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High End Router Market–2024 and Beyond

We just wrapped up our semi-annual Router Five Year Forecast report. In this latest blog from Vice President Jimmy Yu, he provide insights into both the short-term challenges and long-term opportunities within the router market.

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Data Center Infrastructure—a Look into 2024

In 2024, the Data Center IT Capex report anticipates double-digit growth in data center capex, focusing on accelerated computing for AI workloads. In the blog, analyst Baron Fong delves into an evaluation of the data center infrastructures predictions, emphasis on server efficiency and cost control expected.

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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

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