RAN Market Grows Outside of China, According to Dell’Oro Group
|“Our initial assessment confirms that the narrative we’ve been discussing for some time is now coming to fruition. Market conditions have continued to stabilize, resulting in growth for three consecutive quarters outside of China,” said Stefan Pongratz, Vice President of RAN market research at the Dell’Oro Group.
Optical Transport Market Grew 14 Percent in 2Q 2025, According to Dell’Oro Group
|“Following six quarters of soft sales in optical transport, it was great to see this market recover and post a strong double-digit growth rate,” said Jimmy Yu, Vice President at Dell’Oro Group. “One area contributing to the strong growth for optical was the rising demand for disaggregated WDM.” Learn more
AI Build-Out to Propel Data Center Physical Infrastructure Market to $63.1 Billion by 2029, According to Dell’Oro Group
|Merchant GPUs and Custom Accelerators to Reach $446 Billion by 2029, According to Dell’Oro Group
|“The worldwide Data Center IT Semiconductor and Component market is projected to grow at a 26 percent compound annual growth rate (CAGR) over the next five years, fueled by the continued expansion of AI workloads and the buildout of specialized infrastructure,” said Baron Fung, Senior Research Director at Dell’Oro Group. “AI accelerators, including both merchant GPUs and custom silicon, are at the heart of this growth cycle, enabling a wide range of AI and domain specific applications.
