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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

Broadcom Q1 FY 2025: AI and Software Power 25% Revenue Growth

Broadcom Q1 FY 2025: AI and Software Power 25% Revenue Growth

Richard Gordon and Daniel Newman at The Futurum Group break down Broadcom’s Q1 FY 2025 earnings, highlighting AI semiconductor growth, [...]
Marvell Q4 FY 2025 Reports 27% Revenue Growth, AI Custom Chips Drive Momentum

Marvell Q4 FY 2025 Reports 27% Revenue Growth, AI Custom Chips Drive Momentum

Richard Gordon and Daniel Newman analyze Marvell’s Q4 FY 2025 earnings, highlighting AI growth, custom silicon momentum, and evolving semiconductor [...]
HPE Q1 FY 2025: Server Boom Fuels Revenue Jump, But Margins Pressured

HPE Q1 FY 2025: Server Boom Fuels Revenue Jump, But Margins Pressured

Ron Westfall and Daniel Newman at The Futurum Group analyze HPE’s Q1 FY 2025 earnings, highlighting AI-driven server growth, GreenLake [...]
Cisco Q2 FY 2025 Earnings Benefit from AI Infrastructure & Security Growth

Cisco Q2 FY 2025 Earnings Benefit from AI Infrastructure & Security Growth

Ron Westfall, Research Director at The Futurum Group, shares insights on Cisco’s Q2 FY 2025 results, focusing on AI infrastructure [...]
Coherent Reports Robust Q2, Driven by Datacom Strength and Margin Expansion

Coherent Reports Robust Q2, Driven by Datacom Strength and Margin Expansion

Olivier Blanchard, Research Director at The Futurum Group, analyzes Coherent’s Q2 FY 2025 earnings, highlighting record networking revenue fueled by [...]
Navigating AI Networking Challenges with Dell's Design Services - Six Five On The Road at SC24

Navigating AI Networking Challenges with Dell’s Design Services – Six Five On The Road at SC24

Matt Liebowitz, Global Portfolio Lead at Dell Technologies, shares his insights on overcoming AI networking challenges with Dell's Design Services, [...]

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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