Wi-Fi 7 takes center stage as global access point shipments soar
Despite soaring WLAN shipments, ongoing component crunches threaten longer lead times
News - Dell'Oro Group
The latest news on networking, cloud, and AI infrastructure
-
6G development to drive wireless capex to $500B by 2034: report
Dell'Oro projects global 6G spending to top $100B in RAN revenue
-
Ethernet dominates AI networking as switch sales double, but InfiniBand rebounds
Nvidia Vera Rubin shipments cause InfiniBand Sales to triple while 800G upgrades drive sales surges
-
Ericsson’s latest Cradlepoint wireless WAN device bridges connections, environments
The product launch also comes as growth across the broader private wireless WAN space slowed during the second half of 2025
-
Palo Alto Networks collects Koi in completed acquisition
With it, security giant claims new cybersecurity category: agentic endpoint security
-
Has telecom network capex peaked?
Two new analyst reports predict a slowdown ahead
-
Google Cloud closes Wiz acquisition, begins platform player brawl
Analysts point to $12.9B CNAPP proposition
-
Ethernet switch sales triple as hyperscale AI demand soars
Dell’Oro Group data shows Celestica, Nvidia, and Arista dominating hyper-competitive market to meet the relentless demand from the likes of Amazon and Meta
-
Huawei, Ciena, and Nokia lead $16B optical transport rebound as DCI surges
The market’s recovery was fueled largely by hyperscale cloud providers investing aggressively in DCI infrastructure
-
AI back-end networks to drive data center switch spending past $100B by 2030
Dell'Oro Group report sees Ethernet to prevail over InfiniBand in data center fabrics, even as proprietary technologies like UALink gain traction
-
Palo Alto Networks completes Chronosphere coup
Deal confirms observability all the rage in cybersecurity
-
PwC and Google Cloud latest to bolster AI security
Hyperscaler and 'big four' player extend partnership with SOC focus
-
Dell’Oro: Distributed cloud networking emerges as ‘the WAN for AI-era applications’
Analysts reveal DCN buyers are ‘moving beyond isolated upgrades’ and instead prioritizing architectural alignment
-
Nokia picks Pure Storage for telco cloud transitions
Data architect player to power Red Hat OpenShift for vendor
-
US forecast to lead surging global FWA market
Research firms predicting robust growth through the end of the decade
-
RAN market faces flat growth despite 5G push: Dell’Oro
Forecast suggests static revenue for RAN as the industry transitions from 5G coverage to capacity
-
AI-RAN to capture third of radio network market by 2029: Dell'Oro
Automation and 5G buildout won’t always be the only drivers of AI-RAN
-
Cisco, Palo Alto Networks drive single-vendor SASE surge
Dell'Oro Group reported a 17-percent Q1 market increase
-
Dell'Oro: Hyperscalers to account for half of data center spend by 2027, Edge to hit 8%
But overall growth means space for enterprises
-
Versa SASE slides into S-Net Communications
The service provider win comes as Versa is recognized as one of just three unified secure access service edge vendors
-
Is 800G enough to scare away the optical bogeyman?
"The old way of growing the bandwidth of fiber is going to be increasingly difficult," said Dell’Oro analyst Jimmy Yu.