This includes work with open-source groups and collaboration with rivals.

“I think Broadcom is committed to their investment, but that’s not the same as being committed to the VMware brand,” RedMonk's Rachel Stephens wrote.

Analysts have started to question the ability for the market to support several satellite-based service options.

Verizon’s expansion pursuit comes on the heels of rivals AT&T and T-Mobile US pushing deeper into the fiber networking game.

'Public cloud is much more expensive, more so than you can ever expect,' Tan said.

Artificial intelligence is driving the boom but is also impacting job growth.

Colt is currently deep in 400-gig, but is trialing a path toward 800-gig networking.

'Once you see the AI-Native, you can’t unsee it,' Juniper Networks' Jeff Aaron said of the vendor's artificial intelligence-powered networking product

“It's all kind of consolidating to the big groups who are well capitalized [and can] do this stuff,” JLL's Andy Cvengros said of the edge market.

"We want to make sure we're setting the stage with the market of our intention," Dell's Drew Schulke said.

That boom is coming on the heels of broader cloud revenue growth for the market's leading hyperscalers.

Growth in the use of AI for new applications and a focus on managing data center costs is driving the move.

Lumen’s investments are geared toward supporting a standing $5 billion in aggregate sales and an additional $7 billion in sales pipeline

Al El Kaafarani predicts 20% of the dominant players in each sector will start the post-quantum cryptography migration process this year.

“The telecom edge compute market continues to grow, though at a slower rate than originally forecasted," TBR analyst Michael Soper noted.

Dell'Oro Group predicts an investment surge that could see $1 trillion in capex by 2028

Laying out a post-quantum security strategy is a multi-year process, Deloitte's Colin Soutar said.

The vendor plans to introduce SD-WAN hardware to support the traffic demands within larger campuses and data center environments.

Extreme was able to deploy a Wi-Fi 6e network, the first of its kind for an outdoor facility.

The vendor has written off two-thirds of the $6.2 billion it spent to acquire Vonage Holdings

Forrester noted when planning for the post-quantum migration, security, and research leaders often have to contend with some mixed messages.

The latest VMware Cloud Platform updates highlighted the ongoing drama.

Modular servers and smart NICs: Supermicro unlocks Intel's NetSec design flexibility.

'I envision a convergence of the data center networking and the stack over time and integrated with Nvidia,' CEO Antonio Neri said.