Global data center capex surged 53% Y/Y in 1Q 2025, says Dell’Oro Group
According to a recently published report by Dell’Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, worldwide data center capex surged 53 percent year-over-year in 1Q 2025, marking the sixth consecutive quarter...
Trump likes O-RAN, even as Dell’Oro says multi-vendor dream is fading
Despite poor performance so far, Dell’Oro Group thinks O-RAN will have a near 25% share of the RAN market by 2029 Meanwhile, the Trump administration is planning to roll out O-RAN infrastructure with partners in the Pacific region Just...
Dell’Oro: Don’t expect 5G-Advanced to fuel a RAN resurgence
5G-Advanced won’t do much to advance the state of the ailing RAN market, Dell’Oro Group warned. Dell’Oro Group’s Radio access network (RAN) maven analyst Stefan Pongratz said that network upgrades to 5G-Advanced will not cause a major RAN revival. Even...
Flexential CEO warns network could be cloud’s next coveted resource
Network connectivity is a critical resource both within and between data centers Flexential’s CEO has his eye on what increased demand for network inside data centers means for transport Dark fiber could become a cloud bottleneck Land and power are two...