Recent Data Center AI Innovations
Dell’Oro Group projects that the spend on accelerated compute servers targeted to artificial intelligence (AI) workloads will reach double-digit growth over the next five years, outpacing other data center infrastructure. An accelerated compute server equipped
Is Immersion Cooling the Answer to Data Center Sustainability?
Data center sustainability has become the most pressing issue in the data center industry, one in which data center physical infrastructure vendors believe they can play a critical role. As part of Dell’Oro Group’s upcoming Data Center Physical Infrastructure program, we will focus on technologies that enable sustainable data center growth. That’s why data center thermal management, which consumes 30% to 40% of a data center’s annual energy consumption, second only to compute, is the logical starting place…
Key Takeaways— 1H21 Total Enterprise Network Equipment Market
We’ve just wrapped up the 1H21 reporting period for Dell’Oro Group’s enterprise network equipment programs, which include campus switches, enterprise data center switches, enterprise routers, network security, and Wireless LAN. Enterprises include businesses of all sizes as well as government, education, and research entities. The equipment tracked in these programs can be used for wired or wireless data communication in private and secure networks.
Key Takeaways –1H21 Total Telecom Equipment Market
We just wrapped up the 1H21 reporting period for all the Telecommunications Infrastructure programs covered at Dell’Oro Group, including Broadband Access, Microwave & Optical Transport, Mobile Core & Radio Access Network (RAN), SP Router & Switch. The data contained in these reports suggest that the positive trends that characterized the broader telecom equipment market extended into the second quarter, even if the pace of the growth slowed somewhat between the first and the second quarter.
Power Utilities Are Turning to LTE/5G
Power generation is perhaps not the shiny object that comes to mind when suppliers and operators think about potential 5G game-changers. After all, Nokia estimates power generation accounts for approximately 0.4 percent of the global industrial site opportunity… In this blog, we will review the cellular power utility opportunity, the benefits of using LTE/5G, typical performance requirements for the electric power industry, and review progress with some of the early cellular electric utility adopters.
CPE Cost Declines Will Fuel 5G Fixed Wireless Deployments
The global demand for broadband service has resulted in an acceleration of interest among fixed and mobile operators alike to either expand their existing LTE or point-to-multipoint fixed wireless offerings or roll out early
5-Year Forecast: WLAN Market, In the Right Place at the Right Time
Dell’Oro Group published an update to the Wireless LAN market 5-Year Forecast report in July 2021. We lifted our forecast and resumed our pre-pandemic outlook that spending on Enterprise-class WLAN equipment over the next five years will approximate $40 B worldwide, resulting in a CAGR of high single digits.
The Value of Low-Band 5G
With 5G now proliferating rapidly across the globe and more operators adopt a multi-band based spectrum strategy including not just mid-band but also high-band and low-band spectrum, the timing is right to review the various 5G options, discuss the benefits with low-band spectrum, and assess the status with sub-1 GHz 5G NR deployments.
5-Year Forecast: Hyperscale and AI to Drive Server Access Speed to 100 Gbps and Beyond
In our latest forecast published in July 2021, revenue for the worldwide Ethernet controller and adapter market is projected to increase at a 4% compound annual growth rate (CAGR) from 2020 to 2025, reaching nearly $3.2 billion. The increase is partly driven by the migration to server access speed of 100 Gbps and higher.
5-Year Forecast: Server CPU Refresh, Accelerated Computing, and Edge Computing to Drive Future Data Center Spending
Dell’Oro published an update to the Data Center Capex 5-Year Forecast report in July 2021. Server spending is forecast to grow at a compound annual growth rate of 11 percent over five-year, comprising nearly half the data center capex by 2025.