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Tag: Dell'Oro Group

AI Infrastructure Buildouts and Memory Cost Inflation Drove Data Center Capex Higher in 1Q 2026, According to Dell’Oro Group

2H26 Spending to Accelerate with NVIDIA Rubin RampREDWOOD CITY, Calif., June 10, 2026 /PRNewswire/ -- According to a recently published report by Dell'Oro Group,...

1Q 2026 Campus Switch Shipments Grow Double Digits as Prices Rise Due to Component Shortages, According to Dell’Oro Group

AI Security Threat Reinforces Cisco's Refresh StrategyREDWOOD CITY, Calif., June 9, 2026 /PRNewswire/ -- According to a recently published report from Dell'Oro Group, the trusted...

WLAN Market Continues Double-Digit Growth in 1Q 2026 Despite Memory Shortage, According to Dell’Oro Group

Rapid Expansion of Wi-Fi 7 Leaves Adoption HeadroomREDWOOD CITY, Calif., June 4, 2026 /PRNewswire/ -- According to a recently published report from Dell'Oro Group, the...

Ethernet Extends Lead in AI Scale-Out Networks Despite Strong InfiniBand Rebound, According to Dell’Oro Group

Celestica Tops Ethernet Switch Sales in AI Clusters During the QuarterREDWOOD CITY, Calif., June 2, 2026 /PRNewswire/ -- According to a recently published report...

Merchant GPUs and Custom Accelerators to Reach $446 Billion by 2029, According to Dell’Oro Group

HBM Market to Exceed $130 billion by 2029 REDWOOD CITY, Calif., Aug. 12, 2025 /PRNewswire/ -- According to a newly published forecast report by Dell'Oro...

Wi-Fi 7 to Drive Double-Digit Enterprise WLAN Growth in 2025, According to Dell’Oro Group

2028 Adoption of Wi-Fi 7 Will Eclipse Wi-Fi 6 Peak REDWOOD CITY, Calif., Aug. 7, 2025 /PRNewswire/ -- According to a recently published report from Dell'Oro...

Data Center Capex to Grow at 21 Percent CAGR Through 2029, According to Dell’Oro Group

Hyperscalers to Account for Half the $1.2 Trillion Global Data Center Capex by 2029 REDWOOD CITY, Calif., Aug. 6, 2025 /PRNewswire/ -- According to a...

Wi-Fi 7 and AIOps Features will Lift Campus Switch Sales to Over $20B in 2025, According to Dell’Oro Group

Campus Switch Spending Expected to Grow as Enterprises Prepare for AI  REDWOOD CITY, Calif., Aug. 5, 2025 /PRNewswire/ -- According to a recently published report...

Software and SaaS-Based Network Security Revenue to Nearly Double by 2029 to $22 Billion, According to Dell’Oro Group

Enterprises Continue Steady March to Agile and Scalable Software-Centric, Cloud-Delivered Defenses REDWOOD CITY, Calif., Aug. 5, 2025 /PRNewswire/ -- According to a recently published report...

Router and Aggregation Switch Market Forecast to Grow at 4 Percent CAGR, According to Dell’Oro Group

High End Router Forecast Slightly Raised REDWOOD CITY, Calif., July 29, 2025 /PRNewswire/ -- According to a recently published report by Dell'Oro Group, the trusted...

5G SA Adoption Accelerates 5G MCN Market Growth to 6 Percent CAGR; AI Set to Drive Next Wave, According to Dell’Oro Group

17 Percent MEC CAGR Driven by Network APIs, Network Slicing, and RedCap REDWOOD CITY, Calif., July 24, 2025 /PRNewswire/ -- According to a recently published report...

$160 B in RAN Before 6G, According to Dell’Oro Group

Basecase is for RAN to Stay Flat REDWOOD CITY, Calif., July 23, 2025 /PRNewswire/ -- According to a newly published forecast report by Dell'Oro Group,...

Ethernet is Winning the War Against InfiniBand in AI Back-End Networks, According to Dell’Oro Group

$80 B in Ethernet Switch Spending Up for Grabs Over Next Five Years REDWOOD CITY, Calif. , July 15, 2025 /PRNewswire/ -- According to the recently...

AI RAN to Top $10 Billion by 2029, According to Dell’Oro Group

D-RAN, Single-Purpose, and 5G to Shape AI RAN Market REDWOOD CITY, Calif., July 10, 2025 /PRNewswire/ -- According to a brand-new AI RAN Advanced Research...

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