$160 B in RAN Before 6G, According to Dell’Oro Group
|Cloud Providers to Drive Optical Transport Market to $19 Billion in 2029, According to Dell’Oro Group
|“We are anticipating that the time has come to interconnect all those new AI data centers being built,” said Jimmy Yu, Vice President at Dell’Oro Group. “We are forecasting data center interconnect to grow at twice the rate of the overall market, driven by increased spending from cloud providers.
Data Center Switch Front-End Networks Expand Rapidly to Keep Pace with AI Back-End Scale, According to Dell’Oro Group
|“AI back-end deployments are, however, breathing new life into this market. What’s often overlooked is that within front-end networks, there’s now a growing need for a new segment of connectivity… This additional capacity will require high-speed connectivity and command a price premium,” said Sameh Boujelbene, Vice President at Dell’Oro Group.
Ethernet is Winning the War Against InfiniBand in AI Back-End Networks, According to Dell’Oro Group
|“When we first initiated our coverage of AI Back-end Networks in late 2023, the market was dominated by InfiniBand, holding over 80 percent share,” said Sameh Boujelbene, Vice President at Dell’Oro Group. “Despite its dominance, we have consistently predicted that Ethernet would ultimately prevail at scale. What is notable…
AI RAN to Top $10 Billion by 2029, According to Dell’Oro Group
|“Near-term priorities are more about efficiency gains than new revenue streams,” said Stefan Pongratz, Vice President at Dell’Oro Group. “There is strong consensus that AI RAN can improve the user experience, enhance performance, reduce power consumption, and play a critical role in the broader automation journey…
