New Dell’Oro Group research finds CNAPP spending accelerating as enterprises standardize cloud governance, prioritize deployment visibility, and evaluate vendors on operational efficiency and integrated risk workflows.
Dell’Oro Group forecasts the data center liquid cooling market to reach $7B by 2029, as AI workloads push air cooling beyond limits and make liquid cooling a deployment requirement globally. Explore more:
Worldwide data center capital expenditures jumped 59% year-over-year in 3Q 2025 as hyperscalers broaden AI investments across accelerated compute, general-purpose servers, and supporting infrastructure globally.
Global data center server and storage component revenue surged 40% year-over-year in 3Q 2025, led by AI accelerators, hyperscaler demand, HBM and storage shipments worldwide.
Ethernet data center switch sales reached a record in 3Q25, fueled by AI back-end networks, strong front-end demand, and adoption across cloud providers and enterprises.
