Optical Transport Market Grew 14 Percent in 2Q 2025, According to Dell’Oro Group
|“Following six quarters of soft sales in optical transport, it was great to see this market recover and post a strong double-digit growth rate,” said Jimmy Yu, Vice President at Dell’Oro Group. “One area contributing to the strong growth for optical was the rising demand for disaggregated WDM.” Learn more
AI Build-Out to Propel Data Center Physical Infrastructure Market to $63.1 Billion by 2029, According to Dell’Oro Group
|Merchant GPUs and Custom Accelerators to Reach $446 Billion by 2029, According to Dell’Oro Group
|“The worldwide Data Center IT Semiconductor and Component market is projected to grow at a 26 percent compound annual growth rate (CAGR) over the next five years, fueled by the continued expansion of AI workloads and the buildout of specialized infrastructure,” said Baron Fung, Senior Research Director at Dell’Oro Group. “AI accelerators, including both merchant GPUs and custom silicon, are at the heart of this growth cycle, enabling a wide range of AI and domain specific applications.
Wi-Fi 7 to Drive Double-Digit Enterprise WLAN Growth in 2025, According to Dell’Oro Group
|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.
