OCP 2026: Optics Takes Center Stage in Enabling the Next Wave of AI Networking and High-Speed Switching
Dell’Oro’s Sameh Boujelbene highlights six key OCP 2026 developments, from co-packaged optics and 1.6T connectivity to Ethernet scale-up and hyperscaler-driven AI networking innovation.
Inside OCP Global Summit 2026: Cold Plates, 800 Vdc Sidecars, and a Buildout at Full Steam
Dell’Oro Group’s Alex Cordovil highlights key OCP 2026 developments in liquid cooling, cold plates, 800 Vdc power architectures, solid-state transformers, and data center grid integration.
The NaaS Paradox: Simpler Enterprise Networks Require a More Connected Industry
Dell’Oro Group’s Mauricio Sanchez shares four observations from Mplify’s Member Summit, exploring NaaS convergence, competing delivery models, service provider federation, and the importance of standardization.
How will Musk impact the RAN market?
In this blog, Stefan Pongratz explores how Starlink’s satellite and terrestrial ambitions could reshape the RAN market, while examining why mobile connectivity’s future will likely remain hybrid. Learn more:
Cloud Providers Drive Telecom Equipment Growth in 1H26
Worldwide telecom equipment revenue rose 5% in 1H26, with cloud providers driving 55% of growth amid expanding AI and data center investments.
AI-induced Memory Shortage Rocks Campus Network Market
Dell’Oro Group Senior Director Siân Morgan examines how AI-driven memory shortages are raising WLAN and Campus Switch costs and reshaping enterprise network economics through 2028. Learn more:
The Growing Memory Tax on AI Infrastructure
In his latest blog, Baron Fung examines how DRAM inflation and rising HBM complexity are reshaping server economics and making memory efficiency critical to AI infrastructure growth through 2030.
Agentic Security Could Strengthen Platforms—If They Remain Open
Following Microsoft’s latest security launch, Mauricio Sanchez examines how Agentic AI is reshaping security platforms, automation, and enterprise interoperability requirements. Read the full blog:
Nokia AI RAN – Confidence is growing
Nokia’s AI-RAN roadmap remains unchanged, but clearer migration messaging and growing merchant silicon confidence support its RAN turnaround and consistent with Dell’Oro’s AI RAN market outlook.
Six RAN Takeaways from Ericsson’s Mobility Report
Stefan Pongratz examines six Ericsson Mobility Report takeaways shaping Dell’Oro Group’s RAN forecast, highlighting how traffic growth, smartphones, FWA, and enterprise demand outweigh AI hype.
