Analyst Angle—NVIDIA to Disrupt Smart NIC Market with AI-enabled Bluefield DPU
At this week’s NVIDIA GPU Technology Conference, the company announced its groundbreaking Bluefield -2X DPU (Data Processing Unit), which combines key elements of the existing Bluefield DPU and NVIDIA’s Ampere GPU. The new DPU enables the use of AI to perform real-time security analytics, and identify abnormal traffic and malicious network activities.
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 – Front-end and AI Back-end Networks market, with key trends and market shifts shaping the year ahead.
Mobile Core Network Market Climbing to Record Highs in 2026
Dave Bolan shares Dell’Oro Group’s 2026 predictions for the Mobile Core Network market, with key trends and market shifts shaping the year ahead.
Optical Transport – Looking Forward to 2026
Jimmy Yu shares Dell’Oro Group’s 2026 predictions for the Optical Transport market, highlighting DCI networks, IPoDWDM and Disaggregated WDM, ZR/ZR+ optics, with key trends and market shifts shaping the year ahead.
Data Center Infrastructure in 2026
Baron Fung shares Dell’Oro Group’s 2026 predictions for the Data Center Infrastructure with key trends and market shifts shaping the year ahead.
Service Provider Router and Switch in 2026
Jimmy Yu shares Dell’Oro Group’s 2026 predictions for the Service Provider Router and Switch market, with key trends and market shifts shaping the year ahead.
Microwave Transmission – Past, Present, and the 2026 Future
Jimmy Yu shares Dell’Oro Group’s 2026 predictions for the Microwave Transmission and Mobile Backhaul markets, with key trends and market shifts shaping the year ahead.
Three Predictions for the 2026 Enterprise Networking Market
Siân Morgan shares Dell’Oro Group’s 2026 predictions for the Enterprise Networking market highlighting WLAN, Campus Ethernet Networks, Campus NaaS, and Public Cloud–managed LAN, along with the key trends and market shifts shaping the year ahead.
Security Budgets Lock onto Cloud Delivered Edges and Next Gen SIEM
Mauricio Sanchez shares Dell’Oro Group’s 2026 predictions for the Network Security, SASE and SD-WAN markets, with key trends and market shifts shaping the year ahead.
Beyond the Bubble Talk: What 2026 Really Holds for Data Center Physical Infrastructure
Alex Cordovil shares Dell’Oro Group’s 2026 predictions for the DCPI, Liquid Cooling, High-density Power market, with key trends and market shifts shaping the year ahead.
