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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…
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…
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…
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…
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…
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…
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,…
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…
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…
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,…
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…
DOCSIS Infrastructure and CPE Spending at Its Lowest Level Since 2009 Total global revenue for the Broadband Access equipment market increased to $4.7 B in 2Q…
InfiniBand switch sales in AI back-end networks surged in 2Q 2025, according to a new report from Dell’Oro Group. Nevertheless, Ethernet maintains the lead,…
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