2024 Showcase

2024 Predictions Showcase

Last year's predictions were well-received by our audience (BTW, we have over 5.5K subscribers on YouTube). We're looking to set new viewing records in 2024 with the support of the executives on this site. Check out what infrastructure technologies (InfraTech) thought leaders anticipate this year, and see how their predictions hold up later in 2024. We're still processing and loading new submissions, so check back regularly over the next few weeks.

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Analysis by AvidThink

What the 2024 predictions point to

Across telco, cloud, semiconductor, and enterprise voices, AI is the connective thread for 2024, reshaping network operations, silicon, and data center design. Alongside it, disaggregation, private 5G, Network-as-a-Service, optical advances, and security-networking convergence recur as the year's defining shifts.

  1. AI reshapes networks and silicon

    Arrcus sees the network becoming the computer, Marvell forecasts larger AI clusters and custom ASICs shifting from training to inference, and Alphawave Semi expects AI-driven chiplet hardware demand.

  2. Private 5G and NaaS go mainstream

    Aarna Networks, HPE Aruba, NTT, and Spirent expect private 5G to coexist with Wi-Fi, while Capgemini, MEF, and Meter see Network-as-a-Service becoming a mainstream monetization and consumption model.

  3. Optical and photonics advance

    Infinera predicts 400G and first-gen 800G coherent pluggables, GlobalFoundries expects silicon photonics growth with novel materials like lithium niobate, and the Advanced Photonics Coalition foresees new standards bodies.

  4. Security converges with networking

    HPE Aruba and Meter cite zero-trust and networking-security convergence, Cato Networks tempers fears of catastrophic AI attacks, and Arelion and Ribbon warn of rising sophisticated DDoS.

  5. Fiber, sustainability, and efficiency

    Clearfield and the Fiber Broadband Association tie fiber growth to onshoring and BEAD funding, while Adtran, Juniper, and Telecom Infra Project emphasize green networking, efficiency, and TCO reduction.

  6. Open source and disaggregation grow

    The Linux Foundation sees AI as a horizontal framework and Open RAN moving toward open source, while Capgemini and Aarna Networks point to disaggregated networks and lower-layer O-RAN disaggregation.

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Highlights from industry thought leaders

Video interviews

Aarna Networks

Key Trends in Public Cloud, Private 5G & O-RAN

  • Aarna Networks' Amar Kapadia forecasts surging demand for dedicated public cloud connectivity in 2024.
  • He also predicts the emergence of private 5G and initial disaggregation in the lower layer of O-RAN.
Abstract
Amar Kapadia, CEO of Aarna Networks, forecasts three major trends in enterprise and service provider networking for 2024: a surge in demand for dedicated public cloud connectivity, the emergence of private 5G, and the initial disaggregation in the lower layer of O-RAN.
Adtran

Service Provider Networking Trends in 2024

  • Adtran's Ronan Kelly says better inventory alignment will improve cash flow and expand connectivity investment.
  • He predicts efficiency gains to cut capital and energy costs, plus interoperability to consolidate multi-vendor networks cheaply.
Abstract
Ronan Kelly, CTO for EMEA at Adtran, predicts three key trends in service provider networking: better inventory alignment will improve cash flow and allow expanded investment in connectivity, improved efficiency to reduce high capital costs and reduce energy and resource consumption, and interoperability to consolidate networks from different vendors at low cost.
Advanced Photonics Coalition

Navigating the Evolving Optical Ecosystem

  • Juniper's Jeff Maki, an Advanced Photonics Coalition board member, predicts more collaboration among competitors in 2024.
  • He expects new standards bodies like the Advanced Photonics Coalition to meet emerging industry needs.
Abstract
Jeff Maki, a distinguished engineer at Juniper Networks and board member of the Advanced Photonics Coalition, predicts an increase in competitors collaborating in 2024 and the emergence of new standards bodies, like the Advanced Photonics Coalition, that can meet emerging industry needs.
Alphawave Semi

AI Chiplets and Optical Communications

  • Alphawave Semi's Tony Chan Carusone predicts AI capabilities enhanced through customized hardware with chiplets.
  • He forecasts a surge in hardware demand and a growing number of semiconductor companies.
Abstract
Tony Chan Carusone, Chief Technology Officer for Alphawave Semi, predicts AI capabilities will be enhanced through the deployment of customized hardware with chiplets, a surge in demand for hardware, and an increase in semiconductor companies.
Arelion

Big Internet trends for 2024

  • Arelion's Mattias Fridström predicts a rise in DDoS attacks in 2024.
  • He also expects an AI breakthrough enhancing automation, with public internet access remaining important.
Abstract
Mattias Fridström, Chief Evangelist at Arelion, predicts a rise in DDoS attacks, significant breakthrough in AI enhancing automation and network interactions, and the continued importance of maintaining public internet access.
Arrcus

AI's Impact on Network Infrastructure

  • Arrcus CEO Shekar Ayyar forecasts the network becoming the computer, driven by AI's three critical network demands.
  • He also predicts expansion of multicloud networking and scale-up for data center infrastructure.
Abstract
Shekar Ayyar, CEO of Arrcus, forecasts a shift in 2024 where the network will become the computer, driven by the rise of AI which demands three critical network characteristics. Ayyar also predicts expansion of multicloud networking, and scale up for data center infrastructure.
Cambium Networks

Wi-Fi 7, AI Analytics & Enhanced Security

  • Cambium Networks' Morgan Kurk says economics over technology will slow Wi-Fi 7 uptake.
  • He expects more AI for network analytics and troubleshooting, plus heightened security amid growing vulnerability.
Abstract
Morgan Kurk, CEO of Cambium Networks, forecasts the continued dominance of economics over technology, leading to a slower uptake of Wi-Fi 7; increased use of AI for network analytics, maintenance, and troubleshooting; and heightened security measures due to growing network vulnerability.
Capgemini

5G, AI, Cloud Networks & Cybersecurity in 2024

  • Capgemini's Shamik Mishra predicts disaggregated networks, standalone 5G, and NaaS becoming a mainstream monetization strategy.
  • He anticipates telecom transformation via AI, edge computing, cybersecurity, and non-terrestrial networks.
Abstract
Shamik Mishra, CTO of Connectivity at Capgemini, predicts the rise of disaggregated networks, standalone 5G services, and Network as a Service becoming mainstream monetization strategy due to cost pressures at carriers. Mishra anticipates significant transformations in the telecom industry through AI, edge computing, cybersecurity, and the emergence of non-terrestrial and specialized networks.
Cato Networks

3 Cyber Events that won't happen in 2024

  • Cato Networks' Etay Maor predicts cybercriminals will increasingly use AI in 2024.
  • He argues a catastrophic AI attack and a standalone cyber war are both unrealistic.
Abstract
Etay Maor, Senior Director of Security Strategy at Cato Networks, predicts that while AI will be increasingly used by cybercriminals, a catastrophic AI attack is not realistic and neither is a standalone cyber war. Listen for more of Maor's insights.
Clearfield

AI, Onshoring and the Fiber Investment Surge

  • Clearfield's Kevin Morgan predicts rising onshoring under Buy America, Build America, and maximized fiber investment.
  • Providers will build more efficient ways to connect homes rather than chase the artificial homes-passed metric.
Abstract
Kevin Morgan, Chief Marketing Officer at Clearfield, predicts a rise in integration and on-shoring (Buy America, Build America), maximization of existing fiber investment, and service providers developing more efficient technologies to connect homes rather than laying fiber for the sake of achieving the artificial "homes passed" metric.
Exact Ventures

AI Mobile at MWC24 in Barcelona

  • Exact Ventures' Greg Collins forecasts a pivotal year for AI in mobile network markets.
  • AI applications extend beyond customer support into network planning, potentially boosting the 5G Standalone market.
Abstract
Greg Collins, founder and principal analyst at Exact Ventures, forecasts a pivotal year for AI in the mobile network markets with applications extending beyond customer support to network planning and optimization, and a potential boost to the 5G Standalone market.
Fiber Broadband Association

Fiber Broadband Deployments in 2024

  • Fiber Broadband Association's Gary Bolton predicts supply-chain normalization and greater fiber access and affordability.
  • The Association will expand its fiber technician training nationwide using BEAD funding amid surging technician demand.
Abstract
Gary Bolton, President of the Fiber Broadband Association, predicts a normalization of the supply chain, increased access and affordability of fiber broadband, and a surge in demand for fiber optic technicians in 2024. The Association plans to expand its technician training program nationwide, leveraging Broadband Equity, Access, and Deployment (BEAD) funding.
GlobalFoundries

Silicon Photonics & Novel Materials

  • GlobalFoundries' Vikas Gupta forecasts silicon photonics ecosystem growth, especially in packaging led by nontraditional OSATs.
  • He predicts more use of novel materials like lithium niobate, barium titanate, and organic polymers.
Abstract
Vikas Gupta, Senior Director of Product Management at GlobalFoundries, forecasts growth in the Silicon photonics ecosystem, especially in packaging, with nontraditional OSATs leading and the rise of a cottage industry around this technology. Gupta also predicts an increase in the use and development of novel materials such as lithium niobate, barium titanate, and other organic polymers.
Graphiant

The Internet's Shift from Ads to Data Exchange

  • Graphiant's Khalid Raza predicts a shift from advertising revenue toward a data exchange economy between business partners.
  • He stresses private, peer-to-peer enterprise data exchange as data growth outpaces available bandwidth.
Abstract
Khalid Raza, CEO of Graphiant, predicts a shift from the advertising revenue model to a data exchange economy between business partners. Raza also emphasizes the need for private exchange of this enterprise data, and the necessity of a peer-to-peer data exchange model as data growth outpaces bandwidth available.
HPE Aruba Networking

Private 5G, AI Integration & Zero Trust in 2024

  • HPE Aruba's Phil Mottram predicts private 5G will coexist with Wi-Fi in enterprises.
  • He expects AI to become mainstream in network operations and zero trust central to network-security convergence.
Abstract
Phil Mottram, EVP and GM of HPE Aruba Networking, predicts that private 5G will coexist with Wi-Fi in enterprises, AI will become mainstream in network operations, and there will be a convergence of networks and security with zero trust becoming a key element of security deployments.
Infinera

400G Plugables & Beyond

  • Infinera's Tim Doiron predicts wider adoption of 400G coherent pluggables by traditional network operators.
  • He also expects expanded fiber transmission spectrum and the first commercial 800G coherent pluggables.
Abstract
Tim Doiron, VP of Solution Marketing from Infinera, predicts an increased adoption of 400G coherent pluggables by traditional network operators, an expansion of the transmission spectrum on fiber, and commercial availability of the first generation of 800G coherent pluggables.
Juniper

Sustainability & 800G Networking Shape Future

  • Juniper's Sally Bament predicts sustainability and green networking becoming crucial in 2024.
  • She also forecasts the rise of 800G networking and on-premises automation with cloud-based AI operations.
Abstract
Sally Bament, VP of Cloud & Service Provider Marketing at Juniper, predicts that sustainability and "green networking" will become crucial, the rise of 800G networking, and the adoption of on-premises automation with cloud-based AI operations.
Juniper

Shift to On-Premises AI Data Centers

  • Juniper's Ben Baker expects businesses to prefer on-premises AI data centers for greater control.
  • He predicts a rise in AI Ops for predictive maintenance and AI-based LLMs in user interfaces.
Abstract
Ben Baker, Senior Director of Cloud/SP Marketing at Juniper, anticipates that businesses will prefer on-premises AI data centers for enhanced control. He also predicts a rise in AI Ops for predictive maintenance, and the integration of AI-based LLMs in user interfaces.
Juniper

AI & IoT for Network Security & Scalability

  • Juniper's Christian Gilby predicts more cloud transition and a resurgence of network access control.
  • He expects deeper IoT integration and migration to WiFi 6E with WiFi 7 emerging.
Abstract
Christian Gilby, Senior Director of Product Marketing at Juniper, predicts more cloud transition, a resurgence of network access control, deeper integration of IoT into network infrastructure, and the migration to WiFi 6E with emergence of WiFi 7.
Linux Foundation

AI in Networking & the Rise of Open-Source

  • Linux Foundation's Arpit Joshipura and Ranny Haiby predict AI becoming a horizontal framework in networking.
  • They anticipate more neutral governance for key software projects and Open RAN's continued move to open source.
Abstract
Arpit Joshipura and Ranny Haiby from Linux Foundation predict AI will become a horizontal framework in networking. They also anticipate a rise in neutral governance for key software projects due to concerns around single company control and geopolitics. They also anticipate the continuation of Open RAN's journey towards full open source.
Marvell

AI Clusters and Custom Silicon in 2024

  • Marvell's Noam Mizrahi forecasts larger AI clusters needing higher bandwidth and ultra-complex custom silicon ASICs.
  • He predicts a shift from AI training to inference, requiring more optimized infrastructure with unique network features.
Abstract
Noam Mizrahi, EVP and Corporate CTO at Marvell, forecasts the growth of larger and more demanding AI clusters will require higher bandwidth connectivity and the development of ultra-complex custom silicon ASICs, optimized for specific use cases. Mizrahi also predicts a shift from training AI models to inference, necessitating a more optimized infrastructure with unique network features.
MEF

NaaS & Inter-Carrier Automation

  • MEF's Kevin Vachon highlights growth in Network as a Service offerings in 2024, with vendors aligning solutions.
  • He anticipates a US inter-carrier automation breakthrough and market-specific automation solutions.
Abstract
Kevin Vachon, COO of MEF, highlights the growth of Network as a Service (NaaS) offerings in 2024., Vachon predicts vendors will align their solutions to enhance service provider offerings. He anticipates a breakthrough in inter-carrier automation in the US market, overcoming complexities of migrating from legacy standards, and foresees the emergence of market-specific automation solutions.
Meter

3 Big Trends for Enterprise Networking

  • Meter's Apurv Bhartia predicts a shift toward cloud-driven models and outcome-driven network administrators.
  • He cites ongoing convergence of connectivity and security, trends already evident in Meter's growth.
Abstract
Apurv Bhartia, Head of Wireless at Meter, a network-as-a-service pioneer, predicts a shift towards cloud-driven models, a rise in outcome-driven network administrators focusing on business results, and the ongoing convergence of connectivity and security. Bhartia states these trends are already evident in Meter's rapidly growing business.
Nile

Enterprise IT Future - Services & AI Networking

  • Nile's Özer Dondurmacıoğlu predicts rising enterprise IT complexity as more products appear at the edge.
  • He foresees a shift to consuming technologies as a service and the rise of AI in services architecture.
Abstract
Özer Dondurmacıoğlu, VP Marketing at Nile, predicts a future of increased complexity in enterprise IT infrastructures due to more products at the edge, a shift towards consuming technologies as a service, and the rise of AI in services architecture.
NTT

5G, AI & Edge Computing in 2024

  • NTT's Parm Sandhu predicts increased 5G adoption, including private 5G networks.
  • He expects continued growth of software-defined networks and shares views on security, sustainability, and edge computing.
Abstract
Parm Sandhu, VP of Enterprise 5G Products & Services at NTT, predicts increased adoption of 5G technology, including private 5G networks, the continued growth of software-defined networks for more flexible network management, plus shares his thoughts on security, sustainability, and edge computing.
Qoro

What's next for Quantum Networking in 2024?

  • Qoro advisor Santanu Ganguly predicts significant growth in the quantum networking sector.
  • He anticipates more Quantum Key Distribution adoption plus quantum sensing, positioning, navigation, and timing systems.
Abstract
Santanu Ganguly, an advisor with Quantum communication startup Qoro, predicts significant growth in the Quantum Networking sector. Ganguly anticipates increased adoption of Quantum Key Distribution (QKD, strong development in Quantum communication network layer, and increased adoption of Quantum sensing, positioning, navigation, and timing systems.
Render Networks

Streamlining Telecom & Broadband Deployment

  • Render Networks' Rob Laudati predicts market pressure and high rural broadband costs will drive telecom efficiencies.
  • He sees AI playing a significant role in optimizing and automating processes.
Abstract
Rob Laudati, VP of Products & Services at Render Networks, predicts that market pressure and high costs of rural broadband deployment will drive efficiencies in the telecommunications sector in 2024. Laudati also anticipates the significant role of AI in optimizing and automating processes, creating opportunities for innovation in the industry.
Ribbon

DDoS, Cloud-Phone Wars & AI Ops Surge

  • Ribbon's Ram Ramanathan forecasts a surge in sophisticated DDoS attacks in 2024.
  • He expects intensified Microsoft-Cisco competition for cloud phone seats and more AI Ops in service provider core networks.
Abstract
Ram Ramanathan, Senior Director of Product Management at Ribbon, forecasts a surge in sophisticated DDoS attacks, heightened competition between Microsoft and Cisco for cloud-based phone seats, and increased adoption of AI Ops in the core networks of communication service providers.
Spirent

5G, Private Networks & AI in 2024

  • Spirent's Steve Douglas forecasts surging 5G Standalone adoption and more private networks from clearer ROI.
  • He predicts AI-driven data center networking and the start of 800GbE refresh cycles in 2024.
Abstract
Steve Douglas, Head of Market Strategy at Spirent, forecasts a surge in 5G Standalone adoption, an increase in private networks due to clearer ROI, and AI-driven evolution in data center networking and internet connectivity. He also predicts the start of 800GbE refresh cycles in 2024.
Telecom Infra Project

AI, RIC & Sustainability

  • Telecom Infra Project's Eugina Jordan predicts telecoms increasing AI/ML use for operations and automated configuration.
  • She anticipates RIC adoption for network optimization and a focus on sustainability and TCO reduction.
Abstract
Eugina Jordan, Chief Marketing Officer at Telecom Infra Project, predicts telecoms will increase their AI/ML use for improving operations and customer experiences, and automating network configuration. Eugina anticipates RIC adoption by mobile operators for network optimization and monetization, and a focus on sustainability and TCO reduction through AI/ML and automation.
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