Dell’Oro Group forecasts worldwide RAN revenue will grow at a 1 percent CAGR through 2030, supported by 5G, AI RAN, Cloud RAN, and 6G investments.
Dell’Oro Group reports DCPI revenue grew 28% in 1Q 2026 as AI demand accelerated investment in Heat Rejection, liquid cooling, and power.
Dell’Oro Group forecasts AI RAN revenue reaching $35 billion through 2030, driven by AI-powered network upgrades rather than incremental RAN market growth.
Enterprise AI initiatives and evolving cybersecurity requirements are driving faster adoption of Public Cloud-managed LAN and accelerating Campus NaaS market growth.
Dell’Oro Group reports data center semiconductor revenue surged 116 percent as AI infrastructure expansion, memory inflation, and accelerator deployments boosted demand. Learn more
