Dell’Oro: Surging Demand for AI Infrastructure
The on-going AI expansion cycle drove the server and storage component market to 62 percent year-over-year growth in 1Q 2025, according to a new report from Dell'Oro Group. The surging...
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Dell’Oro: Ethernet Data Center Switch Market Surges 40% in Q1 2025
Ethernet Data Center Switch sales surged over 40 percent in the first quarter of 2025, marking the strongest growth since we began separately tracking the market in 2013 and breaking...
Dell’Oro: High-End Router Market Rebounds with 10% Growth
The global High-End Router market returned to year-over-year growth in Q1 2025, ending a prolonged downturn that began in Q3 2023, according to a new report from Dell'Oro Group. Market...
Dell’Oro: Optical Transport Demand Up 24% in N America During 1Q25
The Optical Transport equipment market declined 1 percent year-over-year in 1Q 2025, according to a new report from Dell'Oro Group. However, due to the strong demand for data center interconnect...
Dell’Oro: Mobile Core Network Market Skyrockets in 1Q25
The Mobile Core Network (MCN) market skyrocketed to 32 percent year-over-year (Y/Y) growth in 1Q 2025, according to a new report from Dell'Oro Group. The China market led the way with a...
Seagate Warns AI Boom is Outpacing Data Center Sustainability Efforts
Seagate Technology has released its Decarbonizing Data report, calling for unified action across the data center ecosystem to address rising energy demands driven by AI workloads. The global survey highlights...
Google Cloud’s 2025 AI Infrastructure Report: Hybrid, Edge, & Cost-Efficient
Google Cloud’s newly released 2025 State of AI Infrastructure Report underscores a pivotal shift toward AI-native architectures that prioritize hybrid deployments, edge computing, and robust data governance. With 98% of surveyed organizations...
Crehan: Majority of DPU/SmartNIC Shipments Driven by Two Customers
The DPU/SmartNIC Ethernet market posted very strong growth in 2024, with annual revenues and shipments increasing by nearly 30%, according to a recent report from Crehan Research. Cloud service providers...
Dell’Oro: Private Wireless Stronger Than Expected
Private Wireless Radio Access Network (RAN) revenues ended 2024 stronger than expected, growing more than 40 percent, according to a new report from Dell'Oro Group.. "Private wireless is currently one...
Dell’Oro: Global Data Center CAPEX Surges
Global data center capex surged 51 percent to $455 billion in 2024, according to a new report from Dell'Oro Group. Accelerated servers optimized for AI training workloads deployed by the...
Dell’Oro: 5G Fixed Wireless CPE Unit Shipments Jump 24% in 2024
Total global revenue for the Broadband Access equipment market increased to $4.8 B in 4Q 2024, up 3 percent Q/Q and 5 percent year-over-year (Y/Y), according to a new report from Dell'Oro...
Dell’Oro: Ethernet Data Center Switch Sales Surge
Ethernet data center switch sales ended the year on a high note, with strong double-digit growth and a new sales record, according to a new report from Dell'Oro Group. Arista,...
Crehan: Spending Increases for Server-Class Ethernet NICs
Server-Class Ethernet NIC revenues increased by $2 billion in calendar-year 2024, according to the latest report from Crehan Research. The increase reflects a continuation in the trend of strong investment...
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