About the Author
Baron Fung joined Dell’Oro Group in 2017. Since joining the firm, Mr. Fung has significantly expanded our coverage on data center infrastructure, with an emphasis on cloud service provider capex, and server technology, and vendor trends. In addition, Mr. Fung built and launched coverage of Smart NICs and is responsible for the Data Center Capex, and Ethernet Controller & Adapter market research programs. Mr. Fung’s research and analysis have been widely cited in business publications such as Barron's, Data Center News Asia, eWeek, Fierce Telecom, Markets Insider, The Financial Examiner. Mr. Fung has appeared as an invited speaker at investor conferences.