Dell’Oro: Data Center CAPEX Forecast Raised to 24% CAGR
Dell'Oro Group raised it data center capex forecast to a 24 percent compound annual growth rate (CAGR) by 2028 as a result of surging demand in AI-related data center infrastructure....
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Dell’Oro: AI Data Centers Drive Ethernet Adapter and Smart NIC Market
A new report from Dell'Oro Group projects the Ethernet Adapter and Smart NIC market to exceed $16 billion by 2028. We raised our market outlook significantly because of strong requirements...
Dell’Oro: Network Security Market to Hit $40B by 2028
The worldwide network security market, including firewall, SSE, traditional SWG appliance, WAF, and ADC segments, is expected to grow to nearly $40 B by 2028, according to a new report...
Dell’Oro: Optical Transport Equipment Market to Grow at 2 Percent CAGR
Due to customers pausing purchases as they digest excess inventory, the Optical Transport market is forecasted to grow 2 percent on average for the next five years due to a...
Dell’Oro: Front End Networks and Data Center Switch Sales
Ethernet data center switches deployed in non-accelerated infrastructure, or “Front-End Networks” are forecast to generate more than $100B in sales over the next five years, according to a new report...
Dell’Oro: AI buildouts expanding data center switch market by 50%
Spending on switches deployed in AI back-end networks is forecast to expand the Data Center Switch Market by 50 percent, according to a new report from Dell'Oro Group. Current data...
CoreSite’s 2024 State of the Data Center report
CoreSite has published its 2024 State of the Data Center Report, which explores the latest trends, strategies, and requirements in data centers and cloud computing. Now in its fifth year,...
SEMI: Global semiconductor equipment sales to hit record $109B in 2024
Global sales of semiconductor manufacturing equipment by original equipment manufacturers (OEMs) are forecasted to reach an unprecedented $109 billion in 2024, marking a 3.4% year-on-year growth, according to SEMI’s Mid-Year...
Milestone: Two billion 5G connections now in service
In the first quarter of 2024, the global adoption of 5G connections continued its steady climb, reaching nearly two billion with an addition of 185 million new connections, according to...
Dell’Oro: Insatiable Demand for GPUs and Accelerators
The server and storage component market grew 152 percent in 1Q 2024, reaching a new record, according to a new report from Dell'Oro Group. This rapid growth is primarily the...
Crehan Research: Fibre Channel host bus adapter market rebounds strongly
As the supply-constraint-driven enterprise server and storage inventory levels have started to normalize, the demand for Fibre Channel Host Bus Adapters (HBAs) – which provide the mission-critical networking for these...
Dell’Oro: Accelerated Servers accounted for over 50% of server sales
Accelerated servers equipped with GPUs and custom accelerators accounted for more than half of all server sales in 1Q 2024, according to a new report from Dell'Oro Group. Not only...
Dell’Oro: Data center physical infrastructure market slows in Q1
Data Center Physical Infrastructure (DCPI) revenue growth slowed to a mid-single-digit rate in 1Q 2024, as design shifts to support accelerated computing infrastructure and AI workloads need more time to...
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