About the Author
Baron Fung joined Dell’Oro Group in 2017. Since joining the firm, Mr. Fung has significantly expanded our coverage on data center infrastructure, with an emphasis on cloud service provider capex, and server technology, and vendor trends. In addition, Mr. Fung built and launched coverage of Smart NICs and is responsible for the Data Center IT Capex, Data Center IT Semiconductors & Components, Ethernet Adapter & Smart NIC, and Telecom Server market research programs. Mr. Fung’s research and analysis have been widely cited in business publications such as Barron's, Data Center News Asia, Data Center Dynamic, eWeek, Fierce Telecom, Markets Insider, The Financial Examiner, The Register, Wall Street Journal. Mr. Fung has appeared as an invited speaker at investor conferences.
