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:
AI-related opportunities will drive more than half of front-end data center switch growth as inference and agentic workloads reshape networking requirements across deployments. Learn more:
AI accelerators, power expansion, and custom silicon will propel the Data Center IT Semiconductors and Components market toward $1.8 trillion by 2030, Dell’Oro Group projects. Learn more:
Dell’Oro Group finds Open Fronthaul advancing as the preferred interface, while Cloud RAN and multi-vendor RAN follow increasingly divergent adoption paths. Learn more:
