Nokia and NVIDIA Take on RAN
In this analysis, Dell’Oro Group’s Stefan Pongratz unpacks Nokia’s $1B NVIDIA partnership, examining GPU-enabled RAN plans, TCO targets, and how this move could reshape vendor dynamics heading into the AI and 6G era. Read the full analysis
Spaghetti Charts Untangled: Making Sense of AI Buildout Announcements
This analysis breaks down today’s AI data center hype, revealing how overlapping announcements, inflated gigawatt claims, and power constraints distort the true growth picture—and what capacity is genuinely on the way. Learn more
Beyond the GPU Arms Race — The Potential Role of OXC in Building Next Gen AI Infrastructure
AI clusters demand new interconnect architectures. Dell’Oro analysts Sameh Boujelbene and Jimmy Yu assess OCS as a proven, power-efficient option for large-scale AI networks. Read full analysis.
From Beetlejuice to KPop Demon Hunters – Can CNaaS Follow This Trajectory?
In Part 3 of Dell’Oro Group’s CNaaS blog series, Research Director Siân Morgan examines how subscription-based LAN models are transforming enterprise networking—shifting from capex to opex—and why CNaaS could exceed 10% of the Public Cloud-Managed LAN market by 2029.
What CNaaS Learned from Edsel Ford
Campus NaaS must serve real enterprise needs, not just vendor ambitions. In Part 2 of our CNaaS blog series, Siân Morgan defines three CNaaS variants—Turnkey, Enabler, and LAN-as-a-Utility—and their impact on IT simplification. Read the full blog
Will This aaS Offer Explode on Impact?
Campus NaaS is poorly defined, leading to market confusion. In this blog, Dell’Oro’s Siân Morgan examines vendor interpretations, cloud-inspired characteristics, and offers guidance to help enterprises demand clarity and better outcomes. Learn more:
T-Mobile’s ‘Edge Control’ Debut: Strategic Step or Hype? A Look Against China’s Edge Progress
Dell’Oro Research Director Dave Bolan explores T-Mobile’s Edge Control, a Private MEC model inspired by China’s success, predicting strong U.S. adoption and growth opportunities for MEC infrastructure and application vendors. Learn more
Inside OCP Global Summit 2025: Power, Cooling, and the Emerging Blueprint for AI Factories
In his latest blog, Research Director Alex Cordovil shares key findings from OCP Global Summit 2025, where power distribution, 500kW+ racks, and cooling standards are reshaping AI-era data centers.
Worldwide Telecom Equipment Revenue Up 4% in 1H25
After two years of declines, global telecom equipment revenues grew 4% Y/Y in 1H25, driven by inventory stabilization, favorable currency, and easier comparisons, with Huawei gaining share over Ericsson and Nokia. Learn more.
Where is the Worldwide Enterprise Networking Market Going in 2025?
After a volatile 2023–24, Enterprise Networking is rebounding. Research Director Siân Morgan highlights 2025 growth drivers—AI, automation, Wi-Fi 7, and SASE convergence—shaping a cautiously optimistic 9% market outlook.
