Dell’Oro Group reports data center semiconductor revenue surged 116 percent as AI infrastructure expansion, memory inflation, and accelerator deployments boosted demand. Learn more
Dell’Oro Group forecasts strong growth for IPoDWDM and Disaggregated WDM as AI infrastructure drives demand for ZR+ optics and scale-across DCI.
Dell’Oro Group says AI governance, SSE expansion, and branch modernization drove 21 percent SASE market growth during the first quarter 2026. Learn more:
Dell’Oro Group expects 6G to evolve from existing 5G infrastructure, with cumulative 6G RAN revenue projected to exceed $100 billion globally.
Dell’Oro Group reports Broadband Access growth driven by DOCSIS 4.0 upgrades, 50G PON pilots, and rising residential Wi-Fi 7 router shipments. Learn more:
