Market

Dell’Oro Group says DCPI market hit $10.9B in 4Q 2025, up 20% YoY, as vendor backlogs expand across power, cooling and distribution.

Xage Security reported 81% revenue and 102% customer growth driven by adoption of its Zero Trust platform and AI security solutions.

Dell’Oro Group reports data center capex surged 57 percent in 2025 amid rising AI deployments, projecting over $1 trillion in 2026.

Dell'Oro Group says Open RAN revenue returned to double-digit growth in 2025 while vRAN revenue stabilized.

Dell’Oro Group says telecom equipment revenue rose 4% in 2025, aided by cloud and data center investment and a strong fourth quarter.

AI deployments expanded data center IT component revenue in 4Q 2025, Dell’Oro Group says.

Dell'Oro Group says broadband access revenue rose to $4.8 billion in 4Q 2025, up 7% quarter-over-quarter and 2% year-over-year.

Dell'Oro Group says Ethernet switch sales in AI back-end networks more than tripled in 2025 and accounted for over two-thirds of AI cluster switch sales.

Dell’Oro Group says network security revenue rose 10% and application security and delivery grew 15% in 2025.

Corero Network Security was named a "Star" in a MarketsandMarkets report, highlighting scale, performance, and service availability expertise.

QKS Group named Kaspersky a 2025 Technology Leader in its SPARK Matrix for enterprise email security.

Scalefusion entered a partnership with Renaissance to make its unified management platform available in the Irish market.