AI infrastructure expansion is driving strong demand across data center components, with accelerators, HBM memory, and server systems expected to fuel significant growth in 2026.
Dell’Oro reported that Broadband Access revenue reached $4.8B in 4Q 2025 as FTTH growth, Wi-Fi 7 adoption, and DOCSIS upgrades reshape operator investment priorities. Learn more:
Ethernet more than doubled InfiniBand in AI scale-out networks in 2025 as NVIDIA and Celestica captured nearly 50 percent share in AI cluster switching.
Network Security revenue surpassed $26B in 2025 as enterprises prioritized application-layer protection and integrated platforms to manage AI-driven API growth and modern application environments. Learn more:
Microwave transmission revenue declined 1% in 2025 as India and Latin America softened, though 5G backhaul demand supports growth through 2027. Learn more:
