Research

Ethernet data center switches deployed in non-accelerated infrastructure, or “Front-End Networks” are forecast to generate more than $100B in sales over the next five years, according to a new report...

Spending on switches deployed in AI back-end networks is forecast to expand the Data Center Switch Market by 50 percent, according to a new report from Dell'Oro Group. Current data...

CoreSite has published its 2024 State of the Data Center Report, which explores the latest trends, strategies, and requirements in data centers and cloud computing. Now in its fifth year,...

Global sales of semiconductor manufacturing equipment by original equipment manufacturers (OEMs) are forecasted to reach an unprecedented $109 billion in 2024, marking a 3.4% year-on-year growth, according to SEMI’s Mid-Year...

In the first quarter of 2024, the global adoption of 5G connections continued its steady climb, reaching nearly two billion with an addition of 185 million new connections, according to...

The server and storage component market grew 152 percent in 1Q 2024, reaching a new record, according to a new report from Dell'Oro Group. This rapid growth is primarily the...

As the supply-constraint-driven enterprise server and storage inventory levels have started to normalize, the demand for Fibre Channel Host Bus Adapters (HBAs) – which provide the mission-critical networking for these...

Accelerated servers equipped with GPUs and custom accelerators accounted for more than half of all server sales in 1Q 2024, according to a new report from Dell'Oro Group. Not only...

Data Center Physical Infrastructure (DCPI) revenue growth slowed to a mid-single-digit rate in 1Q 2024, as design shifts to support accelerated computing infrastructure and AI workloads need more time to...

The Secure Access Service Edge (SASE) market experienced a remarkable 23 percent revenue growth in 1Q 2024, marking its seventeenth consecutive quarter of over 20 percent growth, according to a...

Global public cloud services market revenue reached $669.2 billion in 2023, driven by AI investment. SaaS led, with PaaS seeing rapid growth. Leading vendors include Microsoft, AWS, Salesforce, Google, and...

In 1Q 2024, global revenue for Broadband Access equipment declined to $4.1B, with North American providers reducing spending by 25%. Learn more here.

Despite a decline in the Optical and Routing Transport equipment market, cloud operators are leading the way in spending, with traditional providers not expected to recover until 2025.