Dell’Oro: XGS-PON to fuel new spending cycle beginning in 2025
According to a report by Dell'Oro Group, sales of Broadband Access Equipment are expected to decline in 2023 but rebound in the second half of 2024. The market will be...
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Analysis from top research firms
Dell’Oro: Data center physical infrastructure market to hit $46B in 2028
The Data Center Physical Infrastructure (DCPI) market is projected to reach over $46 billion by 2028, driven by the increasing demand for accelerated computing to support AI and ML workloads....
Dell’Oro: Campus switch sales to surpass $100 billion
According to a report from Dell'Oro Group, over $100 B will be spent on campus switches in the next 5 years. However, a decline is expected in 2024 due to...
Dell’Oro: Smart NIC Market to Exceed $5B by 2028
According to a report by Dell'Oro Group, the Smart NIC market is projected to surpass $5 billion by 2028, driven by accelerated computing and demand for higher server connectivity speeds....
Dell’Oro: AI Infrastructure Focus is Delaying Front-End Network Deployments
According to a report by Dell'Oro Group, AI infrastructure build-outs are causing budget cuts and project delays in front-end networks. However, 800 Gbps port shipments are predicted to quadruple in...
Dell’Oro: Data Center Spending to hit 18% CAGR over next 5 Years
According to a report by Dell'Oro Group, worldwide data center capex is expected to grow at a CAGR of 18% as investments shift towards AI. The report predicts that accelerated...
Crehan: Rapid growth ahead for 800GbE
According to the most recent Data Center Switch Long-Range Forecast Report from Crehan Research, 800 gigabit Ethernet (GbE) switches will see rapid customer adoption and will surpass 20 million ports...
Dell’Oro: RAN market in downward trajectory
According to a new report, the Radio Access Network (RAN) market is on a downward trajectory, with revenues expected to decline sharply in 2023. The report also highlights the expected...
Dell’Oro: InfiniBand vs. Ethernet—the Race is On!
According to a report by Dell'Oro Group, spending on switches in AI back-end networks is set to boost the Data Center Switch Market by 50%. The competition between InfiniBand and...
IDC: Telco cloud infrastructure software market forecast
International Data Corporation (IDC) forecasts worldwide revenue for telco cloud infrastructure software, including virtual network functions (VNFs), cloud-native network functions (CNFs), and network functions virtualization infrastructure (NFVI), across four market...
Dell’Oro: AI boosts the server semiconductor and component market
According to a report by Dell'Oro Group, accelerators are driving significant growth in the server semiconductor and component market, with revenues expected to surpass CPUs in 2023. The report also...
Dell’Oro: Amazon, Meta, and Enterprise Spend to Drive Data Center CAPEX in 2024
Worldwide data center CAPEX is forecast to rebound to 11 percent growth in 2024 as select hyperscale cloud service providers return to an expansion cycle and the spending freeze in...
Dell’Oro: The Party Is Still On for the Campus Switch Market
Worldwide sales of Campus Switches in 3Q 2023 surged by 24 percent year-over-year (Y/Y), marking the fifth consecutive quarter of over 20 percent growth in this market and reaching record...
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