Dell’Oro: AI Data Centers Drive Ethernet Adapter and Smart NIC Market
A new report from Dell'Oro Group projects the Ethernet Adapter and Smart NIC market to exceed $16 billion by 2028. ...
In Focus: Dell’Oro
Dell’Oro: Broadband Equipment Spending Expected to Grow
Broadband Access Equipment market is forecasted to grow 2 percent on average for the next five years (2024-2028) due in ...
Dell’Oro: Network Security Market to Hit $40B by 2028
The worldwide network security market, including firewall, SSE, traditional SWG appliance, WAF, and ADC segments, is expected to grow to ...
Dell’Oro: Optical Transport Equipment Market to Grow at 2 Percent CAGR
Due to customers pausing purchases as they digest excess inventory, the Optical Transport market is forecasted to grow 2 percent ...
Dell’Oro: AI buildouts expanding data center switch market by 50%
Spending on switches deployed in AI back-end networks is forecast to expand the Data Center Switch Market by 50 percent, ...
Dell’Oro: Insatiable Demand for GPUs and Accelerators
The server and storage component market grew 152 percent in 1Q 2024, reaching a new record, according to a new ...
Dell’Oro: Cable Outside Plant Equipment revenues rise 15% yoy
Total Cable Outside Plant Equipment revenues are expected to increase to $972 M in 2024, up 15 percent year-over-year (Y/Y), ...
Dell’Oro: Accelerated Servers accounted for over 50% of server sales
Accelerated servers equipped with GPUs and custom accelerators accounted for more than half of all server sales in 1Q 2024, ...
Dell’Oro: Data center physical infrastructure market slows in Q1
Data Center Physical Infrastructure (DCPI) revenue growth slowed to a mid-single-digit rate in 1Q 2024, as design shifts to support ...
Dell’Oro: Broadband Equipment Spending Reaches Two-Year Low
In 1Q 2024, global revenue for Broadband Access equipment declined to $4.1B, with North American providers reducing spending by 25%. ...
Dell’Oro: Optical transport equipment market to decline in 2024
The Optical Transport equipment market is predicted to decline in 2024, impacted by excess inventory and cautious communication service providers. ...
Dell’Oro: Mobile Core Network market under stress
The Mobile Core Network (MCN) market saw a 10% drop in 1Q 2024, with 5G MCN growth decelerating. Find out ...
Dell’Oro: RAN Market Still a Disaster
The Radio Access Network (RAN) market is facing challenges, with a steep decline in 1Q 2024 according to Dell’Oro Group's ...
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