“I believe AI is an evolution, not a revolution. To date, most accelerated computing deployments have been in facilities not fully designed to support them,” said Lucas Beran, Research Director at Dell’Oro Group.
“The divergence in growth between SSE and SD-WAN highlights a shift in enterprise priorities,” said Mauricio Sanchez, Senior Director of Enterprise Security and Networking at Dell’Oro Group. As enterprises become increasingly cloud- and mobile-first, the demand for integrated security solutions is driving the rapid adoption of SSE.
“We recently raised our revenue forecast on accelerators because AI-related data center capex for hyperscale Cloud SP and Enterprise markets has surged since last year, and is expected to remain elevated during our forecast horizon,” said Baron Fung, Senior Research Director at Dell’Oro Group.
“We lowered the near-term forecast by approximately 6 percent since 5G rollouts have dramatically slowed at some operators while others are delaying deployments,” said Jimmy Yu, Vice President of Dell’Oro Group.
“AI has the potential to generate more than a trillion dollars in AI-related infrastructure spending in cloud and enterprise data centers over the next five years,” said Baron Fung, Senior Research Director at Dell’Oro Group.
