Dell’Oro Group, the trusted source for market information about the telecommunications, networks, and data center IT industries, is pleased to announce the appointment of Dr. Cliff Grossner to the role of Vice President, Edge Computing and IT Equipment Silicon including coprocessors for AI and ML. His current research agenda also includes AI driven data center automation suites and adoption of open infrastructure including OCP certified designs.
“We have talked about private wireless for a long time so it is exciting to see the rise in activity, underpinned by new spectrum, an improving device ecosystem, technology improvements, and the emergence of new use cases that require cellular QoS,” said Stefan Pongratz, Vice President and analyst with the Dell’Oro Group.
Dell’Oro Group, the trusted source for market information about the telecommunications, networks, and data center IT industries, is pleased to announce the appointment of Mr. Lucas Beran to the role of Principal Analyst, Data Center Backup Power & Energy Storage (UPS), effective immediately. Mr. Beran brings years of experience in data center physical infrastructure market analysis and consulting. Mr. Beran will lead the data center infrastructure analysis specifically uninterruptable power supplies (UPS), precision cooling and integrated data center solutions.
“We predict overall data center capex to return to strong single-digit growth in 2021 as pandemic-related headwinds ease. Growth is anticipated across the major technology areas of IT, network and physical infrastructure, benefitting the whole ecosystem,” said Baron Fung, Research Director at Dell’Oro Group.
“Many enterprises postponed Firewall projects at the onset of the pandemic, particularly those employing physical appliances in data centers,” said Mauricio Sanchez, Research Director, Network Security and Data Center Appliances. “This depressed the market during most of 2020…
“Because SD-WAN has matured into a mainstream technology, end users can make decisions about adoption based on their specific need and select their provider accordingly,” he said. “I think that this evolution is largely independent of the pandemic. But I also think SD-WAN adoption has accelerated as part of a larger trend toward more efficient IT spending.”
“I expect a slightly larger increase this year,” Jeff Heynen, VP of broadband access and home networking at Dell’Oro Group, said last week at Cable Next-Gen Technologies & Strategies, an online event hosted by Light Reading. “2022 is that year where a larger number of operators begin their DAA projects in earnest. I also think that 2022 is the year where we start to see these Flexible MAC and remote MACPHY deployments, which I think are going to grow in 2023 and beyond as part of that DOCSIS 4.0 upgrade cycle.”
By adding Secucloud into the mix, Aryaka can better provide customers, especially smaller businesses, with a “one-stop-shop” for security and networking services, says Mauricio Sanchez, research director for Dell’Oro Group. This acquisition also puts Aryaka on more equal footing with other SASE providers such as Cato Networks and Versa Networks, he adds.
Red Hat’s efforts aim at offering a flexible software base that can serve in diverse environments. “Edge is a fairly horizontal market,” said Cliff Grossner, vice president for research at the Dell’Oro Group. “We all think of Google [and] Amazon as having these centralized data centers, and they do, but they also have hundreds of points of presence across the globe, to be close to end users,” he said.
But the problem isn’t necessarily demand, it’s supply, wrote Jeff Heynen of the research firm Dell’Oro Group. “Instead of ‘if you build it, they will come’ supply chain and labor market constraints might prevent operators from building it in the first place,” he wrote.