Worldwide Telecom Capex to Drop 7 Percent by 2025, According to Dell’Oro Group
|Dell’Oro Group Launches New Coherent Optics Advanced Research Report
|Generative AI Drives Accelerator Market to Triple-Digit Growth in 2Q 2023, According to Dell’Oro Group
|Data Center Physical Infrastructure Market Up 15 Percent in 2Q 2023 as Vendor Backlogs Continue to Grow, According to Dell’Oro Group
|“The DCPI market has blown past our already elevated expectations in 1H 2023. Sales growth has been notably strong, but what has been most surprising is the strength in new orders which pushed vendor backlogs to record highs at the end of 2Q 2023,” said Lucas Beran, Research Director at Dell’Oro Group.
Virtual Firewall Revenue Up 51 Percent While High-End Firewall Revenue Fell Off a Cliff in 2Q 2023, According to Dell’Oro Group
|“The bust of high-end data center class firewalls during the depths of the pandemic was followed by an accelerated pace of investment. We believe this trend is ending as service providers and large enterprises pause their investments,” said Mauricio Sanchez, Sr. Research Director, Enterprise Networking and Security at Dell’Oro Group.
