Dell’Oro: Worldwide RAN to Grow a 1% CAGR over Next 5 Years
After steep declines in 2023 and 2024 following the 5G peak, RAN market conditions are now stabilizing. In the absence of any major growth catalysts, the appetite for RAN is...
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Crehan: Scale-Up to Push Data Center Ethernet Switch Market Past $250B
In its latest Data Center Switch Long-Range Forecast Report, Crehan Research predicts that a steep ramp of Ethernet switch deployments for scale-up in AI rack-systems, when added to the existing scale-out...
Dell’Oro: Data Center Capex Up 59% in 3Q25
Worldwide data center capital expenditures increased 59 percent year-over-year, marking the eighth consecutive quarter of double-digit growth as the AI investment cycle continues to broaden beyond early, training-focused deployments, according...
Dell’Oro: AI Accelerators Power Data Center Components to 40% Growth in 3Q
Global data center server and storage component revenue increased 40 percent year-over-year in 3Q 2025, driven primarily by strength in AI accelerators, which also lifted demand for complementary components including...
Dell’Oro: IPoDWDM Systems Market Forecast to Reach $4.4 Billion by 2030
IP-over-DWDM systems demand is expected to grow at an average annual rate of 16 percent, reaching $4.4 billion by 2030, according to a new report from Dell'Oro Group. Shipments of...
Dell’Oro: SASE Surges as Access Router Revenue Falls 25% in 3Q2025
The global Secure Access Service Edge (SASE) market grew 21 percent year-over-year (Y/Y) in 3Q 2025 to nearly $3 B, even as spending on legacy Access Routers contracted a sharp...
Dell’Oro: North America Leads with 26% Y/Y Growth
The worldwide Data Center Physical Infrastructure (DCPI) market grew 18 percent year-over-year in 3Q 2025 in manufacturer revenue. Momentum remained broad-based, supported by strong AI infrastructure buildouts and the steady...
Dell’Oro: AI Back-End Networks Continue Shift to Ethernet
Ethernet accounted for more than two-thirds of data center switch sales in AI back-end networks both during the quarter and across the first three quarters of the year—up from less...
Dell’Oro: Optical Transport Systems Market Up 15% YoY
The Optical Transport Systems market increased by 15% year-over-year (Y/Y) in 3Q2025, driven by robust demand across all major customer groups and technology segments, according to Dell'Oro Group's recently published...
Dell’Oro: RAN Mostly Stable in 3Q 2025
Preliminary findings reveal that market conditions continued to stabilize in the third quarter, according to a new report from Dell'Oro Group. Following two years of steep declines, initial estimates show...
Dell’Oro: 6G Capex Ramp to Begin Around 2030
Dell’Oro Group forecasts that the global Radio Access Network (RAN) market will remain largely flat over the next decade, with 6G capital spending ramping up around 2030. The firm’s latest 6G...
Dell’Oro: AIOps Features Drive Cloud-Managed Revenue Higher
Campus NaaS (CNaaS) revenue growth far outpaced the rest of the LAN market, according to a new report from Dell'Oro Group. Join Digital, Meter, Nile, Ramen and Shasta Cloud all...
Dell’Oro: Record Sales for Front-end Data Center Networks
Data Center Switch sales in front-end networks grew by strong double digits in 2Q 2025, reaching a record high, according to a new report from Dell'Oro Group. Arista, Cisco, Huawei,...
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