Data Center Capex to Grow 20 Percent in the Next Four Quarters, According to Dell’Oro Group
|Cloud-Delivered Secure Web Gateways Achieve Over 40 Percent Growth in 2Q 2021, According to Dell’Oro Group
|Data Center Switch Demand Exceeding Supply, Component Shortage Looms, According to Dell’Oro Group
|Amazon and Microsoft Propelled the Smart NIC Market by 51 Percent in 2Q 2021, According to Dell’Oro Group
|“Amazon and Microsoft increased their server deployments compared to the prior quarter, which in turn lifted the Smart NIC market,” said Baron Fung, Research Director at Dell’Oro Group. “These two Cloud service providers, which commands more than 80 percent of the Smart NIC market by revenue, have scaled their internally developed Smart NICs with their Cloud server deployments.
Accelerating Fiber Deployments Fuel 7 Percent Y/Y Growth for Broadband Equipment, According to Dell’Oro Group
|“Fiber buildouts for residential, business, and mobile transport applications show no signs of slowing,” noted Jeff Heynen, Vice President, Broadband Access and Home Networking at Dell’Oro Group. “Despite supply chain constraints and increased costs, operators continue to prioritize spending on their broadband access networks,” explained Heynen.
