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Preliminary findings reveal that market conditions for radio access network (RAN) equipment continued to stabilize in the quarter, according to a new report from…
The Optical Transport equipment market grew 14 percent year-over-year in 2Q 2025, according to a new report from Dell’Oro Group. This high growth rate…
The worldwide Data Center Physical Infrastructure (DCPI) market is projected to grow at a 15 percent CAGR from 2024 to 2029, reaching $63.1 billion by 2029…
The global Data Center Accelerator market is projected to reach $446 billion by 2029, according to a new report from Dell’Oro Group. Accelerators now account for…
Worldwide data center capex is projected to grow at 21 percent CAGR. We anticipate the hyperscale cloud service providers to account for half of…
The Broadband Access Equipment market is forecasted to grow at an average annual rate of 1.6 percent from 2024 to 2029, with total revenue…
The global 5G Mobile Core Network (MCN) market is projected to grow at a 6 percent compound annual growth rate (CAGR) 2024-2029, according to…
Worldwide Radio Access Network (RAN) revenues, excluding services, are projected to stay flat and reach $160 B in cumulative revenue over the 2025-2029 forecast…
The Optical Transport market is forecast to return to growth in 2025 after declining 9 percent in 2024, according to a new report from…
The explosive scale in AI back-end networks is driving the need for additional capacity in data center switch front-end networks for data ingest, according…
AI RAN is projected to account for approximately a third of the RAN market by 2029, according to a new report from Dell’Oro Group.…
The Data Center Physical Infrastructure (DCPI) market grew 17 percent year-over-year (Y/Y) in 1Q 2025, according to a recently published report from Dell’Oro Group. This…
The on-going AI expansion cycle drove the server and storage component market to 62 percent year-over-year growth in 1Q 2025, according to a new…
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