Dell’Oro: Optical Transport Market to Surge 16% in 2026 on AI Data Center Demand
The Optical Transport equipment market is forecast to grow 16 percent in 2026, surpassing $18 billion in manufacturer revenue for ...
Tag: Dell’Oro
Dell’Oro: Optical Transport Market Grew to $16 Billion in 2025
The Optical Transport equipment market expanded 10 percent in 2025, fueled by a sharp rebound in data center interconnect (DCI) ...
Dell’Oro: Data Center Physical Infrastructure Market to Top $80B by 2030
The global Data Center Physical Infrastructure (DCPI) market is on track to surpass $80 billion by 2030, growing at a ...
Dell’Oro: AI Back-End Switch Market Set to Exceed $100 Billion by 2030
Spending on data center switches deployed in AI back-end networks will surpass $100 billion by 2030, driven by rapid expansion ...
Dell’Oro: Higher Campus Switch Prices Driven by Component Demand
The Campus Ethernet Switch market rebounded in 2025, but did not grow enough to compensate for the 19 percent contraction ...
Dell’Oro: High End Router Market to Surpass $15B by 2030
Demand for High End Routers dramatically improved in 2025 following an 18 percent market correction in 2024 that was caused ...
Dell’Oro: Broadband Access Equipment Forecast
The Broadband Access Equipment market is forecasted to grow at an average annual rate of 0.3 percent from 2025 to ...
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 ...
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 ...
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 ...
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, ...
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 ...
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 ...
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