Press Release - The AI growth cycle for the Data Center Physical Infrastructure (DCPI) market started in 2Q 2024. Surging orders drove DCPI vendor backlogs higher again, according to the recent report: delloro.com/news/the-ai-gr… #datacenterphysicalinfrastructure #AIworkloads

Dell'Oro Group: AI propels recovery in data center switch market fierce-network.com/newswire/dello…

Launching this September: Introducing our new #6G Advanced Research Report! Reach out to our sales team for more details. delloro.com/advanced-resea…

VP Sameh Boujelbene noted that while #InfiniBand leads the AI back-end market, @NVIDIA's Spectrum-X is a strong contender, with #Ethernet expected to surpass InfiniBand and exceed $10B in revenue by 2028. fierce-network.com/cloud/data-cen… via Fierce Network

The rebound arrives as heightened levels of malicious activity are targeting firewalls, the largest product segment in the market. Get exclusive analyst insights from our Senior Director, Mauricio Sanchez, at Cybersecurity Dive, shared with Matt Kapko . cybersecuritydive.com/news/network-s…

Dell’Oro Group’s 2Q24 report shows an 8% Y/Y decline in the global #Broadband #Access equipment market, driven by lower cable spending and a shift to Fixed Wireless. PON spending dropped, but Wi-Fi router upgrades increased. Learn more: delloro.com/news/broadband…

According to 2Q24 #WLAN report showed that the enterprise-class WLAN market saw a quarterly revenue increase, driven by accelerated #WiFi7 adoption and market share shifts, with Juniper Mist WLAN gaining ground amidst recovering demand. Learn more: delloro.com/news/wi-fi-7-s…

The AI Spending Spree, in Charts: Tech giants and investors are shoveling cash into artificial intelligence amid questions about whether it will pay off wsj.com/tech/ai/artifi… via The Wall Street Journal #datacentercapex #AIworkloads #aiinfrastructure

Press Release - Private Wireless RAN revenues up 24% in 2Q 2024. #Nokia, #Ericsson, #Samsung are top Private Wireless RAN suppliers outside China, according to the latest update on the Private Wireless September 2024 report: delloro.com/news/private-w… #PrivateWireless

Press Release - #SASE growth slows to 10% in 2Q24 as economic pressures weigh, according to the latest SASE & #SDWAN report. Enterprises shift focus from expansion to optimization, with a rebound anticipated in 2025. Learn more: delloro.com/news/sase-grow… #SSE #enterprisenetworks

Good growth, some scale, same vendors – 2024 private 5G sales, in review rcrwireless.com/20240917/priva… via RCR Wireless News

Press Release - #AI infrastructure race drives #GPUs and accelerators to $54 Billion in 2Q24, according to the latest Data Center IT #Semiconductors & Components report. General-purpose computing component revenues also soared, learn more: delloro.com/news/ai-infras…

You can still register for the Building Sustainable AI #DataCenter Networks webinar with Light Reading, Dell'Oro Group, & Spirent. Join experts as they explore the future of #AI data centers & the importance of efficiency in high-speed #Ethernet networks. okt.to/wKMcOU

Are you attending #TEF24? Well be sure to check out, "An Insider’s Look at the Ethernet Alliance Technology Exploration Forum" for all of the information to convince you to #register or update you on the program ahead! #VoiceOfEthernet bit.ly/TEF_Blog

Press Release - #Ethernet Campus Switch revenues plunge by 30% in 2Q24; #Huawei gains share amidst market decline, according to the latest Ethernet Campus Switch report: delloro.com/news/ethernet-… #EnterpriseNetworks #CampusEthernet

Juniper's announcement includes new campus EX switches and Mist Wi-Fi 7 access points. networkworld.com/article/353214…

Dell'Oro: Private networks are a $20B+ opportunity fierce-network.com/wireless/dello…

In his latest blog, analyst Jeff Heynen discusses how telcos are aggressively positioning themselves to challenge cable operators by expanding their #Broadband services, using #fiber and #FWA to capture more subscribers and drive future growth. delloro.com/us-telcos-bett…

New blog update: Global telecom equipment revenue dropped 17% in 1H24. Explore key trends and insights. Read more! #TelecomTrends delloro.com/1h24-worldwide…

Dell'Oro Group's latest report: Ethernet Campus Switch revenues declined for the third straight quarter in 2Q24, but a rebound is expected by 4Q24. delloro.com/news/ethernet-… #enterprisenetworks #EthernetSwitchCampus Sian Morgan