Server Capacity Expansion Drove Cloud Capex 17 Percent Higher Y/Y in 2Q 2020, According to Dell’Oro Group

“The major U.S. and China based Cloud service providers have accelerated expansion of server capacity to meet the demands of remote work and learning,”said Baron Fung, Research Director at Dell’Oro Group. “However, signs of a digestion cycle of lower growth in the second half 2020 may be imminent as the recent build-up is potentially leading to Cloud capacity and component inventories in excess of demand,” explained Fung.

Nokia Brings AI to Cellular Network Edge for Superior 5G Experience


Stefan Pongratz, Vice President of Dell’Oro Group, an independent market analysis, and research firm, says that the increased complexity with the various 5G technologies in combination with the shift towards Open RAN will potentially introduce new challenges to CSP operational teams tasked with managing end-to-end performance.

Intel AI Buy Highlights Chipmaker Feeding Frenzy


Sameh Boujelbene, senior research director at Dell’Oro Group, agreed with Murphy in a recent blog post, in which she drove home the opinion the acquisition was a strategic and complementary one, rather than opportunistic. She argued that Inphi’s was already well positioned in the electro-optics interconnect market.

Marek’s Take: Is open RAN’s bubble about to burst?


Open RAN technology — which refers to the separation of the hardware and software components of the radio access network (RAN) — has gained a lot of attention over the past year. And with good reason. Open RAN opens the door to more potential RAN vendors and makes hardware and software from different vendors interoperable, which in turn leads to cost savings for operators and more flexibility in the mobile network.

Dell’Oro: SASE Market to Hit $5B by 2024


“SASE isn’t necessarily a completely new technology, but its integration of existing technologies in a differentiated way,” said Mauricio Sanchez, research director at Dell’Oro Group, in a call with SDxCentral.

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