“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.
“The remarkable rise of SaaS and virtual network security solutions has fundamentally reshaped enterprise cybersecurity strategies, creating a dynamic where hardware now trails cloud-based innovation,” said Mauricio Sanchez, Sr. Director, Enterprise Security and Networking at Dell’Oro Group.
The refresh to Wi-Fi 6E and Wi-Fi 7 is driving the current growth. Huawei and H3C dominated the early Wi-Fi 7 market, but in 4Q 2024 we recognized enterprise-class Wi-Fi 7 sales from over 11 vendors,” said Siân Morgan, Research Director at Dell’Oro Group
