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:
Dell’Oro Group’s 1Q26 Data Center IT Capex report highlights accelerating hyperscale AI investments, rising server costs, and stronger-than-expected infrastructure spending growth. Learn mroe:
