Front-end Networks Will Account for More than $100B in Data Center Switch Sales Over the Next Five Years, According to Dell’Oro Group
|“While Cloud Service Providers’ focus in the near term is on building AI back-end networks to support their AI infrastructure, we anticipate an accelerated pace of investments in front-end networks in the second half of our forecast horizon,” said Sameh Boujelbene, Vice President at Dell’Oro Group.
Data Center Liquid Cooling Market Set to Go Mainstream and Top $15 B over the Next Five Years, According to Dell’Oro Group
|CNAPP Market to Surge to $6 Billion by 2028 As Enterprises Play Catch-up on Cloud Security, According to Dell’Oro Group
|AI Back-End Networks to Drive $80 B of Data Center Switch Spending Over the Next Five Years, According to Dell’Oro Group
|“As predicted, growth in AI workloads and the associated data center infrastructure continues to track well ahead of market expectations. We therefore raised our forecast for the AI back-end networks compared to our prior December 2023 forecast, though the latter was initially considered very aggressive by a number of industry players,” said Sameh Boujelbene, Vice President at Dell’Oro Group.
Mobile Core Network Market Woes Continue, Market Forecast to Decline 10 Percent, According to Dell’Oro Group
|“This is the first 5-year forecast out of the last five where the 5-year CAGR (2023-2028) has fallen into negative territory. The count of 5G SA networks commercially deployed by MNOs remains the same as it was at the end of 2023, about 50 5G SA networks, said Dave Bolan, Research Director at Dell’Oro Group.
