Cloud Data Center Capex Forecasted for Higher Growth in 2020 Despite Market Challenges, According to Dell’Oro Group

Despite recent market uncertainties, we anticipate the Tier 1 Cloud service providers to increase data center capex as planned, primarily on servers, as the sector seeks to resume capacity expansion,” said Baron Fung, Research Director at Dell’Oro Group. “We project a steep decline in enterprise IT spending due to severe near-term supply and demand disruptions from COVID-19.

IT, OT Worlds Collide With 5G Security


5G networks will supercharge the convergence of IT and operational technology (OT) networks and teams, and ultimately this is a positive development. Among the benefits: industrial machines, sensors, and other connected devices can learn on the fly using artificial intelligence (AI) and machine learning.

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Telecom capex to see 1% CAGR by 2022: DellOro | @Lightwaveonline
#telecominfrastructure #5G

The telecom capex outlook remains favorable, even with the increased uncertainty due to the COVID-19 pandemic. Telecom capex to grow at a 1% CAGR by 2022. Learn more from the full press release:

Telecom Capex to grow at a 1% CAGR by 2022, according to @DellOroGroup Telecom Capex 3-Yr forecast report
#telecommunications #wireless #5G #COVID19