Worldwide RAN revenue rose modestly in 1Q 2026, but Dell’Oro Group says market fundamentals remain constrained by slower mobile broadband growth. Learn more
Dell’Oro Group forecasts AI Systems Security market reaching nearly $8B by 2030, driven by production AI adoption, runtime controls, and expanding enterprise AI system spending.
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.
