AIOps Features Drive Cloud-Managed Revenue Higher, According to Dell’Oro Group
|“AIOps is a game-changer for both enterprises and vendors,” said Siân Morgan, Research Director at Dell’Oro Group. “For vendors selling Public Cloud-Managed WLAN and Campus Switches, AIOps features are causing software revenue to grow faster than hardware sales. CNaaS vendors are also relying on AIOps to lower the cost of delivering a fully outsourced LAN.
AI Buildouts Push Data Center Switch Sales in Front-end Networks to Record Levels, According to Dell’Oro Group
|Network Security Market Up 8 Percent in 2Q 2025 as SSE and ADC Surge, According to Dell’Oro Group
|“Enterprise buyers are rewarding vendors that integrate AI-aware inspection and consolidate management consoles, and this mix shift will persist as organizations recalibrate hardware footprints and embrace cloud application-centric architectures,” said Mauricio Sanchez, Sr. Director, Enterprise Security and Networking at Dell’Oro Group.
Hyperscaler AI Deployments Lift Data Center Capex to Record Highs in 2Q 2025, According to Dell’Oro Group
|“Accelerated server spending rose 76 percent, driven by the ramp of NVIDIA Blackwell Ultra platforms across US hyperscalers, neo-cloud providers, and sovereign AI projects. Custom accelerators from Google and Amazon also added to the momentum,” said Baron Fung, Sr. Research Director at Dell’Oro Group.
Global Telecom Capex to Normalize, Not Disappear, According to Dell’Oro Group
|“Capex is past the peak, but it is not falling off a cliff,” said Stefan Pongratz, Vice President of RAN and Telecom Capex research at Dell’Oro Group. “Still, there will be room to improve capital intensity ratios as operators are reallocating away from blanket coverage builds and toward capacity, quality, automation, and energy performance… Read more
