Percent Y/Y in 1Q 2026, According to Dell’Oro Group appeared first on Dell'Oro Group.

Atos was named a market leader in SAP Services by PAC’s 2026 RADAR, with “Best in Class” rankings across multiple SAP categories.

Industrial firms refocus on AI-linked data center power and thermal, using divestitures and targeted M&A including Carrier and Johnson Controls.

Nokia issued a Finland stock exchange notification stating that FMR LLC’s indirect voting rights in Nokia fell below the 5% threshold as of 29 June 2026. Nokia reported a crossing from 5.05% voting rights previously to 4.92% voting rights, based on the same total number of voting shares.

Dell’Oro projects $35B in AI RAN revenue (2026-2030) and says overall RAN market growth will not expand.

TALON and Smart Data Solutions expanded an integration using Universal Repricer and UAPA™ for batch EDI 837 repricing in SDS.

As Ericsson transitions leadership, market share trends reveal how Börje Ekholm stabilized competitiveness, defended RAN leadership, and positioned the company for future challenges. The post Ericsson Changing of the Guard appeared first on Dell'Oro Group.

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.

ABI Research forecasts TinyML AI chipset shipments above 4.1 billion units by 2031, with revenue exceeding $7.8B.

Dell’Oro Group says Data Center IT Semiconductors and Components revenue rose 116% year over year in 1Q 2026 on AI buildout and memory prices.