Private Wireless RAN Revenues Accelerate in The Second Quarter, According to Dell’Oro Group
|“As is the case with most new shiny objects, there is an initial period of excessive hype and anticipation that results in a mismatch between expectations and reality,” said Stefan Pongratz, Vice President at Dell’Oro Group. “After multiple adjustments, the industry is now coming to terms with the fact that private wireless is a marathon, not a sprint…
AI Workloads to Accelerate Data Center Physical Infrastructure Growth Trajectory, According to Dell’Oro Group
|“I have been tracking the DCPI market for nearly a decade, observing annual revenue growth rates in the mid-to-low single digits. There is a change unfolding. The excitement Generative AI is creating at industry events and in my discussions with ecosystem vendors is palpable,” said Lucas Beran, Research Director at Dell’Oro Group.
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.
