Hyperscalers to Lift Data Center Capex to $377 Billion in 2026, According to Dell’Oro Group
|“The data center of the future will continue to evolve, with new accelerated computing architectures on the horizon enabling AI applications that are more automated, intelligent, and immersive for end-users,” said Baron Fung, Research Director at Dell’Oro Group.
Dell’Oro Group Announces Appointment of Research Director, Wireless LAN
|“Siân has a track record of producing excellence and I trust she will add great value to our clients and the Wireless LAN industry. Over the past several weeks, she has already revealed some interesting trends in the data,” said Tam Dell’Oro, Founder and CEO.
Sustainability Initiatives to Drive Data Center Physical Infrastructure to $31 Billion in 2026, According to Dell’Oro Group
|Demand for data center physical infrastructure remains resilient, despite the developing macroeconomic uncertainties,” said Lucas Beran, Principal Analyst at Dell’Oro Group. “Most importantly, data center sustainability has risen to the top of decision making criteria in the industry, opening the door for significant technology transitions during this forecast period.
Public Cloud 5G Workloads to Grow at 88 percent CAGR, $4.6 Billion over Five Years, According to Dell’Oro Group
|“The new report discovers that the opportunity for HCPs to penetrate the Telco Cloud market is very limited in the short-term, with the momentum already established by Mobile Network Operators (MNOs) committing to the Telco Cloud,” stated Dave Bolan, Research Director at Dell’Oro Group.
Total SASE Market to Nearly Triple by 2026, According to Dell’Oro Group
|We see SASE continuing to thrive independent of the ongoing macro-economic uncertainty as enterprises strategically invest for the new age of distributed applications and hybrid work that need a different approach to connectivity and security,” said Mauricio Sanchez, Research Director, Network Security, and SASE & SD-WAN at Dell’Oro Group.