Worldwide data center capital expenditures jumped 59% year-over-year in 3Q 2025 as hyperscalers broaden AI investments across accelerated compute, general-purpose servers, and supporting infrastructure globally.
Global data center server and storage component revenue surged 40% year-over-year in 3Q 2025, led by AI accelerators, hyperscaler demand, HBM and storage shipments worldwide.
Ethernet data center switch sales reached a record in 3Q25, fueled by AI back-end networks, strong front-end demand, and adoption across cloud providers and enterprises.
AI factories are driving a surge in IPoDWDM and ZR+ optics, as hyperscalers scale across data centers to meet unprecedented bandwidth demands.
The SASE market grew 21% in 3Q25 as Access Router spending plunged, with enterprises rapidly converging networking and security and vendors competing aggressively for leadership. Learn more:
