AI Infrastructure Race Drives GPUs and Accelerators to $54 Billion in 2Q 2024, According to Dell’Oro Group
|“Server and storage system component revenues surged 127 percent year-over-year in 2Q 2024, reaching a new peak. This growth was propelled by accelerators, such as GPUs and custom accelerators, HBMs, and Ethernet adapters for generative AI applications,” said Baron Fung, Senior Research Director at Dell’Oro Group.
SASE Growth Slows to 10 Percent in 2Q 2024 as Economic Pressures Weigh, According to Dell’Oro Group
|“While the SASE market has felt the effects of economic uncertainty, the fundamentals remain strong,” said Mauricio Sanchez, Sr. Director, Enterprise Security and Networking at Dell’Oro Group. “We anticipate a rebound in the coming year as enterprises shift from short-term caution to longer-term investment in cloud-based security and networking solutions.
Private Wireless RAN Revenues up 24 percent in 2Q 2024, According to Dell’Oro Group
|The AI Growth Cycle for the Data Center Physical Infrastructure Market Started in 2Q 2024, According to Dell’Oro Group
|Cloud-Native Network Security Up 17 Percent, Hardware Down 2 Percent as Network Security Market Hits $5.9 B in 2Q 2024, According to Dell’Oro Group
|“The Network Security market’s performance in 2Q 2024 reaffirms the enduring shift towards cloud-centric architectures. The firewall segment serves as a microcosm of this transformation. While overall firewall revenue grew modestly at 2 percent, virtual firewalls surged by 22 percent as physical firewall sales struggled…” said Mauricio Sanchez, Sr. Director, Enterprise Security and Networking at Dell’Oro Group.
