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
Data Center Semiconductors and Components up 44 Percent on AI Hardware Demand in 2Q 2025, According to Dell’Oro Group
|“NVIDIA’s Blackwell Ultra GPUs, along with custom accelerators from Google and Amazon, drove the data center IT component market this quarter,” said Baron Fung, Senior Research Director at Dell’Oro Group. “This growth also supported higher revenues for HBM memory, back-end NICs, and Grace ARM CPUs for AI workloads… more
Broadband Access Equipment Market up 7 Percent Q/Q As Fiber and Fixed Wireless Providers Continue to Steal Cable Subscribers, According to Dell’Oro Group
|“Fiber and Fixed Wireless Access providers continue to move aggressively to steal away valuable broadband subscribers from incumbent cable operators, which is being reflected in their equipment spending trending in completely opposite directions,” said Jeff Heynen, Vice President at Dell’Oro Group.
