6G RAN to Approach $30 B by 2033, According to Dell’Oro Group
|“Some skepticism is warranted. After all, operators invested over $2 trillion in wireless capex between 2010 and 2023 to build out 4G and 5G, yet revenues remain flat,” said Stefan Pongratz, Vice President of RAN and Telecom Capex research at Dell’Oro Group. “Looking ahead, operators will need to optimize their spectrum roadmaps to address various data traffic scenarios…
Telecom Capex Down 10 Percent in 1H24, According to Dell’Oro Group
|“The high-level message is clear. The flattish revenue trajectory and the difficulties with monetizing new technologies and opportunities are impacting the risk appetite and willingness to raise the capital intensity levels for extended periods,” said Stefan Pongratz, Vice President for RAN and Telecom Capex research at Dell’Oro Group
Accelerated Servers Propelled Data Center Capex to 46 Percent Growth in 2Q 2024, According to Dell’Oro Group
|Ethernet Campus Switch Revenues Plunge by 30 Percent in 2Q 2024, According to Dell’Oro Group
|AI Infrastructure Race Drives GPUs and Accelerators to $54 Billion in 2Q 2024, According to Dell’Oro Group
|“Server and storage system component revenues surged 127 percent year-over-year in 2Q 2024, reaching a new peak. This growth was propelled by accelerators, such as GPUs and custom accelerators, HBMs, and Ethernet adapters for generative AI applications,” said Baron Fung, Senior Research Director at Dell’Oro Group.
