Market

Edgecore Networks and Aviz Networks outline validated SONiC deployments, observability, AI-driven NetOps and a structured POC lab for AI-ready networks.

BT introduced Sovereign Voice, a cloud calling service that keeps call routing inside the UK and is hosted in UK data centres.

Capgemini and Deutsche Telekom engineered an open SMO platform for automated RAN operations supporting Open RAN and legacy 4G/5G.

izzi deploys Harmonic cOS with Pearl R-OLT modules to extend its fiber network and adopt R-OLT architecture.

Dell’Oro Group says microwave transmission equipment revenue fell 1% in 2025 as demand in India and Latin America weakened.

Weekly roundup covering sovereign AI infrastructure partnerships, agent and MCP tooling, recovery automation, and optical transport and RAN market updates.

Dell'Oro Group found Optical Transport revenue rose 10 percent in 2025 as DCI WDM purchases grew nearly 40 percent.

Dell’Oro Group says the RAN market stabilized in 2025 with flat expectations for 2026 and increased vendor concentration.

Dell’Oro Group forecasts a 25% CAGR for the data center accelerator market as AI raises demand for GPUs and custom accelerators.

Sophos acquired Arco Cyber to add continuous assurance, control-to-framework mapping and executive reporting to Sophos Central.

Dell'Oro Group projected the Data Center Physical Infrastructure market would surpass $80 billion by 2030 amid power constraints.

Dell’Oro Group projects the DCPI market will exceed $80 billion by 2030 as power scarcity and cooling demands reshape data center design.