Market Intelligence · 2024 — 2030
Composable Network Market Executive Summary
A composable network turns the data-center fabric into a programmable resource pool — hardware and software disaggregated, dynamically allocated to workloads. Adoption is being pulled by 5G rollouts, AI workloads, and SDN / SDDC convergence; restrained by datasharing and security complexity; and accelerated by edge computing demand.
2024 Base
2030 Projection
2024 — 2030 CAGR
Coverage
$5.2B
$14.8B
~16%
28 countries
Industry Ecosystem · At a Glance
Component
Methodology
Application
Vertical
Geography
Slide 02 · Demand-Side Analysis
Growth Drivers & Demand Catalysts Adoption is consolidating around five structurally reinforcing forces — automation demand, software-defined convergence, 5G rollout, AI workload uptake, and edge expansion.
Driver 01
Driver 02
Driver 03
Automation & programmability
SDN & SDDC convergence
5G network rollout
Connected-device density makes static, hand-configured networks uneconomic at scale.
Software-defined principles abstract resources into pools that can be centrally orchestrated.
Driver 04
Driver 05
AI & cloud-native workloads
Edge & distributed computing
AI traffic is reshaping east-west flows; fabric must re-allocate bandwidth and policy in real time.
Workloads moving closer to data origin demand programmable fabrics at every site.
Driver Intensity Index
Pull on composable-network demand
5G rollout AI workloads
SDN / SDDC Edge computing
Restraint
Data-sharing between disaggregated components raises privacy and security exposure — the most cited brake on adoption.
Sources: Next Move Strategy Consulting framework; GSMA 5G coverage outlook; APAC telecom-operator 5G capex disclosure.
Copyright © Next Move Strategy Consulting · Composable Network Market · 2026
Forward Catalyst
AI techniques — reinforcement learning and evolutionary algorithms — automating composition itself.
Slide 03 · Where the Growth Sits
Regional Opportunities & Demand Segments
I. Regional Heatmap
Where adoption is consolidating
Region · Dominant
≈ 39%
North America
Region · Fastest-growing
Asia-Pacific
OF REGIONAL MIX
Cloud-first enterprise architectures, mature IT spend, and federal AI funding — US earmarks USD 29 B for AI R&D 2022–2026 and the Pentagon allocated USD 874 M to AI / ML in 2022 (+50% YoY) — sustain leadership.
Europe
Rest of World
Strategic Anchor
Steady, regulated uptake
LatAm · MEA emerging pockets
IT & Telecom lead, Healthcare accelerates
UK · Germany · France · Nordics · Italy · Spain — broad-mix enterprise & telecom demand.
LatAm data-center buildout, Middle East sovereign-cloud, and African mobile expansion drive incremental demand.
US healthcare spend hit USD 4.5 T in 2022 (17.3% of GDP) — clinical data pipelines need composable fabric.
II. Demand Segments
Where the revenue pools are forming Application · Anchor
Application · Builder
Application · Tailwind
Data Centers
Cloud
Edge Computing
Workload-driven elasticity feeds the case for pooling and re-allocating network resources on demand.
Distributed sites require lightweight, programmable fabrics — the fastest- emerging application workload.
Regional mix benchmark cited from adjacent composable-infrastructure studies; APAC figures from NextMSC framework; US healthcare from CMS 2022 release. Copyright © Next Move Strategy Consulting · Composable Network Market · 2026
Slide 04 · Players & Positioning
Competitive Landscape Ten profiled vendors cluster differently — incumbents, specialists, and storage-and-platform players are converging on the same programmable-fabric opportunity.
A. Strategic Positioning Matrix
B. Profiled Companies
Niche specialists
Dominant orchestrators
Liqid · TidalScale · DriveScale
Dell EMC · HPE · Lenovo
Dell EMC
Nutanix
Dell Technologies
Software-led platform
Flagship converged infrastructure
Hyperconverged + DaaS exposure
Juniper Networks
HPE
Networking incumbent
Hewlett Packard Enterprise
Routing + Mist AI fabric
Synergy + GreenLake
Lenovo
NetApp
Hardware breadth
Data infrastructure
ThinkSystem + TruScale
Hybrid-cloud portfolio
Western Digital
Liqid
Sp eci ali zat ion de pth ↑
Storage & platform
Software-led
Storage media
Specialist · composable memory
NetApp · Western Digital
Nutanix · Juniper Networks
Composable data platforms
DRAM + SCM pooling
TidalScale
DriveScale
Specialist · composable compute
Specialist · bare-metal fabric
In-memory big-compute pools
Composable server + storage
Breadth of portfolio →
C. Active Strategic Posture
M&A · Alliances · Product Expansion
Jun 2023
Mar 2022
Oct 2021
Dizzion × Nutanix
Liqid × MemVerge × Intel
NetApp
Company roster from NextMSC framework. Move descriptions paraphrased from publicly disclosed deal announcements — verify individual filings before decision use.
Copyright © Next Move Strategy Consulting · Composable Network Market · 2026
Slide 05 · Forward View
Strategic Outlook & Investment Lens I. Forward Catalysts
01
02
03
AI-native fabric composition
Edge-first deployment
Working-capital efficiency Pay-as-you-compose trims stranded capacity. Operators shift capex toward outcome-based commercial models.
II. Risk & Constraint Register
Data-sharing & privacy exposure
III. Where Investors Should Lean In
Three conviction calls Conviction 01
Software-defined orchestration layer vendors will capture most incremental margin. Conviction 02
Skill & integration debt
APAC-led 5G capex tilts the geographic mix toward operators that buy turnkey fabric. Conviction 03
Incumbents with portfolio breadth will widen the moat vs. specialists over the next 24 months.
Slide 06 · Connect
Thank You. Let's have a deeper conversation about how composable networking fits your portfolio, roadmap, or next investment.
Deep Dive
Get the complete report — segmentation, vendor share, regional splits, and forecasts.
Click here →
Reach the Team
Direct lines to Next Move
Official Website
Call the Team
nextmsc.com
+1 857 758 5017
info@nextmsc.com
Browse the full report catalog,
Direct line during business hours,
Sample request · custom scope ·
methodology, and analyst coverage.
US Eastern Time.
methodology questions.
Follow Us
Stay close to the market gen-dedup-398a958ed418241a0386ef6adac097b3.png
in
f
YouTube
Twitter / X
Visit →
Visit →
Visit →
Visit →
Visit →
𝕏
We tailor custom scope, country cuts, and competitor deep-dives on request. Customization equivalent to 80 analyst hours is included with most published reports.
Copyright © Next Move Strategy Consulting · Composable Network Market · 2026
◯