Amazon, Meta, and Enterprise Spend to Drive Data Center Capex to 11 Percent Growth in 2024, According to Dell’Oro Group
|The Party Is Still On for the Campus Switch Market as Vendors Fulfill Backlogs, According to Dell’Oro Group
|Early AI Deployments Contribute to Data Center Physical Infrastructure Market in 3Q 2023, According to Dell’Oro Group
|The generative AI infrastructure story began with the NVDIA H100 in 1Q 2023, which has remained the industry barometer for AI adoption. End-users have utilized significant resources to obtain initial shipments of the costly and supply constrained GPU,” said Lucas Beran, Research Director at Dell’Oro Group.
Global Broadband Access Equipment Spend Plummets to a Two-Year Low, According to Dell’Oro Group
|Enterprises Can’t Get Enough SASE as Spending Grows 33 Percent in 3Q 2023, According to Dell’Oro Group
|Although other networking and security technology markets have started to show clear struggles in a volatile macroeconomic environment, enterprises know they need to continue to invest for the future that will have hybrid work and cloud-based applications as the norm, and for many, SASE is the right approach,” said Mauricio Sanchez, Sr. Research Director, Enterprise Networking and Security at Dell’Oro Group.
