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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

NVIDIA Q2 FY 2026 Earnings: Networking Steals the Spotlight and Q3 Ramp Will Be Key To Watch

NVIDIA Q2 FY 2026 Earnings: Networking Steals the Spotlight and Q3 Ramp Will Be Key To Watch

Futurum’s Ray Wang and Daniel Newman examine NVIDIA’s Q2 FY 2026 earnings, highlighting strong Blackwell adoption, record networking revenue, and [...]
Coherent Q4 FY 2025 Earnings Rise on AI Datacenter and Networking Demand

Coherent Q4 FY 2025 Earnings Rise on AI Datacenter and Networking Demand

Ray Wang, Research Director at Futurum, examines Coherent’s Q4 FY 2025 earnings, highlighting AI datacenter and networking growth, margin gains, [...]

The Six Five Pod | EP 267: Grok 4, Galaxy Folds, AI Ethics, and Frothy Markets

On episode 267 of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman dive into the latest tech trends [...]

The Six Five Pod | EP 266: Tech Giants’ Chess Moves – From Meta’s Hiring Flex to Oracle’s Cloud Surge

On episode 266 of The Six Five Pod, Patrick Moorhead and Daniel Newman dive into the latest tech news and [...]
HPE CEO Antonio Neri on Innovation in AI, Cloud, and Networking - Six Five On The Road

HPE CEO Antonio Neri on Innovation in AI, Cloud, and Networking – Six Five On The Road

HPE CEO Antonio Neri joins Six Five hosts in a captivating session on HPE's innovation in AI, cloud, and networking, [...]
Exploring HPE's Secure, AI-Powered Network to Drive Business Forward - Six Five On The Road at HPE Discover Las Vegas 2025

Exploring HPE’s Secure, AI-Powered Network to Drive Business Forward – Six Five On The Road at HPE Discover Las Vegas 2025

Phil Mottram, EVP & GM at HPE Aruba Networking, joins Patrick Moorhead and Daniel Newman to discuss enhancing networks with [...]

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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