Meta’s Big Reveal at OCP 2021
Last week’s 2021 OCP (Open Compute Project) Global Summit marked its tenth anniversary. Fittingly, the vendor and partnership announcements were significant. Meta (formerly known as Facebook) once again dominated the show’s headlines with product, architecture, and partnership announcements that will have a far-reaching impact on switch vendors and component suppliers. In this blog, Sameh Boujelbene will investigate what to expect from the Meta’s key announcements at the OCP 2021. Read full blog.
Fiber Deployments Show No Signs of Slowing
The roadmap for fibre technologies and use cases continues to expand, along with the knowledge and implementation of best practices. Jeff Heynen, VP and analyst for Broadband Access & Home Networking research, discusses the two key trends that will continue to provide operators with strong incentives to deploy fibre and future-proof their networks for decades to come. Learn more…
Huawei MBBF 2021 Dubai RAN Key Takeaways
Huawei recently held its annual MBBF Forum. Although the capacity and revenue-related challenges are typically part of the main agenda, energy efficiency and green energy were also front and center at this year’s event. Below
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
Insights from GTC25: Evolution of GPU Compute Architecture
In a new analysis, Dell’Oro’s Baron Fung examines NVIDIA’s shift to rack-scale AI solutions, the rise of multi-die GPUs, and the power and interconnect challenges of scaling AI clusters. As AI compute density surges, innovations in liquid cooling, photonics, and distributed AI infrastructure will redefine data centers.
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.
