Dell’Oro: Merchant GPUs and Custom Accelerators to Hit $446B by ’29
The global Data Center Accelerator market is projected to reach $446 billion by 2029, according to a new report from Dell'Oro Group. ...
In Focus: Dell’Oro
Dell’Oro: Data Center Capex to Grow at 21% CAGR through 2029
Worldwide data center capex is projected to grow at 21 percent CAGR. We anticipate the hyperscale cloud service providers to ...
Dell’Oro: 5G SA Adoption Accelerates
The global 5G Mobile Core Network (MCN) market is projected to grow at a 6 percent compound annual growth rate ...
Dell’Oro: Global RAN Market to Remain Flat Through 2029
Worldwide Radio Access Network (RAN) revenues, excluding services, are projected to stay flat and reach $160 B in cumulative revenue ...
Dell’Oro: Optical Transport Market Forecast
The Optical Transport market is forecast to return to growth in 2025 after declining 9 percent in 2024, according to ...
Dell’Oro: Data Center Switch Front-End Networks Expand Rapidly
The explosive scale in AI back-end networks is driving the need for additional capacity in data center switch front-end networks ...
Dell’Oro: Data Center Physical Infrastructure Market Surges
The Data Center Physical Infrastructure (DCPI) market grew 17 percent year-over-year (Y/Y) in 1Q 2025, according to a recently published report ...
Dell’Oro: Surging Demand for AI Infrastructure
The on-going AI expansion cycle drove the server and storage component market to 62 percent year-over-year growth in 1Q 2025, ...
Dell’Oro: High-End Router Market Rebounds with 10% Growth
The global High-End Router market returned to year-over-year growth in Q1 2025, ending a prolonged downturn that began in Q3 ...
Dell’Oro: Mobile Core Network Market Skyrockets in 1Q25
The Mobile Core Network (MCN) market skyrocketed to 32 percent year-over-year (Y/Y) growth in 1Q 2025, according to a new ...
Dell’Oro: Private Wireless Stronger Than Expected
Private Wireless Radio Access Network (RAN) revenues ended 2024 stronger than expected, growing more than 40 percent, according to a ...
Dell’Oro: Global Data Center CAPEX Surges
Global data center capex surged 51 percent to $455 billion in 2024, according to a new report from Dell'Oro Group. ...
Dell’Oro: 5G Fixed Wireless CPE Unit Shipments Jump 24% in 2024
Total global revenue for the Broadband Access equipment market increased to $4.8 B in 4Q 2024, up 3 percent Q/Q and 5 ...
A private dossier for networking and telecoms