AI Investments Not Enough to Offset Hyperscale Digestion Cycle, Cloud Capex Down 2 Percent in 2Q 2023, According to Dell’Oro Group
|“Despite recent heightened investments towards AI infrastructure, hyperscale cloud capex has been decelerating as some of the major cloud service providers are overdue for a capex digestion cycle and have been optimizing their spending on general-purpose infrastructure,” said Baron Fung, Sr. Research Director at Dell’Oro Group.
Supply Constraint Easing and Higher Price Points Boost Campus Switch Market Up 60 Percent in 2Q 2023, According to Dell’Oro Group
|SASE Market Sizzles with 38 Percent Revenue Growth in 2Q 2023 and Topped $2 Billion for the First Time, According to Dell’Oro Group
|SP Router Market Jumps 16 Percent with Record Revenue Growth in 2Q 2023, According to Dell’Oro Group
|ShareEMEA and China Markets Bounced Back REDWOOD CITY, Calif. – September 8, 2023 – According to a recently published report by Dell’Oro Group, the trusted source for market information about the telecommunications, security, networks, and
