Market

Dell’Oro Group reports worldwide RAN revenue excluding services rose modestly in 1Q 2026, staying within -4% to +4% YoY range.

ABI Research forecasts software-defined Satellite Channel Emulators (SCEs) for Non-Terrestrial Network (NTN) partner validation will grow in shipment revenue by 2031, with a shift toward software licenses. Telcos are projected to become a major end-user group as they prepare NTN services for 5G/6G use cases.

AI networking may top $200B by decade’s end, with software estimated at $40–50B, driven by Ethernet fabrics, observability, automation, and open networking.

Gartner’s first AI Assistants for IaC guide projects 90% context-aware use and 70% agentic drift remediation by 2029.

Dell’Oro forecasts AI Systems Security market grows from near zero to nearly $8B by 2030 as enterprises deploy AI agents in production.

ZeroFox announced it was named a Leader in Gartner’s Magic Quadrant for Cyberthreat Intelligence Technologies. The company frames the market shift toward platforms that discover exposure, validate risk, and disrupt adversaries, and cites ZeroFox’s unified SaaS capabilities across threat intelligence, brand/domain protection, and related functions.

ABI Research forecasts hyperscaler IT load rising from 24.37 GW in 2025 to 147.13 GW by 2035. The number of sites grows modestly, while capacity under-the-roof and power-dense facilities above 10 MW expand. Grid constraints and cooling requirements are cited as gating factors across regions.

Louis Toth says AI progress depends on edge data processing and the networking needed to scale infrastructure, with enterprise traction tied to shipped products and measurable results.

Scality announced ARTESCA+ Veeam HA, a unified, multi-node software appliance pairing Veeam Data Platform with Scality ARTESCA S3 immutable storage. The release claims triple high availability across the Veeam stack and storage, plus S3 Object Lock immutability and a $100,000 cyber guarantee for immutably stored data.

Itential’s blog summarizes Gartner’s AI assistants for IaC guide, forecasting agentic AI adoption for IaC generation and drift remediation by 2029.

Mauricio Sanchez says Comcast Business is positioning beyond connectivity with managed SD-WAN, managed SASE, AI operational focus, and edge services.

ABI Research named QNX, Wind River, SYSGO and Green Hills Software Leaders in its Commercial RTOS for Robotics Functional Safety ranking.