Dell’Oro Group reports Optical Transport revenue rose 15% year-over-year, fueled by DCI growth, cloud provider demand, and North American AI infrastructure investment in 2Q 2026. Learn more:
EMEA 5G Mobile Core revenue grew over 30 percent in 2Q 2026, driven by European 5G Standalone launches, while rising server costs pressured investment decisions. Learn more:
Worldwide data center physical infrastructure revenue will grow at a 22 percent CAGR through 2030, as AI capacity expansion shifts risk from demand to delivery. Learn more:
Worldwide RAN revenue increased modestly in 2Q 2026, extending growth to three consecutive quarters while the full-year outlook remains broadly flat despite stronger results. Learn more:
Dell’Oro Group forecasts worldwide data center capex will exceed $3 trillion by 2030, as AI accelerators remain the market’s primary growth driver through 2030. Learn more:
