AI back-end switch spending is forecast to approach $1 trillion from 2026 to 2030, as scale-up networking becomes the market’s largest segment globally by decade-end. Read more:
Dell’Oro Group forecasts the High End Router and Aggregation Switch market will reach $19 billion by 2030, driven primarily by rapidly expanding AI infrastructure worldwide. Read more:
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.
