Inside OCP Global Summit 2025: Power, Cooling, and the Emerging Blueprint for AI Factories
In his latest blog, Research Director Alex Cordovil shares key findings from OCP Global Summit 2025, where power distribution, 500kW+ racks, and cooling standards are reshaping AI-era data centers.
Worldwide Telecom Equipment Revenue Up 4% in 1H25
After two years of declines, global telecom equipment revenues grew 4% Y/Y in 1H25, driven by inventory stabilization, favorable currency, and easier comparisons, with Huawei gaining share over Ericsson and Nokia. Learn more.
Where is the Worldwide Enterprise Networking Market Going in 2025?
After a volatile 2023–24, Enterprise Networking is rebounding. Research Director Siân Morgan highlights 2025 growth drivers—AI, automation, Wi-Fi 7, and SASE convergence—shaping a cautiously optimistic 9% market outlook.
Market at the Boiling Point: Is the CDU Space Becoming Saturated?
AI is pushing data centers beyond air cooling. Dell’Oro’s Alex Corvdovil analyzes the coolant distribution unit (CDU) market, where around 40 players compete but only a few will endure. Learn what strategies, technologies, and partnerships will define the winners in the $6B liquid cooling market.
NVIDIA and Intel: NVLink Fusion Brings x86 Closer to the GPU Roadmap
In his blog, Senior Director Baron Fung discusses the benefits and challenges of the new partnership. He explains how NVLink Fusion extends GPU scalability on x86 platforms, reshaping opportunities for enterprises, server OEMs, and chipmakers while intensifying competitive dynamics.
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.
Open RAN is Stabilizing
According to findings from Dell’Oro Group’s latest Open RAN Advanced Research Report, market revenues are stabilizing in 2Q25, with long-term prospects for virtualization, openness, and automation remaining favorable despite near-term challenges.
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.
Convergence and Bundling Critical for Cable Operators
Cable broadband is under pressure. But mobile subscriber growth offers a lifeline. Analyst Jeff Heynen breaks down how U.S. cable operators are adapting to fierce competition from FWA and FTTH with mobile bundling, aggressive promotions, and smarter network strategies.
SD-WAN Shake-Up: Arista Closes VeloCloud Deal with Broadcom
Arista acquires VeloCloud from Broadcom—can it reignite SD-WAN momentum and fuel a SASE play? Dell’Oro Group’s Mauricio Sanchez breaks it down.
