AI back-end network spending will exceed $100B by 2030 as scale-up and scale-out architectures expand and Ethernet emerges as the dominant interconnect. Learn more:
Enterprise SASE spending is accelerating as security policy reshapes network design, driving SSE centralization and redefining SD-WAN’s role in policy execution. Learn more:
Dell’Oro forecasts network security spending to exceed $41B by 2030, as AI automation and cloud adoption expand threat exposure and drive distributed, policy-centric architectures.
Campus Ethernet switching rebounded in 2025, but AI-driven cost pressures, higher prices, and mandatory enterprise refresh cycles will shape market growth over the next five years. Learn more:
Dell’Oro Group’s 5-year forecast highlights a strong High End Router market recovery, with Core Routers leading growth as AI data center traffic accelerates.
