Data Center Infrastructure in 2026
Baron Fung shares Dell’Oro Group’s 2026 predictions for the Data Center Infrastructure with key trends and market shifts shaping the year ahead.
Service Provider Router and Switch in 2026
Jimmy Yu shares Dell’Oro Group’s 2026 predictions for the Service Provider Router and Switch market, with key trends and market shifts shaping the year ahead.
Microwave Transmission – Past, Present, and the 2026 Future
Jimmy Yu shares Dell’Oro Group’s 2026 predictions for the Microwave Transmission and Mobile Backhaul markets, with key trends and market shifts shaping the year ahead.
Three Predictions for the 2026 Enterprise Networking Market
Siân Morgan shares Dell’Oro Group’s 2026 predictions for the Enterprise Networking market highlighting WLAN, Campus Ethernet Networks, Campus NaaS, and Public Cloud–managed LAN, along with the key trends and market shifts shaping the year ahead.
Security Budgets Lock onto Cloud Delivered Edges and Next Gen SIEM
Mauricio Sanchez shares Dell’Oro Group’s 2026 predictions for the Network Security, SASE and SD-WAN markets, with key trends and market shifts shaping the year ahead.
Beyond the Bubble Talk: What 2026 Really Holds for Data Center Physical Infrastructure
Alex Cordovil shares Dell’Oro Group’s 2026 predictions for the DCPI, Liquid Cooling, High-density Power market, with key trends and market shifts shaping the year ahead.
RAN in 2026
Stefan Pongratz shares Dell’Oro Group’s 2026 predictions for the RAN market, highlighting key trends and market shifts shaping the year ahead.
The 2026 Broadband Pivot: Why “Better” Beats “Bigger”
Jeff Heynen shares Dell’Oro Group’s 2026 predictions for the Broadband market, highlighting key trends and market shifts shaping the year ahead.
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
