Client Login
Research Coverage
Close Research Coverage
Open Research Coverage
Research Coverage
Data Center Infrastructure Research
Enterprise Networks & Security Research
Telecom Infrastructure Research
Data Center Infrastructure Research
Data Center Fiber Structured Cabling & PON ODN
Data Center High-Density Power
Data Center Interconnect with IPoDWDM & WDM Systems
Data Center IT Capex
Data Center IT Semiconductors & Components
Data Center Liquid Cooling
Data Center Physical Infrastructure
Data Center Switch – AI Back-end Networks
Data Center Switch – Front-end Networks
Ethernet Adapter & Smart NIC
PON in the Data Center & Premise
Data Center Fiber Structured Cabling & PON ODN
Data Center High-Density Power
Data Center Interconnect with IPoDWDM & WDM Systems
Data Center IT Capex
Data Center IT Semiconductors & Components
Data Center Liquid Cooling
Data Center Physical Infrastructure
Data Center Switch – AI Back-end Networks
Data Center Switch – Front-end Networks
Ethernet Adapter & Smart NIC
PON in the Data Center & Premise
Enterprise Networks & Security Research
Enterprise Networks
Campus Ethernet Switch
Campus NaaS & Public Cloud-managed LAN
Total Ethernet Switch
Wireless LAN
Campus Ethernet Switch
Campus NaaS & Public Cloud-managed LAN
Total Ethernet Switch
Wireless LAN
Enterprise Security/
Networking
AI & Cloud-native Security
Application Delivery, Security & Edge Services
Distributed Cloud Networking
Hybrid Mesh Firewall & Microsegmentation
Network Security
SASE & SD-WAN
AI & Cloud-native Security
Application Delivery, Security & Edge Services
Distributed Cloud Networking
Hybrid Mesh Firewall & Microsegmentation
Network Security
SASE & SD-WAN
Telecom Infrastructure Research
Wireless / Mobile
6G
AI RAN
Mobile Core Network & Multi-access Edge Computing
Mobile Radio Access Network (RAN)
Open RAN
Private Wireless
6G
AI RAN
Mobile Core Network & Multi-access Edge Computing
Mobile Radio Access Network (RAN)
Open RAN
Private Wireless
IP & Transport
Data Center Interconnect with IPoDWDM & WDM Systems
High End Routing & Aggregation
Microwave Transmission 
& Mobile Backhaul
Optical Transport
Data Center Interconnect with IPoDWDM & WDM Systems
High End Routing & Aggregation
Microwave Transmission 
& Mobile Backhaul
Optical Transport
Broadband / CPE / Fiber
Broadband Access & Home Networking
Cable Outside Plant
Data Center Fiber Structured Cabling & PON ODN
Fixed Wireless Access & CPE
PON in the Data Center & Premise
Broadband Access & Home Networking
Cable Outside Plant
Data Center Fiber Structured Cabling & PON ODN
Fixed Wireless Access & CPE
PON in the Data Center & Premise
Infrastructure & Economics
Telecom Capex
Telecom Capex
Data Center Infrastructure Research
Learn more
Data Center Fiber Structured Cabling & PON ODN
Data Center High-Density Power
Data Center Interconnect with IPoDWDM & WDM Systems
Data Center IT Capex
Data Center IT Semiconductors & Components
Data Center Liquid Cooling
Data Center Physical Infrastructure
Data Center Switch – AI Back-end Networks
Data Center Switch – Front-end Networks
Ethernet Adapter & Smart NIC
PON in the Data Center & Premise
Data Center Fiber Structured Cabling & PON ODN
Data Center High-Density Power
Data Center Interconnect with IPoDWDM & WDM Systems
Data Center IT Capex
Data Center IT Semiconductors & Components
Data Center Liquid Cooling
Data Center Physical Infrastructure
Data Center Switch – AI Back-end Networks
Data Center Switch – Front-end Networks
Ethernet Adapter & Smart NIC
PON in the Data Center & Premise
Enterprise Networks & Security Research
Learn more
Enterprise Networks
Campus Ethernet Switch
Campus NaaS & Public Cloud-managed LAN
Total Ethernet Switch
Wireless LAN
Campus Ethernet Switch
Campus NaaS & Public Cloud-managed LAN
Total Ethernet Switch
Wireless LAN
Enterprise Security/
Networking
AI & Cloud-native Security
Application Delivery, Security & Edge Services
Distributed Cloud Networking
Hybrid Mesh Firewall & Microsegmentation
Network Security
SASE & SD-WAN
AI & Cloud-native Security
Application Delivery, Security & Edge Services
Distributed Cloud Networking
Hybrid Mesh Firewall & Microsegmentation
Network Security
SASE & SD-WAN
Telecom Infrastructure Research
Learn more
Wireless / Mobile
6G
AI RAN
Mobile Core Network & Multi-access Edge Computing
Mobile Radio Access Network (RAN)
Open RAN
Private Wireless
6G
AI RAN
Mobile Core Network & Multi-access Edge Computing
Mobile Radio Access Network (RAN)
Open RAN
Private Wireless
IP & Transport
Data Center Interconnect with IPoDWDM & WDM Systems
High End Routing & Aggregation
Microwave Transmission 
& Mobile Backhaul
Optical Transport
Data Center Interconnect with IPoDWDM & WDM Systems
High End Routing & Aggregation
Microwave Transmission 
& Mobile Backhaul
Optical Transport
Broadband / CPE / Fiber
Broadband Access & Home Networking
Cable Outside Plant
Data Center Fiber Structured Cabling & PON ODN
Fixed Wireless Access & CPE
PON in the Data Center & Premise
Broadband Access & Home Networking
Cable Outside Plant
Data Center Fiber Structured Cabling & PON ODN
Fixed Wireless Access & CPE
PON in the Data Center & Premise
Infrastructure & Economics
Telecom Capex
Telecom Capex
Solutions
Close Solutions
Open Solutions
Solutions
Syndicated Research
Consulting & Custom Research
Syndicated Research
Consulting & Custom Research
Newsroom
Close Newsroom
Open Newsroom
Newsroom
Press Releases
In the News
Press Releases
In the News
Resources
Close Resources
Open Resources
Resources
Blogs
Events & Webinars
Videos
Podcasts
White Papers
Blogs
Events & Webinars
Videos
Podcasts
White Papers
About
Close About
Open About
About us
Company
Our Team
Careers
Company
Our Team
Careers
Become a Client
Contact Us
Research Coverage
Research Coverage
Data Center Infrastructure Research
Enterprise Networks & Security Research
Telecom Infrastructure Research
Data Center Infrastructure Research
Data Center Fiber Structured Cabling & PON ODN
Data Center High-Density Power
Data Center Interconnect with IPoDWDM & WDM Systems
Data Center IT Capex
Data Center IT Semiconductors & Components
Data Center Liquid Cooling
Data Center Physical Infrastructure
Data Center Switch – AI Back-end Networks
Data Center Switch – Front-end Networks
Ethernet Adapter & Smart NIC
PON in the Data Center & Premise
Data Center Fiber Structured Cabling & PON ODN
Data Center High-Density Power
Data Center Interconnect with IPoDWDM & WDM Systems
Data Center IT Capex
Data Center IT Semiconductors & Components
Data Center Liquid Cooling
Data Center Physical Infrastructure
Data Center Switch – AI Back-end Networks
Data Center Switch – Front-end Networks
Ethernet Adapter & Smart NIC
PON in the Data Center & Premise
Enterprise Networks & Security Research
Enterprise Networks
Campus Ethernet Switch
Campus NaaS & Public Cloud-managed LAN
Total Ethernet Switch
Wireless LAN
Campus Ethernet Switch
Campus NaaS & Public Cloud-managed LAN
Total Ethernet Switch
Wireless LAN
Enterprise Security/
Networking
AI & Cloud-native Security
Application Delivery, Security & Edge Services
Distributed Cloud Networking
Hybrid Mesh Firewall & Microsegmentation
Network Security
SASE & SD-WAN
AI & Cloud-native Security
Application Delivery, Security & Edge Services
Distributed Cloud Networking
Hybrid Mesh Firewall & Microsegmentation
Network Security
SASE & SD-WAN
Telecom Infrastructure Research
Wireless / Mobile
6G
AI RAN
Mobile Core Network & Multi-access Edge Computing
Mobile Radio Access Network (RAN)
Open RAN
Private Wireless
6G
AI RAN
Mobile Core Network & Multi-access Edge Computing
Mobile Radio Access Network (RAN)
Open RAN
Private Wireless
IP & Transport
Data Center Interconnect with IPoDWDM & WDM Systems
High End Routing & Aggregation
Microwave Transmission 
& Mobile Backhaul
Optical Transport
Data Center Interconnect with IPoDWDM & WDM Systems
High End Routing & Aggregation
Microwave Transmission 
& Mobile Backhaul
Optical Transport
Broadband / CPE / Fiber
Broadband Access & Home Networking
Cable Outside Plant
Data Center Fiber Structured Cabling & PON ODN
Fixed Wireless Access & CPE
PON in the Data Center & Premise
Broadband Access & Home Networking
Cable Outside Plant
Data Center Fiber Structured Cabling & PON ODN
Fixed Wireless Access & CPE
PON in the Data Center & Premise
Infrastructure & Economics
Telecom Capex
Telecom Capex
Data Center Infrastructure Research
Learn more
Data Center Fiber Structured Cabling & PON ODN
Data Center High-Density Power
Data Center Interconnect with IPoDWDM & WDM Systems
Data Center IT Capex
Data Center IT Semiconductors & Components
Data Center Liquid Cooling
Data Center Physical Infrastructure
Data Center Switch – AI Back-end Networks
Data Center Switch – Front-end Networks
Ethernet Adapter & Smart NIC
PON in the Data Center & Premise
Data Center Fiber Structured Cabling & PON ODN
Data Center High-Density Power
Data Center Interconnect with IPoDWDM & WDM Systems
Data Center IT Capex
Data Center IT Semiconductors & Components
Data Center Liquid Cooling
Data Center Physical Infrastructure
Data Center Switch – AI Back-end Networks
Data Center Switch – Front-end Networks
Ethernet Adapter & Smart NIC
PON in the Data Center & Premise
Enterprise Networks & Security Research
Learn more
Enterprise Networks
Campus Ethernet Switch
Campus NaaS & Public Cloud-managed LAN
Total Ethernet Switch
Wireless LAN
Campus Ethernet Switch
Campus NaaS & Public Cloud-managed LAN
Total Ethernet Switch
Wireless LAN
Enterprise Security/
Networking
AI & Cloud-native Security
Application Delivery, Security & Edge Services
Distributed Cloud Networking
Hybrid Mesh Firewall & Microsegmentation
Network Security
SASE & SD-WAN
AI & Cloud-native Security
Application Delivery, Security & Edge Services
Distributed Cloud Networking
Hybrid Mesh Firewall & Microsegmentation
Network Security
SASE & SD-WAN
Telecom Infrastructure Research
Learn more
Wireless / Mobile
6G
AI RAN
Mobile Core Network & Multi-access Edge Computing
Mobile Radio Access Network (RAN)
Open RAN
Private Wireless
6G
AI RAN
Mobile Core Network & Multi-access Edge Computing
Mobile Radio Access Network (RAN)
Open RAN
Private Wireless
IP & Transport
Data Center Interconnect with IPoDWDM & WDM Systems
High End Routing & Aggregation
Microwave Transmission 
& Mobile Backhaul
Optical Transport
Data Center Interconnect with IPoDWDM & WDM Systems
High End Routing & Aggregation
Microwave Transmission 
& Mobile Backhaul
Optical Transport
Broadband / CPE / Fiber
Broadband Access & Home Networking
Cable Outside Plant
Data Center Fiber Structured Cabling & PON ODN
Fixed Wireless Access & CPE
PON in the Data Center & Premise
Broadband Access & Home Networking
Cable Outside Plant
Data Center Fiber Structured Cabling & PON ODN
Fixed Wireless Access & CPE
PON in the Data Center & Premise
Infrastructure & Economics
Telecom Capex
Telecom Capex
Solutions
Syndicated Research
Consulting & Custom Research
Newsroom
Press Releases
In the News
Resources
Blogs
Events & Webinars
Videos
Podcasts
White Papers
About
Company
Our Team
Careers
Become a Client
Contact Us
Topics: AI Back-end Networks
Data Center Infrastructure
1 min read
Backbone of a beast – charting Nvidia’s rise to networking titan
Read Article
Data Center Infrastructure
8 min read
OCP 2026: Optics Takes Center Stage in Enabling the Next Wave of AI Networking and High-Speed Switching
Dell’Oro’s Sameh Boujelbene highlights six key OCP 2026 developments, from co-packaged optics
Read Article
Data Center Infrastructure
3 min read
AI Back-End Networks Switch Sales Surpass Front-End Networks for the First Time in 2Q 2026, According to Dell’Oro Group
Ethernet Further Extends Its Lead in AI Back-End Networks REDWOOD CITY, Calif.
Read Article
4 min read
Data Center Switch – AI Back-end Networks
Read Article
Data Center Infrastructure
3 min read
AI Back-end Switch Sales to Approach $1 Trillion over the Next Five Years, According to Dell’Oro Group
AI back-end switch spending is forecast to approach $1 trillion from 2026
Read Article
Data Center Infrastructure
3 min read
Ethernet Extends Lead in AI Scale-Out Networks Despite Strong InfiniBand Rebound, According to Dell’Oro Group
Dell’Oro Group reports Ethernet accounted for two-thirds of AI back-end network switch
Read Article
Data Center Infrastructure
3 min read
OpenAI’s MRC Initiative Reinforces Ethernet’s Expanding Role in AI Back-end Networks
In her latest insight, Sameh Boujelbene examines how OpenAI’s MRC protocol reinforces
Read Article
Data Center Infrastructure
From Scale-Up to Scale-Out: Upscale AI Extends Its Open Networking Vision Through NVIDIA Partnership
Dell’Oro’s Sameh Boujelbene explains how the Upscale AI–NVIDIA partnership reflects accelerating adoption
Read Article
Data Center Infrastructure
Ethernet More Than Doubles Size of InfiniBand as the Leading Fabric for AI Scale-Out Networks in 2025, According to Dell’Oro Group
Ethernet more than doubled InfiniBand in AI scale-out networks in 2025 as
Read Article
Data Center Infrastructure
AI Back-End Switch Market Will Push Past $100 Billion by 2030, According to Dell’Oro Group
AI back-end network spending will exceed $100B by 2030 as scale-up and
Read Article
Never miss
what matters
News and insights from Dell'Oro Group, straight to your inbox.
Topics of Interest
Data Center Infrastructure
Enterprise Networks and Security
Telecom Infrastructure
Email
Subscribe
By subscribing, you agree to our
Privacy Policy
. You can unsubscribe at any time.
Search
Search
Connect with Dell'Oro
Scan the QR code to follow Dell’Oro Group on WeChat and receive the latest research, insights, and industry updates.
Client Login
Research Coverage
Research Coverage
Data Center Infrastructure Research
Enterprise Networks & Security Research
Telecom Infrastructure Research
Data Center Infrastructure Research
Data Center Fiber Structured Cabling & PON ODN
Data Center High-Density Power
Data Center Interconnect with IPoDWDM & WDM Systems
Data Center IT Capex
Data Center IT Semiconductors & Components
Data Center Liquid Cooling
Data Center Physical Infrastructure
Data Center Switch – AI Back-end Networks
Data Center Switch – Front-end Networks
Ethernet Adapter & Smart NIC
PON in the Data Center & Premise
Data Center Fiber Structured Cabling & PON ODN
Data Center High-Density Power
Data Center Interconnect with IPoDWDM & WDM Systems
Data Center IT Capex
Data Center IT Semiconductors & Components
Data Center Liquid Cooling
Data Center Physical Infrastructure
Data Center Switch – AI Back-end Networks
Data Center Switch – Front-end Networks
Ethernet Adapter & Smart NIC
PON in the Data Center & Premise
Enterprise Networks & Security Research
Enterprise Networks
Campus Ethernet Switch
Campus NaaS & Public Cloud-managed LAN
Total Ethernet Switch
Wireless LAN
Campus Ethernet Switch
Campus NaaS & Public Cloud-managed LAN
Total Ethernet Switch
Wireless LAN
Enterprise Security/
Networking
AI & Cloud-native Security
Application Delivery, Security & Edge Services
Distributed Cloud Networking
Hybrid Mesh Firewall & Microsegmentation
Network Security
SASE & SD-WAN
AI & Cloud-native Security
Application Delivery, Security & Edge Services
Distributed Cloud Networking
Hybrid Mesh Firewall & Microsegmentation
Network Security
SASE & SD-WAN
Telecom Infrastructure Research
Wireless / Mobile
6G
AI RAN
Mobile Core Network & Multi-access Edge Computing
Mobile Radio Access Network (RAN)
Open RAN
Private Wireless
6G
AI RAN
Mobile Core Network & Multi-access Edge Computing
Mobile Radio Access Network (RAN)
Open RAN
Private Wireless
IP & Transport
Data Center Interconnect with IPoDWDM & WDM Systems
High End Routing & Aggregation
Microwave Transmission 
& Mobile Backhaul
Optical Transport
Data Center Interconnect with IPoDWDM & WDM Systems
High End Routing & Aggregation
Microwave Transmission 
& Mobile Backhaul
Optical Transport
Broadband / CPE / Fiber
Broadband Access & Home Networking
Cable Outside Plant
Data Center Fiber Structured Cabling & PON ODN
Fixed Wireless Access & CPE
PON in the Data Center & Premise
Broadband Access & Home Networking
Cable Outside Plant
Data Center Fiber Structured Cabling & PON ODN
Fixed Wireless Access & CPE
PON in the Data Center & Premise
Infrastructure & Economics
Telecom Capex
Telecom Capex
Data Center Infrastructure Research
Learn more
Data Center Fiber Structured Cabling & PON ODN
Data Center High-Density Power
Data Center Interconnect with IPoDWDM & WDM Systems
Data Center IT Capex
Data Center IT Semiconductors & Components
Data Center Liquid Cooling
Data Center Physical Infrastructure
Data Center Switch – AI Back-end Networks
Data Center Switch – Front-end Networks
Ethernet Adapter & Smart NIC
PON in the Data Center & Premise
Data Center Fiber Structured Cabling & PON ODN
Data Center High-Density Power
Data Center Interconnect with IPoDWDM & WDM Systems
Data Center IT Capex
Data Center IT Semiconductors & Components
Data Center Liquid Cooling
Data Center Physical Infrastructure
Data Center Switch – AI Back-end Networks
Data Center Switch – Front-end Networks
Ethernet Adapter & Smart NIC
PON in the Data Center & Premise
Enterprise Networks & Security Research
Learn more
Enterprise Networks
Campus Ethernet Switch
Campus NaaS & Public Cloud-managed LAN
Total Ethernet Switch
Wireless LAN
Campus Ethernet Switch
Campus NaaS & Public Cloud-managed LAN
Total Ethernet Switch
Wireless LAN
Enterprise Security/
Networking
AI & Cloud-native Security
Application Delivery, Security & Edge Services
Distributed Cloud Networking
Hybrid Mesh Firewall & Microsegmentation
Network Security
SASE & SD-WAN
AI & Cloud-native Security
Application Delivery, Security & Edge Services
Distributed Cloud Networking
Hybrid Mesh Firewall & Microsegmentation
Network Security
SASE & SD-WAN
Telecom Infrastructure Research
Learn more
Wireless / Mobile
6G
AI RAN
Mobile Core Network & Multi-access Edge Computing
Mobile Radio Access Network (RAN)
Open RAN
Private Wireless
6G
AI RAN
Mobile Core Network & Multi-access Edge Computing
Mobile Radio Access Network (RAN)
Open RAN
Private Wireless
IP & Transport
Data Center Interconnect with IPoDWDM & WDM Systems
High End Routing & Aggregation
Microwave Transmission 
& Mobile Backhaul
Optical Transport
Data Center Interconnect with IPoDWDM & WDM Systems
High End Routing & Aggregation
Microwave Transmission 
& Mobile Backhaul
Optical Transport
Broadband / CPE / Fiber
Broadband Access & Home Networking
Cable Outside Plant
Data Center Fiber Structured Cabling & PON ODN
Fixed Wireless Access & CPE
PON in the Data Center & Premise
Broadband Access & Home Networking
Cable Outside Plant
Data Center Fiber Structured Cabling & PON ODN
Fixed Wireless Access & CPE
PON in the Data Center & Premise
Infrastructure & Economics
Telecom Capex
Telecom Capex
Solutions
Syndicated Research
Consulting & Custom Research
Newsroom
Press Releases
In the News
Resources
Blogs
Events & Webinars
Videos
Podcasts
White Papers
About
Company
Our Team
Careers
Become a Client
Contact Us