Verizon and T-Mobile US also initiated new connection goals that show continued consumer and enterprise growth expectations.

Ericsson is riding some telecom momentum, while Nokia continues to struggle in that space and is looking at alternative verticals to drive future growth.

Gartner noted that the top seven SD-WAN vendors accounted for two-thirds of the market.

Nuclear power is seen as a way to hit both power need and sustainability goals.

A lot of businesses stick with legacy IT systems because they’re familiar – without realizing the true cost of delaying IT upgrades.

Gartner noted that VMware concerns will result in half of enterprises over the next couple of years initiating plans for an alternative vendor.

But analysts predict more than 100,000 VMware customers could exit Broadcom.

The odds are long, but that's just how EchoStar Chairman Charlie Ergen likes them.

Gartner’s latest SD-WAN ranking also included Hewlett Packard Enterprise, Versa Networks, and Palo Alto Networks in the “leaders” quadrant.

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“Ultimately, our goal is to revolutionize the security analyst’s experience,” CrowdStrike's Ajit Sancheti said.

Dell’Oro Group recently predicted that open radio access network equipment will account for more than 25% of the total worldwide RAN market by 2028.

Dell’Oro Group pegs full-year data center capex as growing 35% compared to 2023, hitting $400 billion in total segment revenues.

T-Mobile US is heading a new effort based on the AI-RAN Initiative.

Both are investing billions-of-dollars into fiber and expanding their plans for fixed-wireless access.

Segment spending is set to surge.

"[Customers] want something different and, frankly, the incumbents are not delivering," Nokia's Mike Bushong said.

The change will see the Ericsson name supersede Cradlepoint in the private 5G and enterprise space.

“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.

The new API venture packs a dozen large operators and Google Cloud, but some notable cloud ecosystem names are missing.

Though Cisco’s own efforts in that space could themselves cause some customer concern.

AT&T claims that Broadcom is “threatening to withhold essential support services for previously purchased VMware perpetually licensed software."

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

The AT&T deal comes less than two months after Nokia moved to acquire smaller optical networking rival Infinera for $2.3 billion.