Telecom Capex Down 10 Percent in 1H24, According to Dell’Oro Group
|“The high-level message is clear. The flattish revenue trajectory and the difficulties with monetizing new technologies and opportunities are impacting the risk appetite and willingness to raise the capital intensity levels for extended periods,” said Stefan Pongratz, Vice President for RAN and Telecom Capex research at Dell’Oro Group
Accelerated Servers Propelled Data Center Capex to 46 Percent Growth in 2Q 2024, According to Dell’Oro Group
|Ethernet Campus Switch Revenues Plunge by 30 Percent in 2Q 2024, According to Dell’Oro Group
|AI Infrastructure Race Drives GPUs and Accelerators to $54 Billion in 2Q 2024, According to Dell’Oro Group
|“Server and storage system component revenues surged 127 percent year-over-year in 2Q 2024, reaching a new peak. This growth was propelled by accelerators, such as GPUs and custom accelerators, HBMs, and Ethernet adapters for generative AI applications,” said Baron Fung, Senior Research Director at Dell’Oro Group.
SASE Growth Slows to 10 Percent in 2Q 2024 as Economic Pressures Weigh, According to Dell’Oro Group
|“While the SASE market has felt the effects of economic uncertainty, the fundamentals remain strong,” said Mauricio Sanchez, Sr. Director, Enterprise Security and Networking at Dell’Oro Group. “We anticipate a rebound in the coming year as enterprises shift from short-term caution to longer-term investment in cloud-based security and networking solutions.
