Telecom capex rose 5% in 1H26, outperforming expectations, but the longer-term outlook remains measured as operators prioritize capacity, modernization, automation, and efficiency.
Dell’Oro Group appoints Frank Yang to lead Data Center Optical Connectivity research, covering optical interconnects, Ethernet adapters, Smart NICs, and AI-driven infrastructure evolution.
Data center capex growth accelerated in 2Q 2026, fueled by AI infrastructure investment, rising server prices, and expanding neocloud and AI model builder spending.
SASE revenue reached $3.5 billion in 2Q 2026, sustaining growth above 20 percent as SD-WAN strengthened and SSE expanded into broader security controls.
WLAN access point shipments reached a record high in 2Q 2026, while Wi-Fi 7 surpassed half of market sales amid rising component costs. Learn more.
