How will Musk impact the RAN market?
In this blog, Stefan Pongratz explores how Starlink’s satellite and terrestrial ambitions could reshape the RAN market, while examining why mobile connectivity’s future will likely remain hybrid. Learn more:
AI-induced Memory Shortage Rocks Campus Network Market
Dell’Oro Group Senior Director Siân Morgan examines how AI-driven memory shortages are raising WLAN and Campus Switch costs and reshaping enterprise network economics through 2028. Learn more:
The Growing Memory Tax on AI Infrastructure
In his latest blog, Baron Fung examines how DRAM inflation and rising HBM complexity are reshaping server economics and making memory efficiency critical to AI infrastructure growth through 2030.
Agentic Security Could Strengthen Platforms—If They Remain Open
Following Microsoft’s latest security launch, Mauricio Sanchez examines how Agentic AI is reshaping security platforms, automation, and enterprise interoperability requirements. Read the full blog:
Nokia AI RAN – Confidence is growing
Nokia’s AI-RAN roadmap remains unchanged, but clearer migration messaging and growing merchant silicon confidence support its RAN turnaround and consistent with Dell’Oro’s AI RAN market outlook.
Six RAN Takeaways from Ericsson’s Mobility Report
Stefan Pongratz examines six Ericsson Mobility Report takeaways shaping Dell’Oro Group’s RAN forecast, highlighting how traffic growth, smartphones, FWA, and enterprise demand outweigh AI hype.
The Great Industrial Realignment: Pruning Portfolios, Powering the Buildout
In his latest blog, Research Director Alex Cordovil examines how industrial leaders are refocusing portfolios, expanding data center capabilities, and positioning for long-term growth driven by AI infrastructure demand.
Ericsson Changing of the Guard
As Ericsson transitions leadership, market share trends reveal how Börje Ekholm stabilized competitiveness, defended RAN leadership, and positioned the company for future challenges.
HPE Discover vs. Cisco Live: What the Leading Vendors are Saying about Campus Networking
After attending Cisco Live 2026 and HPE Discover 2026, Dell’Oro Group’s Senior Director Siân Morgan analyzes how Cisco and HPE are connecting AI, security, automation, and campus networking strategies to capture enterprise opportunities.
Cisco’s AI Data Center Strategy Expands Beyond Hardware Toward Validated Infrastructure
After Cisco Live 2026, Sameh Boujelbene analyzes how Cisco is positioning validated AI infrastructure platforms beyond standalone hardware performance and networking speeds.
