In this blog, Jimmy Yu shares observations on Huawei’s 2 Tbps DWDM technology, highlighting architecture, power efficiency, and early deployment progress in next-generation optical transport systems.
Mauricio Sanchez distills RSAC 2026 into clear signals for vendors and investors, highlighting control-plane consolidation, data-centric policy, and the gap between vision and adoption.
Following GTC 2026, Baron Fung explores how AI infrastructure is shifting from scale to optimization, driven by heterogeneous architectures, evolving workloads, and rising capex demands.
In this blog, analyst Jeff Heynen examine the FCC ruling shows constrained U.S. router supply, rising costs, and delayed Wi-Fi 7—reshaping broadband operator, vendor, and investor outlooks.
Following GTC 2026, Dell’Oro’s Alex Cordovil highlights AI factories, power constraints, and rising infrastructure complexity reshaping DCPI as operators scale next-generation AI deployments. Learn more:
In this new blog, Stefan Pongratz explains how AI RAN is moving from hype to reality, reshaping RAN strategies while structural constraints influence deployment models and long-term adoption.
Dell’Oro analyst Stefan Pongratz says Open RAN regained momentum in 2025 and should expand further, though supplier diversity and multi-vendor deployments remain limited.
Cloud and AI infrastructure investments helped revive the telecom equipment market in 2025, lifting optical transport, routers, and mobile core spending after two years of decline.
Dell’Oro’s Sameh Boujelbene explains how the Upscale AI–NVIDIA partnership reflects accelerating adoption of SONiC and Ethernet in large-scale AI networking environments.
DOCSIS 4.0 upgrades are exposing operational gaps in HFC networks. Jeff Heynen explores how automation, telemetry integration, and new vendor partnerships can improve reliability. Read the blog.
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