Data Center Capex to Grow at 21 Percent CAGR Through 2029, According to Dell’Oro Group
|“We’ve raised our forecast for data center infrastructure spending, driven by the rapid adoption of AI. GPUs and custom AI accelerators now account for roughly one third of total data center capex, making them the single largest driver of growth ,” said Baron Fung, Senior Research Director at Dell’Oro Group.
Wi-Fi 7 and AIOps Features will Lift Campus Switch Sales to Over $20B in 2025, According to Dell’Oro Group
|Software and SaaS-Based Network Security Revenue to Nearly Double by 2029 to $22 Billion, According to Dell’Oro Group
|Single-Vendor SASE to Represent 90 Percent of $17 Billion Market in 2029, According to Dell’Oro Group
|Router and Aggregation Switch Market Forecast to Grow at 4 Percent CAGR, According to Dell’Oro Group
|“We slightly raised our outlook for the routing market due to improving market conditions,” stated Jimmy Yu, Vice President at Dell’Oro Group. “From our perspective, the inventory correction that pulled sales of high-end routers down by 18 percent in 2024 is behind us. Looking ahead, we see numerous opportunities for routers as economic conditions improve and bandwidth demands increase.
