IT, AI & Telecommunications

Heritage Werks Launches NetX AuthorityAI With 4X Inference Efficiency

ATLANTA – October 31, 2026 -- Heritage Werks Group (HWG) has made NetX AuthorityAI commercially available, an "Authority Layer" for enterprise AI that grounds answers in an organization's proprietary knowledge and claims up to 4X greater inference energy efficiency.

Platform builds a governed knowledge network with cited answers

NetX AuthorityAI connects proprietary knowledge, archives, digital assets, enterprise data and verified external sources into a single governed network. It ranks, scores and validates information, then returns fully cited answers traceable to their original sources. It also surfaces related photographs, documents and videos.

HWG positions the product against general-purpose platforms such as ChatGPT, Claude and Gemini, which it says draw on internet-scale data where fact, opinion and misinformation coexist.

Leidos Raises Quarterly Dividend 4.7% to $0.45 per Share

RESTON, Va. – October 31, 2026 -- Leidos Holdings, Inc. (NYSE: LDOS) raised its quarterly cash dividend by 4.7% to $0.45 per outstanding share of common stock, up $0.02 from the prior quarterly payout of $0.43.

Board declares $0.45 payout, lifting the annualized rate to $1.80

The board of directors approved the increase. At the new quarterly rate, the annualized dividend comes to $1.80 per share, against $1.72 under the previous rate.

Leidos reported $17.2 billion in fiscal 2025 revenue

The company, which serves government and commercial customers, reported annual revenues of approximately $17.2 billion for the fiscal year ended January 2, 2026. It employs approximately 50,000 people worldwide.

Dividend is payable December 31 to holders of record on December 15

Stockholders of record at the close of business on December 15, 2026, will receive the payment on December 31, 2026.

Glance Guide Targets AI-to-Human Handoff Gap in Customer Service

Image
Glance Guide Targets AI-to-Human Handoff Gap in Customer Service

WAKEFIELD, Mass. – October 31, 2026 -- Glance Networks released "The Human Edge in AI Customer Service," a guide aimed at the AI-to-human handoff gap, as 76% of consumers say they get frustrated by repeating themselves when switching channels.

The Glance 2026 Customer Experience Trends Report found that 44% of consumers almost always have to repeat themselves when switching channels. Only 7% say they rarely or never do. Respondents described being stuck in an "endless loop" with AI when they needed a human.

Guide gives CX leaders a framework for dividing work between AI and human experts

The guide is aimed at leaders in customer experience, customer support and digital product. It sets out where AI should handle the work, where human experts should step in, and how to connect the two without forcing customers to start over.

Fibre Channel Sales Rise 6% in 2025 as 64Gbps Drives Growth

San Francisco – October 31, 2026 -- Fibre Channel networking sales grew 6% in calendar-year 2025, according to Crehan Research, extending a strong 2024 and lifting cumulative sales by more than 20% over two years. Both switches and Host Bus Adapters (HBAs) contributed to the increase.

Crehan Research said the 2025 results exceeded its own forecast for a growth year. Seamus Crehan, the firm's president, said enterprises continue to rely on the products for their most important applications.

64Gbps products now account for about half of Fibre Channel shipments

Customer adoption of 64Gbps Fibre Channel was the main driver of market growth. The speed now makes up about half of combined switch and HBA shipments.

Switch buyers move toward 128Gbps while HBA buyers lag on 64Gbps

Many switch customers have already moved to 64Gbps. They are expected to begin upgrading soon to 128Gbps switches, which recently reached the market.

Server-Class Ethernet NIC Revenue Tops $13B, Doubling in Two Years

SAN FRANCISCO – October 31, 2026 -- Server-class Ethernet NIC revenues more than doubled in two years, rising from less than $6 billion in 2023 to more than $13 billion in 2025, according to Crehan Research.

2025 delivers record revenue and record growth

The report says 2025 produced both the highest revenue and the fastest revenue growth the market has recorded. Seamus Crehan, president of Crehan Research, said the market has followed "nearly a vertical straight line" since the initial release of ChatGPT.

200GbE and 400GbE NIC sales more than triple in one year

Sales of 200 gigabit Ethernet (GbE) and 400GbE NICs more than tripled over the past year, as customers rapidly deployed high-speed NICs in generative AI networks. These speeds now account for more than half of total market revenues.

Crehan: AI Scale-Up Pushes Ethernet Switch Sales Past $250B

SAN FRANCISCO – October 31, 2026 -- Cumulative data center Ethernet switch sales will surpass $250 billion over the next five years, according to Crehan Research's latest Data Center Switch Long-Range Forecast Report. The firm attributes the figure to a steep ramp of scale-up Ethernet deployments in AI rack systems, added to existing hypergrowth in scale-out and scale-across networks.

Crehan projects 15-fold growth in total market bandwidth within five years

Scale-up will have an even larger effect on bandwidth than on revenue, according to Crehan. The report projects a 15-fold increase in total market bandwidth over the same five-year period.

Scale-up Ethernet switching bandwidth alone is forecast to grow 200-fold. Seamus Crehan, president of Crehan Research, said bandwidth demand for scale-up Ethernet in AI racks is about an order of magnitude greater than for scale-out, and that the gap is likely to widen.

Data Center Ethernet Switch Sales Rise 25% in 1H25 on AI Demand

San Francisco – October 31, 2026 -- Data center Ethernet switch revenues and shipments each grew 25% year-over-year in the first half of 2025, with generative AI a key growth driver, according to Crehan Research.

General data center compute networking demand was also solid. The AI build-out is changing how quickly new port speeds ramp, however.

800GbE branded switch adoption runs almost 100 times ahead of 400GbE

Deployments of 800 gigabit Ethernet (GbE) switches surged alongside generative AI growth. Adoption is proving much faster than that of 400GbE, Crehan said. In branded data center switching, the 800GbE adoption curve to date is almost one hundred times better than that of 400GbE.

Crehan Research President Seamus Crehan said generative AI has produced much steeper and faster adoption curves for new higher Ethernet speeds.

DPU/SmartNIC Ethernet Market Grows Nearly 30% as AWS, Azure Dominate

San Francisco – October 31, 2026 -- The DPU/SmartNIC Ethernet market grew revenues and shipments by nearly 30% in 2024, with Amazon Web Services (AWS) and Microsoft Azure accounting for most deployments, according to a Crehan Research report.

Two hyperscalers take most of the volume

Cloud service providers remained the main growth driver. Alibaba, CoreWeave, Google, IBM, Oracle and xAI made up most of the remaining shipments after AWS and Azure.

Adoption has so far stayed concentrated among companies that rent server capacity to customers. Seamus Crehan, president of Crehan Research, said the technology has "not yet seen broad penetration into markets beyond this."

Data Center Ethernet Switch Market Tops $20B, 100M Ports in 2024

SAN FRANCISCO – October 31, 2026 -- The data center Ethernet switch market exceeded $20 billion in revenue and 100 million port shipments in 2024, a record year for both measures, according to Crehan Research.

Branded and ODM-direct segments both grow as late-year branded sales accelerate

A late-year acceleration in branded switch sales lifted the full-year total. Both branded and ODM-direct data center Ethernet switching posted annual growth.

400GbE and 800GbE reach one-third of annual revenue after 50% growth

The two speed tiers grew 50% year on year and now account for a third of total annual market revenue. Crehan Research says 400GbE adoption has been broad-based across applications and customer segments. Strong 800GbE adoption has so far been driven primarily by generative AI.

Server Ethernet NIC Revenue Climbs $2 Billion in 2024, Crehan Says

SAN FRANCISCO – October 31, 2026 -- Server-class Ethernet NIC revenues rose by $2 billion in calendar-year 2024, according to the latest report from Crehan Research. Market revenues have doubled in just three years, even though one of those years was weak because of a general market inventory correction.

Data center buyers shift more networking budget to NICs

Crehan's analysis shows data center customers are spending a greater portion of their networking budgets on Ethernet NICs. That share has risen even as the overall budgets grew robustly.

Seamus Crehan, president of Crehan Research, said data center Ethernet NICs have moved from low-cost commodity chips soldered onto volume server motherboards to high-performance, differentiated add-in cards. These cards now handle a multitude of high-value network functions, including some formerly run by CPUs.