Two decades ago, the hyperscalers and cloud builders started remaking the Ethernet switch market in the datacenter in their own image, and now it looks like AI training and inference is going to morph ...
There is not one Ethernet business, but several, and now, with the evolution of Ethernet switches for back-end AI cluster networks, there is a new one that has the possibility to dominate revenues and ...
REDWOOD CITY, Calif., Dec. 5, 2025 /PRNewswire/ -- According to a recently published report from Dell'Oro Group, the trusted source for market information about the telecommunications, security, ...
Campus Switch revenue grew in the fourth quarter of 2025 despite a drop in average selling price of nearly every port speed, according to a new report from Dell’Oro Group. “Most vendors raised prices ...