“With some of the larger fiber and 5G builds now in the past, the different risk profiles across the carrier spectrum become more pronounced,” said Stefan Pongratz, Vice President of RAN and Telecom Capex research at Dell’Oro Group.
“Private wireless is currently one of the more exciting RAN segments, partly because of the more favorable growth trajectory compared to the broader RAN market,” said Stefan Pongratz, Vice President at Dell’Oro Group.
“While NVIDIA GPU systems, primarily featuring the Hopper platform, and Blackwell in late 2024 were the primary drivers of growth, a broader range of accelerated systems has also emerged,” said Baron Fung, Senior Research Director at Dell’Oro Group.
“The SASE market is recalibrating after years of explosive growth, but the fundamental demand for integrated, scalable security and networking solutions remains strong,” said Mauricio Sanchez, Sr. Director, Enterprise Security and Networking at Dell’Oro Group.
“The top 10 hyperscalers accounted for more than half of global data center capex in 2024, driven largely by heightened investments in AI infrastructure,” said Baron Fung, Sr. Research Director at Dell’Oro Group.
