Virtual Broadband Network Gateway Market to Grow with 31 Percent CAGR Over the Next Five Years, According to Dell’Oro Group
|“Broadband service providers continue to move away from hardware-based BNGs toward more virtualized, cloud-native architectures so they can scale their services faster, add edge compute functions, and enable network and service convergence more quickly,” said Jeff Heynen, Vice President with Dell’Oro Group.
1Q 2025 Ethernet Campus Switch Sales Surge in North America, According to Dell’Oro Group
|“As we predicted, the Ethernet Campus Switch market has now emerged from the digestion phase and returned to a demand-based dynamic,” said Siân Morgan, Research Director at Dell’Oro Group. “Despite an uncertain macroeconomic context, Campus Switch revenues in North America grew 12 percent, with most vendors seeing a small amount of orders pulled forward by enterprises aiming to avoid tariff-related price increases.”
Hyperscale Blackwell and Custom Accelerator Rollouts Drive 53 Percent Capex Growth in 1Q 2025, According to Dell’Oro Group
|“AI infrastructure continues to drive hyperscale capex, with strong demand for NVIDIA Blackwell-based servers and custom accelerators. “The Top 4 US cloud service providers continue to raise capex levels as part of a multi-year investment cycle. Tariff-related uncertainties are not expected to materially alter hyperscaler spending plans given their diversified global supply chains.” said Baron Fung, Sr. Research Director at Dell’Oro Group.
AI Boom Propels Server and Storage Components to 62 Percent Growth in 1Q 2025, According to Dell’Oro Group
|Broadband Access Equipment Revenue Declines 8 Percent Due to Soft China Market While EMEA Shines, According to Dell’Oro Group
|“Despite a high level of uncertainty about the global macroeconomic environment, broadband service providers in North America and EMEA continue to move forward with their fiber expansion plans, as evidenced by solid purchases of new OLT ports in both regions this quarter,” said Jeff Heynen, Vice President with Dell’Oro Group.
