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The worldwide Data Center Physical Infrastructure (DCPI) market grew 28% year-over-year to $12 billion in manufacturer revenue during the first quarter of 2026, according…
The rapid build-out of AI infrastructure is reshaping the optical transport market, with a growing emphasis on ZR+ coherent pluggable optics and IP-over-DWDM architectures.…
Global data center capital expenditures are on track to exceed $1 trillion in 2026 as hyperscalers accelerate AI infrastructure deployments and memory pricing inflation…
Campus Ethernet switch vendors posted their second consecutive quarter of double-digit revenue growth in the first quarter of 2026, benefiting from a combination of…
The Optical Transport equipment market is forecast to grow 16 percent in 2026, surpassing $18 billion in manufacturer revenue for the first time since…
The Optical Transport equipment market expanded 10 percent in 2025, fueled by a sharp rebound in data center interconnect (DCI) spending, according to a…
The global Data Center Physical Infrastructure (DCPI) market is on track to surpass $80 billion by 2030, growing at a mid-teens CAGR from 2025…
Spending on data center switches deployed in AI back-end networks will surpass $100 billion by 2030, driven by rapid expansion across scale-up, scale-out, and…
The Campus Ethernet Switch market rebounded in 2025, but did not grow enough to compensate for the 19 percent contraction in 2024 revenue, according…
Demand for High End Routers dramatically improved in 2025 following an 18 percent market correction in 2024 that was caused by oversupply combined with…
The Broadband Access Equipment market is forecasted to grow at an average annual rate of 0.3 percent from 2025 to 2030, with total revenue…
After steep declines in 2023 and 2024 following the 5G peak, RAN market conditions are now stabilizing. In the absence of any major growth…
Worldwide data center capital expenditures increased 59 percent year-over-year, marking the eighth consecutive quarter of double-digit growth as the AI investment cycle continues to…
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