Single-Vendor SASE to Grow Twice as Fast as Multi-Vendor SASE, According to Dell’Oro Group
|“Since we started tracking the SASE market in 2019, multi-vendor solutions have represented most of the market compared to single-vendor. However, in 2023 we anticipate that single-vendor SASE will become the majority of the market,” said Mauricio Sanchez, Sr. Director, Enterprise Security and Networking at Dell’Oro Group.
Despite 2023 Slowdown, Cumulative Broadband Equipment Spending Expected to Exceed $120 B Between 2022 and 2027, According to Dell’Oro Group
|Smart NIC Market to Grow at a 42 Percent CAGR Through 2027, According to Dell’Oro Group
|“We recently raised our Smart NIC revenue forecast because of strong adoption among the hyperscale cloud service providers,” said Baron Fung, Research Director at Dell’Oro Group. “An increasing share of the hyperscale servers will be deployed with 200 Gbps and higher speed server facing ports for accelerated computing, and for next-generation general-purpose servers.
Enterprise Class Wi-Fi 7 Revenues Will Exceed $5 B in 2027, According to Dell’Oro Group
|AI Infrastructure Investments Will Lift Data Center Capex to Over $500 Billion by 2027, According to Dell’Oro Group
|“Despite near-term data center capex growth headwinds as the major cloud service providers and enterprises optimize their infrastructure, forthcoming technology transitions will stimulate long-term growth,” said Baron Fung, Senior Research Director at Dell’Oro Group. “Most notably, the hyperscale cloud service providers will prioritize their investments toward accelerated systems for AI applications for both their public cloud platform and SaaS offerings.
