Analyst Angle—NVIDIA to Disrupt Smart NIC Market with AI-enabled Bluefield DPU
At this week’s NVIDIA GPU Technology Conference, the company announced its groundbreaking Bluefield -2X DPU (Data Processing Unit), which combines
Analyst Angle – VMware looks to Menlo Security to get SASE, but hedges bet with Zscaler
Over the last year and a half, VMware has been aggressively bolstering its network security capabilities, whether with the
Small Cell RAN Market to Approach $25 B
Preliminary estimates suggest the small cell radio access network (RAN) market (excluding residential small cells) approached 1 to 1.5
Analyst Angle – How Juniper Intends to Win in Network Security
I had the opportunity to attend Juniper’s annual analyst event held on September 15 and 16. During the two-day
Fixed-Mobile Convergence Becoming a Reality
During the Huawei AirPON Commercial Release Conference last week, Huawei formally introduced its AirPON solution, a combination of a blade OLT
6 GHz – The Next 5G Frontier?
With 5G now being deployed at full speed in the sub 6 GHz spectrum utilizing both the low-band and the
Key Takeaways – The Telecom Equipment Market 1H20
We just wrapped up the 2Q20 reporting period for all the Telecommunications Infrastructure programs covered at Dell’Oro Group. Preliminary estimates
Open RAN Outlook is Improving
Open RAN and virtualized RAN technologies have many of the right ingredients to address both supply and demand related challenges
New Technologies Expected to Drive Service Provider Router Market Past $15 Billion in 2024
We recently published an update to our Service Provider (SP) Router and Carrier Ethernet Switch (CES) five-year market forecast report.
Spending on Data Center Switches to Grow at a 4% CAGR from 2019 to 2024, Despite the Pandemic
Dell’Oro Group published an update to its Data Center switch market five-year forecast report. The report shows that the data
