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.
5-Year Forecast: Enterprise Network Spending on Campus Switches to Grow nearly Three percent CAGR from 2020 to 2025, Despite the Pandemic
Dell’Oro Group just published the latest edition of the Ethernet Campus Switch market 5-year forecast report. Our current forecast shows that the campus switch market will decline only for one year (in 2020) at 2%, and then go back to growth in 2021. We projected the CAGR to grow nearly three percent through 2025.
5-Year Forecast: Service Provider Router Market Growth Fueled by 400 Gbps and 5G Technologies
The Service Provider Router market—which includes Core, Edge, and Aggregation segments—held up reasonably well in 2020 despite the macroeconomic turmoil caused by the COVID-19 pandemic. Large-scale network operators, whether they be telecom, cable MSO, or cloud service providers, pulled back on some infrastructure investments, but on the whole, continued to add capacity to their networks to meet the expanding traffic loads. The worldwide SP Router market declined just one percent in 2020.
5 Year Forecast: Advances in Server Architecture Projected to Lift Data Center Capex by Six Percent by 2025
In our latest forecast published in January 2021, the worldwide capex on data center infrastructure is projected to increase at a 7% compound annual growth rate (CAGR) from 2020 to 2025 to $278 billion. We anticipate the growth of data center capex to vary depending on the customer segment. The Cloud will continue to gain share over enterprise/on-premise data center deployments, with COVID-19 accelerating Cloud adoption to some extent. Edge computing deployed over Telco networks could emerge near the tail end of the forecast period.
5-Year Forecast: Data Center Switch Market to Grow nearly Six percent CAGR from 2020 to 2025
We just published the latest edition of our 5-year forecast for the data center switch market. Six months ago, when we published our July 5-Year forecast, we predicted that the data center switch market will be for the most part resilient to the pandemic. We also explained that most of the downward adjustment relative to our January 2020 Pre-pandemic forecast was driven by the non-Cloud segments, which include enterprises as well as Telco Service Providers (SPs). In the meantime, our July 2020 forecast for the Cloud segment showed only a slight downward revision relative to our pre-pandemic January forecast.
5-Year Forecast: Mobile Core Network Market Revenues to Approach $60B from 2021 and 2025
Dell’Oro Group published a January 2021 Mobile Core Network market five-year forecast report The Mobile Core Network (MCN) market’s cumulative manufacturing revenues are expected to approach $60 B from 2021 to 2025. The first 5G
5-Year Forecast: Network Security Market to Grow 10 Percent CAGR
We just published the latest edition of our 5-year forecast for the Network and Security and Data Center Appliance (NSDCA) Market that spans Firewalls, Secure Web Gateways, Email Security, IDS/IPS, Application Delivery Controllers, and Web Application Firewalls. A year ago, we debated the effects of the US and China relationship and Brexit on the market, but this year all attention is on the COVID-19 pandemic. The pandemic is reverberating through the market with both near-term and long-term consequences.
5-Year Forecast: Broadband Spending to Remain Strong Through 2025
Global spending on broadband access equipment and CPE is expected to drop only 2% in 2020, a significant improvement from our July 2020 forecast, which anticipated spending dropping by 7% in 2020. The combination of significant residential subscriber growth and increased capacity utilization rates noted by global broadband providers nearly offset the negative impacts of trade tussles, component shortages, and labor limitations
5-Year Forecast: Demand for Optical Transport Equipment Rising
Dell’Oro Group published an update to the Optical Transport Five-Year Forecast report in January 2021. Learn more
5-Year Forecast: Microwave Transmission & Mobile Backhaul Transport Growth Projected
Dell’Oro Group published an update to the Microwave Transmission & Mobile Backhaul Transport Five-Year Forecast report in January 2021. Here are some key takeaways from the report… read more
