After a 20% contraction, the RAN market stabilized in 2025, but growth remains muted with flat expectations for 2026 and rising vendor concentration. Learn more:
In 2025, 5G Mobile Core growth accelerated sharply, reaching 50% market share as Huawei, Ericsson, Nokia, and ZTE posted strong gains. Learn more:
Dell’Oro Group forecasts 25% CAGR for the Data Center Accelerator market, as AI adoption accelerates demand for GPUs, custom accelerators, and system-level efficiency. Learn more:
Dell’Oro Group forecasts global data center capex will reach $1.7 Trillion by 2030, fueled by hyperscalers, AI model builders, and sovereign AI infrastructure expansion.
Dell’Oro Group forecasts the DCPI market to surpass $80B by 2030, as AI-driven growth accelerates and power constraints reshape data center design.
