Dell’Oro: AI Investments to Lift Hyperscale Cloud Capex
Accelerated computing is set to drive a 17% growth in hyperscale cloud capex by 2024, with AI infrastructure investments on ...
Tag: Dell’Oro
Dell’Oro: Network Security SaaS and Virtual Solutions Soar
The network security market in 2023 experienced a significant shift, with SaaS and virtual solutions surging by 26% and reaching ...
Dell’Oro: Optical Transport Market Declined 6% in 4Q 2023
According to a report from Dell'Oro Group, the Optical Transport market experienced a 6% decline in Q4 2023 due to ...
Dell’Oro: XGS-PON to fuel new spending cycle beginning in 2025
According to a report by Dell'Oro Group, sales of Broadband Access Equipment are expected to decline in 2023 but rebound ...
Dell’Oro: Data center physical infrastructure market to hit $46B in 2028
The Data Center Physical Infrastructure (DCPI) market is projected to reach over $46 billion by 2028, driven by the increasing ...
Dell’Oro: Campus switch sales to surpass $100 billion
According to a report from Dell'Oro Group, over $100 B will be spent on campus switches in the next 5 ...
Dell’Oro: AI Infrastructure Focus is Delaying Front-End Network Deployments
According to a report by Dell'Oro Group, AI infrastructure build-outs are causing budget cuts and project delays in front-end networks. ...
Dell’Oro: Data Center Spending to hit 18% CAGR over next 5 Years
According to a report by Dell'Oro Group, worldwide data center capex is expected to grow at a CAGR of 18% ...
Dell’Oro: RAN market in downward trajectory
According to a new report, the Radio Access Network (RAN) market is on a downward trajectory, with revenues expected to ...
Dell’Oro: Next Gen Coherent DSPs to Drive Optical DWDM Market
Optical DWDM equipment is forecast to reach $18 billion in market revenue by 2028, according to a new report from ...
Dell’Oro: InfiniBand vs. Ethernet—the Race is On!
According to a report by Dell'Oro Group, spending on switches in AI back-end networks is set to boost the Data ...
Dell’Oro: The Party Is Still On for the Campus Switch Market
Worldwide sales of Campus Switches in 3Q 2023 surged by 24 percent year-over-year (Y/Y), marking the fifth consecutive quarter of ...
Dell’Oro: Global Broadband Access Equipment Spend Plummets
According to a report from Dell'Oro Group, global revenue for the Broadband Access equipment market decreased in 3Q 2023 due ...
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