Research

Ciena’s latest global survey with Heavy Reading, now part of Omdia, found that communications service providers (CSPs) expect artificial intelligence (AI) to become a dominant driver of network traffic within...

Worldwide data center capex is projected to grow at 21 percent CAGR. We anticipate the hyperscale cloud service providers to account for half of the $1.2 trillion global data center capex by...

Demand for High End Routers and Aggregation Switches is projected to increase at a five-year compounded annual growth rate (CAGR) of 4 percent, according to a new report from Dell'Oro...

The Broadband Access Equipment market is forecasted to grow at an average annual rate of 1.6 percent from 2024 to 2029, with total revenue peaking in 2028, driven by ongoing...

The global 5G Mobile Core Network (MCN) market is projected to grow at a 6 percent compound annual growth rate (CAGR) 2024-2029, according to a newly-published report from Dell'Oro Group....

Worldwide Radio Access Network (RAN) revenues, excluding services, are projected to stay flat and reach $160 B in cumulative revenue over the 2025-2029 forecast period, according to a new report...

The Optical Transport market is forecast to return to growth in 2025 after declining 9 percent in 2024, according to a new report from Dell'Oro Group. Following the steep decline...

The explosive scale in AI back-end networks is driving the need for additional capacity in data center switch front-end networks for data ingest, according to a new report from Dell'Oro...

Ethernet is winning the war against InfiniBand in AI back-end networks, potentially driving nearly $80 B in data center switch sales over the next five years, according to a new...

Global semiconductor sales surged to $630.5 billion in 2024, with projections pointing to $701 billion in 2025, according to the Semiconductor Industry Association’s (SIA) 2025 State of the U.S. Semiconductor...

AI RAN is projected to account for approximately a third of the RAN market by 2029, according to a new report from Dell’Oro Group. In the near term, the focus...

The Data Center Physical Infrastructure (DCPI) market grew 17 percent year-over-year (Y/Y) in 1Q 2025, according to a recently published report from Dell'Oro Group.  This marks the fourth consecutive quarter of...

Global demand for bandwidth is soaring to unprecedented levels and could soon outstrip available fiber infrastructure, according to Zayo’s newly released 2025 Bandwidth Report. The company projects that 120 million...