Zscaler’s Bold SD-WAN Gamble: Pioneering or Risking Enterprise Connectivity?
In this blog, Senior Research Director Mauricio Sanchez illustrates Zscaler’s ability to adapt and respond to market dynamics. He emphasizes the company’s pivotal role as a single-vendor Secure Access Service Edge (SASE) provider, highlighting its transformative impact and challenge to the established norms in the SD-WAN arena.
How the HPE-Juniper Acquisition Will Change the Enterprise Market
This blog highlight the complexities and considerations involved in HPE’s acquisition of Juniper Networks and its potential impact on the competitive landscape in the enterprise networking market.
Microwave Transmission Market – From One Cycle to the Next
In Dell’Oro Group’s January 2024 update to the Microwave Transmission & Mobile Backhaul Transport Five-Year Forecast report (2023-2028), a mixed outlook emerges. Here are some good news and bad news. Let’s delve into the highlights of these contrasting trends
High End Router Market–2024 and Beyond
We just wrapped up our semi-annual Router Five Year Forecast report. In this latest blog from Vice President Jimmy Yu, he provide insights into both the short-term challenges and long-term opportunities within the router market.
What to expect from RAN in 2024
In 2024, the prospect of being the most exhilarating year for RAN revenue growth is unlikely. Analyst Stefan Pongratz shares the top trends in the RAN market.
Is 2024 the Year Traditional Firewalls and Branch Access Routing Die and SASE (SD-WAN+SSE) Takes Over?
In this blog, analyst Mauricio Sanchez will examine if traditional firewalls yield to SASE, analyze how network security evolves amid SSE and SD-WAN advancements reveals dynamic market interactions.
Data Center Infrastructure—a Look into 2024
In 2024, the Data Center IT Capex report anticipates double-digit growth in data center capex, focusing on accelerated computing for AI workloads. In the blog, analyst Baron Fong delves into an evaluation of the data center infrastructures predictions, emphasis on server efficiency and cost control expected.
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.
Ethernet Campus Switch Market—A Look into 2024
The recent blog by Sameh Boujelbene anticipates a correction in the 2024 Campus Switch Market, discusses the potential impact of the HPE/Juniper acquisition on innovation, and highlights the increasing role of AI in market competition.
Enterprise Class Wireless LAN—The Market Will Shift in 2024
Expect a transformation in the WLAN market for 2024. While 2023 experienced a temporary slowdown, it revealed growth highlights: Wi-Fi expanding into the 6 GHz band and the rise of AIOps and network automation. Delve into the top 4 trends in WLAN and Campus NaaS markets.
