AI Accelerator Revenues Soar 130 Percent in 3Q 2024, According to Dell’Oro Group
|Hyperscale Capex Surges 82 Percent in 3Q 2024, Fueled by AI Infrastructure Spending, According to Dell’Oro Group
|“Accelerated servers, mainly targeted for AI training workloads, have accounted for the majority of the spending among the US and Chinese hyperscalers year-to-date,” said Baron Fung, Sr. Research Director at Dell’Oro Group. “While NVIDIA GPU systems have been the dominant solution, especially for broader cloud and enterprise deployments…
Data Center Physical Infrastructure Market Gets AI Boost in 3Q 2024, According to Dell’Oro Group
|“The AI growth cycle for DCPI picked up steam in 3Q 2024. Top-line revenue growth for the DCPI market was comparable to the previous quarter, but the underlying product mix notably shifted towards products and systems with characteristics to support high-density accelerated computing workloads,” said Lucas Beran, Research Director at Dell’Oro Group.
Top Six SASE Vendors Own 72 Percent of $2.4 B 3Q 2024 Market, According to Dell’Oro Group
|“The SASE market is entering a new maturity phase,” said Mauricio Sanchez, Sr. Director, Enterprise Security and Networking at Dell’Oro Group. “As enterprises focus on trusted, integrated solutions during economic uncertainty, the largest vendors are capturing a growing share of investments, setting the stage for continued leadership and innovation.”
3Q 2024 Campus Switch Market Plummets Again, but Arista, NETGEAR and Ubiquiti Buck the Trend, According to Dell’Oro Group
|“Despite the dismal Y/Y comparisons in 3Q 2024, there are plenty of signs that recovery from digestion in the Ethernet Campus Switch Market is imminent. Arista, NETGEAR, and Ubiquiti each have different strategies to grow their market share, and they appear to be paying off,” said Siân Morgan, Research Director at Dell’Oro Group.
