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WHTop → 📋 News → Aging Branch Networks Drive New Wave of SASE Spending
Sep, 2026 : Aging Branch Networks Drive New Wave of SASE Spending
📅 - The SASE market reached $3.5 billion in the second quarter of 2026 as enterprise spending on SD-WAN accelerated alongside broader security services, extending annual growth above 20 percent for a fifth straight quarter, according to Dell'Oro Group. The shift points to a branch-network refresh cycle in which aging routers, cloud-delivered controls, and rising capacity requirements are colliding across large estates globally.
For infrastructure buyers, the more useful signal sits beneath the growth rate. Enterprises are spending again on branch networking, but the pattern is selective rather than synchronized. Equipment approaching support limits, sites carrying more traffic, and locations [...][... Check source for end of article ...]
📅 - New Jersey to Brean Cable Adds 24 Fiber Pairs Across Atlantic - EXA Infrastructure will build a subsea cable spanning 6,552 kilometers from New Jersey to Brean, United Kingdom, creating a new transatlantic route that will feed traffic onward to Slough and continental Europe. Due in late 2029, EXA Meridian is designed with 24 fiber pairs and more than 500 Tbps of capacity for hyperscalers, neoclouds and other large bandwidth buyers.
The route is the more interesting part of the project. Transatlantic capacity is plentiful in aggregate, but large buyers do not purchase networks by looking only at total terabits. They care about where cables land, which terrestrial paths carry traffic away from the beach, how much infrastructure overlaps with existing [...]
📅 - Huawei: Agentic AI May Drive 100-Fold Compute Cluster Growth - Huawei expects AI agents to drive a 100,000-fold increase in global token consumption by 2035, a projection that would require compute clusters to expand dramatically while data center operators wrestle with power, cooling and network limits. The company estimates agents could generate more than 90 percent of traffic, making machine-to-machine activity a dominant infrastructure workload within a decade.
That is a very large number attached to a very distant forecast. It also lands at a moment when cloud providers, chipmakers and data center developers are already spending heavily on infrastructure whose utilization economics remain difficult to predict.
Huawei's central assumption is [...]
📅 - Gartner: Power Constraints Draw Enterprises Into AI Power Supply - Enterprise energy assets are moving closer to the center of AI infrastructure economics as surging data center electricity demand forces companies to rethink who owns, controls, and sells power. Gartner expects enterprise-owned energy assets to reach $10 trillion by 2030, creating a market where large companies could supply electricity directly to grids and AI data centers globally.
The forecast points toward an awkward convergence for infrastructure operators. Data center capacity can be designed, financed and filled with processors faster than adequate electrical capacity can necessarily be connected. That has already changed site selection in several major markets, where megawatts [...]
📅 - Nebius Raises GPU Cloud Rates Again as AI Demand Accelerates - Nebius will raise on demand AI cloud prices again from October 1, increasing rates for selected NVIDIA GPUs by 17% to 21% while also lifting some CPU and memory charges. The second increase in three months suggests scarce accelerator capacity is giving specialist cloud providers more pricing power, even as customers face higher infrastructure costs per hour.
The immediate problem for enterprise buyers is budgeting. NVIDIA H100 capacity will move from $3.85 to $4.50 per GPU hour, while H200 pricing rises from $4.50 to $5.40. NVIDIA B200 capacity moves from $7.15 to $8.50, and the newer B300 goes from $7.85 to $9.50. Those increases land on workloads whose economics are already difficult to [...]
📅 - Crusoe Raises $3.9B to Scale AI Data Centers and Cloud - Crusoe has raised $3.9 billion in a Series F round at a $30.9 billion post-money valuation, giving the AI infrastructure company fresh capital to expand data centers, cloud services, and modular capacity. The financing arrives as Crusoe reports more than $140 billion in contracted value and over 6 gigawatts of gross contracted capacity across its platform globally.
The round is larger than the roughly $3 billion financing discussed earlier this year, when Crusoe was being considered at a valuation near $30 billion. The eventual outcome leaves the valuation broadly in that territory while increasing the amount of capital available for an unusually expensive strategy: controlling more of [...]
📅 - Setting Up Fail2Ban to Block Brute-Force SSH Attacks on Dedicated Servers - FOR IMMEDIATE RELEASELONDON, UK – eServers, a leading provider of enterprise bare metal infrastructure, unmetered dedicated servers, and advanced cybersecurity solutions, has released a critical security advisory titled "Setting Up Fail2Ban to Block Brute-Force SSH Attacks on a Dedicated Server." The comprehensive tutorial provides Linux system administrators and IT security teams with an actionable blueprint for automating host-level defenses against continuous, malicious botnet traffic."Within minutes of a dedicated server being provisioned with a public IP address, automated botnets begin aggressively scanning the SSH daemon on port 22," the eS
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