AI back-end network spending will exceed $100B by 2030 as scale-up and scale-out architectures expand and Ethernet emerges as the dominant interconnect. Learn more:
Enterprise SASE spending is accelerating as security policy reshapes network design, driving SSE centralization and redefining SD-WAN’s role in policy execution. Learn more:
Campus Ethernet switching rebounded in 2025, but AI-driven cost pressures, higher prices, and mandatory enterprise refresh cycles will shape market growth over the next five years. Learn more:
Dell’Oro Group’s 5-year forecast highlights a strong High End Router market recovery, with Core Routers leading growth as AI data center traffic accelerates.
Dell’Oro Group forecasts Wi-Fi 7 adoption peaking in 2029, fueled by low prices and enterprise demand, but facing risks from AI-driven component shortages.