Dell’Oro reports Private Wireless RAN grew 16% in 2025, slowing from 2024, as enterprise adoption lags expectations despite strong long-term growth outlook. Learn more:
Telecom capex stabilized in 2025, but cautious operator spending and rising cloud influence signal a shift toward efficiency-driven investment and slower long-term growth. Learn more:
Dell’Oro Group reports the DCPI market reached $10.9B in 4Q 2025, growing 20% YoY as AI clusters drive strong demand for power and cooling infrastructure.
Dell’Oro Group reports data center capex surged 57 percent in 2025 as hyperscalers accelerated AI deployments, putting the market on track to exceed $1 trillion in 2026.
Campus switch revenue grew in 4Q 2025 despite lower ASPs, while AI-driven supply constraints and IoT expansion reshape enterprise switching demand heading into 2026.
