Private Wireless RAN growth slowed in 1H26, but wide-area networks are gaining momentum, supporting Dell’Oro Group’s projected 10–13% CAGR over the next five years.
Worldwide data center physical infrastructure revenue reached $14 billion in 2Q 2026, driven by AI demand, while permitting delays emerged as a key constraint.
Telecom capex rose 5% in 1H26, outperforming expectations, but the longer-term outlook remains measured as operators prioritize capacity, modernization, automation, and efficiency.
Dell’Oro Group appoints Frank Yang to lead Data Center Optical Connectivity research, covering optical interconnects, Ethernet adapters, Smart NICs, and AI-driven infrastructure evolution.
Data center capex growth accelerated in 2Q 2026, fueled by AI infrastructure investment, rising server prices, and expanding neocloud and AI model builder spending.
