Topics: Data Center Switch

Data Center Infrastructure

Backbone of a beast – charting Nvidia’s rise to networking titan

Data Center Infrastructure

OCP 2026: Optics Takes Center Stage in Enabling the Next Wave of AI Networking and High-Speed Switching

Dell’Oro’s Sameh Boujelbene highlights six key OCP 2026 developments, from co-packaged optics

Data Center Infrastructure

Cisco’s AI Data Center Strategy Expands Beyond Hardware Toward Validated Infrastructure

After Cisco Live 2026, Sameh Boujelbene analyzes how Cisco is positioning validated

Data Center Infrastructure

OpenAI’s MRC Initiative Reinforces Ethernet’s Expanding Role in AI Back-end Networks

In her latest insight, Sameh Boujelbene examines how OpenAI’s MRC protocol reinforces

Data Center Infrastructure

From Scale-Up to Scale-Out: Upscale AI Extends Its Open Networking Vision Through NVIDIA Partnership

Dell’Oro’s Sameh Boujelbene explains how the Upscale AI–NVIDIA partnership reflects accelerating adoption

Data Center Infrastructure

Data Center Networking in 2025–2026: Milestones and Opportunities Amid Supply Risk

Sameh Boujelbene shares Dell’Oro Group’s 2026 predictions for the Data Center Switch

Data Center Infrastructure

Beyond the GPU Arms Race — The Potential Role of OXC in Building Next Gen AI Infrastructure

AI clusters demand new interconnect architectures. Dell’Oro analysts Sameh Boujelbene and Jimmy

Data Center Infrastructure

Traditional Front-end Networks Remain Vital as AI Back-end Networks Investment Skyrocket

This shift is redefining the networking industry. The battle between Ethernet and

Data Center Infrastructure

Data Center Capex and IT Component Markets in 1H24: A Surge Driven by Generative AI

In 1H24, global data center capex surged 38%, driven by AI servers

Data Center Infrastructure

2023 Data Center Infrastructure Recap: Navigating AI-Accelerated Growth Paths

Uncover insights on Data Center Capex growth, technology shifts, and vendor landscapes.

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