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Networking

Networking: The AI-Driven Shift to High-Speed Interconnections and Sustainable Bandwidth

Enterprise networking is the transport system for advanced technologies on-premises and in the cloud. The landscape of data  center networking has shifted in the past few years to focus less on cloud computing and direct Internet access, and now is  primarily focused on providing high-speed interconnections for AI workloads. Bandwidth is increasing rapidly as AI models  evolve and require more and more resources to execute in a reasonable amount of time. Innovation in the market must  also embrace sustainability to ensure that development doesn’t outpace the ability of modern data center infrastructure to  provide power and cooling. 

When working on strategy, product, marketing, and sales initiatives, consider intelligence from our expert analysts – planned deliverables for 2026 include:

  • Analyst Insight Report – a report on critical issues in the industry  
  • State of the Market Report – a report on technology, markets, products, and vendors
  • Futurum Signal Report Access – any Signal Report published in the relevant practice area

The Latest Insights on Networking

HPE Q1 FY 2026 Results Show Networking Strength, AI Backlog, and Higher Outlook

HPE Q1 FY 2026 Results Show Networking Strength, AI Backlog, and Higher Outlook

Futurum Research analyzes HPE’s Q1 FY 2026 earnings, focusing on networking-for-AI demand, memory-driven supply constraints, Juniper integration progress, and what [...]
Market News Coverage MediaTek Expands into Micro LED Optical Communication

Market News Coverage: MediaTek Expands into Micro LED Optical Communication

Olivier Blanchard, Research Director at Futurum, shares his insights on MediaTek’s micro-LED strategy, and how the expansion of data center [...]
NVIDIA Q4 FY 2026 Earnings Highlight Durable AI Infrastructure Demand

NVIDIA Q4 FY 2026 Earnings Highlight Durable AI Infrastructure Demand

Futurum’s Nick Patience analyzes NVIDIA’s Q4 FY 2026 earnings, highlighting data center scale, networking expansion, and agentic AI adoption shaping [...]
Cisco Live EMEA 2026 Can a Networking Giant Become an AI Platform Company

Cisco Live EMEA 2026: Can a Networking Giant Become an AI Platform Company?

Nick Patience, AI Platforms Practice Lead at Futurum, shares insights direct from Cisco Live EMEA 2026 on Cisco’s ambitious pivot [...]
Cisco Q2 FY 2026 Earnings- AI Infrastructure Momentum Lifts Results

Cisco Q2 FY 2026 Earnings: AI Infrastructure Momentum Lifts Results

Futurum Research analyzes Cisco’s Q2 FY 2026 results, highlighting AI infrastructure momentum, campus networking demand, and margin mitigation plans, with [...]
Hewlett Packard Enterprise Q4 FY 2025 ARR Surges as AI Orders Build

Hewlett Packard Enterprise Q4 FY 2025: ARR Surges as AI Orders Build

Futurum Research analyzes HPE’s Q4 FY 2025 results, highlighting networking-led margin resiliency, AI server order momentum, and GreenLake ARR growth. [...]

The Latest NEWS

Co-Packaged Optics The Key to Unleashing AI Networking’s Full Potential
February 13, 2026

Co-Packaged Optics: The Key to Unleashing AI Networking’s Full Potential

Tom Hollingsworth, Advisor at Futurum, shares his insights on the need for co-packaged optics in modern networking. He discusses the way they solve performance problems and reduce power consumption....

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