AI networking spending grows, but enterprise network readiness lags
Spending for AI buildout has reached shocking scale, though much of the spending comes from hyperscalers and neocloud providers.
Spending for AI buildout has reached shocking scale, though much of the spending comes from hyperscalers and neocloud providers.
The short version
- Enterprises are, however, still in the mix, with networking being one of the core elements of spend.
- Networking vendors are still seeing growth.
- Dell’Oro Group reports that worldwide enterprise networkin g revenue grew 15% year over year in the first half of 2026 .
What happened
In an analyst panel at the ONUG AI Networking Summit, IDC analyst Leslie Rosenberg said networking is the fastest-growing category of enterprise AI infrastructure spending. The panel also included Mauricio Sanchez , senior director at Dell’Oro Group, and was moderated by Woo Jin Ho, senior hardware analyst at Bloomberg Intelligence.
Why it matters
The discussion covered spending, budgets, readiness, workload placement, and operations.
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