5G Manufacturing—What’s All the Excitement About?
The combination of Industry 4.0/Smart Factories and 5G represents a promising growth opportunity and value creator for suppliers and operators looking beyond the tepid growth typically associated with the consumer 5G MBB market. Fueled by
Private Wireless Activity Is Improving
The concept of utilizing private cellular networks—also known as non-public networks (NPNs)—for the sole use of a private entity, such as an enterprise or government, is far from new. In fact, the industry has gone
Nvidia Envisions an AI-Enabled Data Center to Power the Metaverse
The Nvidia GTC Fall 2021 virtual event I attended last week highlighted some exciting developments in the field of AI and machine learning, most notably, in new applications for the metaverse. A metaverse is a digital universe created by the convergence of the real world and a virtual world abstracted from virtual reality, augmented reality, and other 3D visual projections.
Meta’s Big Reveal at OCP 2021
Last week’s 2021 OCP (Open Compute Project) Global Summit marked its tenth anniversary. Fittingly, the vendor and partnership announcements were significant. Meta (formerly known as Facebook) once again dominated the show’s headlines with product, architecture, and partnership announcements that will have a far-reaching impact on switch vendors and component suppliers. In this blog, Sameh Boujelbene will investigate what to expect from the Meta’s key announcements at the OCP 2021. Read full blog.
Fiber Deployments Show No Signs of Slowing
The roadmap for fibre technologies and use cases continues to expand, along with the knowledge and implementation of best practices. Jeff Heynen, VP and analyst for Broadband Access & Home Networking research, discusses the two key trends that will continue to provide operators with strong incentives to deploy fibre and future-proof their networks for decades to come. Learn more…
Huawei MBBF 2021 Dubai RAN Key Takeaways
Huawei recently held its annual MBBF Forum. Although the capacity and revenue-related challenges are typically part of the main agenda, energy efficiency and green energy were also front and center at this year’s event. Below
Recent Data Center AI Innovations
Dell’Oro Group projects that the spend on accelerated compute servers targeted to artificial intelligence (AI) workloads will reach double-digit growth over the next five years, outpacing other data center infrastructure. An accelerated compute server equipped
AWS’s New Liquid Cooling Solution Rattled the Market—But Is It Truly Disruptive?
Amazon Web Services’ custom IRHX cooling system, built for NVIDIA Blackwell-based AI servers, reflects AWS’s vertical integration strategy—and may ultimately boost, not disrupt, the broader data center vendor ecosystem.
Key Takeaways— 1H21 Total Enterprise Network Equipment Market
We’ve just wrapped up the 1H21 reporting period for Dell’Oro Group’s enterprise network equipment programs, which include campus switches, enterprise data center switches, enterprise routers, network security, and Wireless LAN. Enterprises include businesses of all sizes as well as government, education, and research entities. The equipment tracked in these programs can be used for wired or wireless data communication in private and secure networks.
Key Takeaways –1H21 Total Telecom Equipment Market
We just wrapped up the 1H21 reporting period for all the Telecommunications Infrastructure programs covered at Dell’Oro Group, including Broadband Access, Microwave & Optical Transport, Mobile Core & Radio Access Network (RAN), SP Router & Switch. The data contained in these reports suggest that the positive trends that characterized the broader telecom equipment market extended into the second quarter, even if the pace of the growth slowed somewhat between the first and the second quarter.
