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.
Cisco leads Indoor AP Wi-Fi 7 revenue share, narrowly ahead of Huawei, as adoption accelerates. Dell’Oro forecasts strong WLAN growth in 2026 despite potential DDR4 supply constraints.
AI infrastructure expansion is driving strong demand across data center components, with accelerators, HBM memory, and server systems expected to fuel significant growth in 2026.
Dell’Oro reported that Broadband Access revenue reached $4.8B in 4Q 2025 as FTTH growth, Wi-Fi 7 adoption, and DOCSIS upgrades reshape operator investment priorities. Learn more:
