Dell’Oro Group reports DCPI revenue grew 28% in 1Q 2026 as AI demand accelerated investment in Heat Rejection, liquid cooling, and power.
Dell’Oro Group forecasts AI RAN revenue reaching $35 billion through 2030, driven by AI-powered network upgrades rather than incremental RAN market growth.
Enterprise AI initiatives and evolving cybersecurity requirements are driving faster adoption of Public Cloud-managed LAN and accelerating Campus NaaS market growth.
Dell’Oro Group reports data center semiconductor revenue surged 116 percent as AI infrastructure expansion, memory inflation, and accelerator deployments boosted demand. Learn more
Dell’Oro Group forecasts strong growth for IPoDWDM and Disaggregated WDM as AI infrastructure drives demand for ZR+ optics and scale-across DCI.
