Redwood City – October 14, 2026 -- The worldwide Data Center Physical Infrastructure (DCPI) market grew 27% year-over-year to $14 billion in manufacturer revenue in the second quarter of 2026, according to Dell'Oro Group. Growth has now run above 20% for consecutive quarters as demand for AI data center capacity outpaces supply. Dell'Oro attributes the modest slowdown from 1Q 2026 to a tougher comparison base, not weaker demand.

Redwood City – October 06, 2026 -- Worldwide telecom capital expenditure climbed approximately 5 percent year-over-year in the first half of 2026, outpacing expectations set at the start of the year, according to Dell'Oro Group. The uptick follows several years of declining operator investment.

Redwood City, Calif. – October 01, 2026 -- Dell'Oro Group has appointed Frank Yang, a 25-year veteran of networking and data center technologies, to build out its coverage of the Data Center Optical Connectivity market.

Chandler, Arizona – September 29, 2026 -- VIAVI Solutions Inc. (NASDAQ: VIAV) has launched the CyberFlood CF50, billed as the industry's smallest and lightest all-in-one platform for enterprise-scale application performance, security and AI inference testing at speeds up to 100G.

Warrenville, Ill. – September 28, 2026 -- Aglocell, Inc. has delivered a Tier-1 U.S. wireless carrier one terabyte of additional daily network capacity through software alone, avoiding an estimated $2.6 million in hardware costs across a single metro deployment.

Redwood City, Calif. – September 18, 2026 -- The Secure Access Service Edge (SASE) market reached $3.5 billion in the second quarter of 2026, extending year-over-year growth above 20 percent for a fifth consecutive quarter, according to Dell'Oro Group.

Redwood City – – September 17, 2026 -- Vendors shipped a record volume of Access Points in the second quarter of 2026, pushing the global WLAN market to double-digit growth across every region, according to Dell'Oro Group's newly published Wireless LAN Quarterly Report.

Redwood City, Calif. – September 13, 2026 -- The worldwide Network Security market reached nearly $8 billion in the second quarter of 2026, up 18 percent year-over-year, according to a new report from Dell'Oro Group. Firewall growth accelerated sharply, climbing from 9 percent in the first quarter to 18 percent in the second, as enterprises pushed ahead with lifecycle refreshes, capacity additions, branch modernization, and virtual enforcement deployments.