Latest news with #Dell'OroGroup
Business News Wales
24-07-2025
- Business
- Business News Wales
AI Market 'On the Brink of a Seismic Shift'
Institutional investors and wealth managers believe that the artificial intelligence (AI) market is on the brink of a seismic shift. This is according to a new global survey of pension funds, insurance asset managers, family offices and wealth managers with combined assets under management of $1.183 trillion, where nearly all (99%) of respondents say they agree with this view. The study was commissioned by fund manager Robocap – the leading investor in robotics, automation and AI listed stocks – whose Robocap UCITS Fund has delivered compound annualised net returns (CAGR) of 13.82% and a net return of 242% since its inception. More than a quarter (28%) of investors and wealth managers surveyed strongly agree that groundbreaking advances in computer power, big data and next gen models will cause an explosion of investment in AI-driven automation, precision medicine, autonomous systems, and ethical AI governance, and almost three quarters (71%) slightly agree with this view. Dell'Oro Group forecasts AI has the potential to generate more than a trillion dollars annually in AI-related infrastructure spending in cloud and enterprise data centres over the next four years, with worldwide data centre capex projected to grow at a 24% compound annual growth rate (CAGR) by 2028. The research finds that more than half (55%) of survey respondents expect the AI market to reach a global market size of between $2.53 trillion and $3 trillion by 2033, while 44% say it will reach around $2.53 trillion. Meanwhile Boston Consulting Group estimate the global robotics market is expected to be valued at between $160 billion to $260 billion by 2030.4 Almost half (49%) of professional investors and wealth managers surveyed believe the robotics market will be worth between $385 billion and $390 billion by 2033; 42% say between $383 billion and $385 billion; 5% around $383.89 billion; and 4% say between $390 billion and $400 billion. Despite strong predictions for market growth globally, 35% of institutional investors and wealth managers questioned strongly agree and 65% slightly agree that regulation in the UK and EU around AI and robotics is too stringent which has curtailed creativity and innovation. This compares to other markets such as the US and China where more relaxed legislation has been to the benefit of leading AI and robotics companies based there. While believing regulation has stifled AI and robotics in the UK, respondents to the survey expressed some concern about these markets. Eight out of ten investors surveyed are concerned about privacy and data security, while nearly three-quarters (71%) are worried about technological vulnerabilities and potential for AI to be hacked or manipulated highlighting the growing importance of cyber security. Two-thirds of respondents say they are most concerned about autonomous AI systems making decisions without human intervention, while 61% are focused on the potential for job displacement and a negative impact on employment. A further 59% are concerned about the ethical implications and potential misuse of AI; 58% believe the technology could be adversely used for surveillance or control purposes; 45% are concerned about the unintended consequences and unforeseen risks of AI deployment; 42% are focused on the uncertain long-term societal impacts of AI; and nearly one-fifth (18%) have concerns about the potential for AI to outperform or surpass human capabilities. Jonathan Cohen, Founder and CIO at Robocap, said: 'We have already seen huge growth in the AI and robotics sectors and given the major advances in computing power, big data and AI models, so we agree there will be an explosion in investment in the next decade. The AI and robotics investment universe is growing all the time, and requires the full attention of an investment team who are specialised in this rapidly expanding area.'
Malaysian Reserve
24-07-2025
- Business
- Malaysian Reserve
Broadband Equipment Spending to $20.1 B in 2028 on Accelerated Fiber Deployments, According to Dell'Oro Group
Rising AI Applications and Use Cases Shift Focus to Throughput, Latency, and Jitter REDWOOD CITY, Calif., July 24, 2025 /PRNewswire/ — According to a newly published report by Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, the Broadband Access Equipment market is forecasted to grow at an average annual rate of 1.6 percent from 2024 to 2029, with total revenue peaking in 2028, driven by ongoing DOCSIS 4.0 and fiber expansion by cable and fiber ISPs. The forecast has increased from January due to an expected rise in fiber homes passed. 'We continue to see broadband providers balance ongoing expansion of their networks while also deploying platforms that will allow them to deliver service convergence and customized broadband applications, while also incorporating AI and automation tools,' said Jeff Heynen, Vice President at Dell'Oro Group. 'Though market presence in the form of homes passed remains today's priority, future success will be all about delivering customized service tiers based on attributes beyond speed,' added Heynen. Additional highlights from the Broadband Access & Home Networking 5-Year July 2025 Forecast Report: PON equipment revenue is expected to grow from $10.7 B in 2024 to $12.6 B in 2029, driven largely by XGS-PON deployments in North America, EMEA, and CALA, as well as FTTR (Fiber to the Room) and 50 Gbps deployments in China. Revenue for Cable Distributed Access Equipment (Virtual CCAP, Remote PHY Devices, Remote MACPHY Devices, and Remote OLTs) is expected to peak at $1.2 B in 2028, as operators continue their DOCSIS 4.0 and early fiber deployments. Revenue for Fixed Wireless CPE is expected to peak in 2025 and 2026, dominated by shipments of 5G sub-6 GHz and a growing number of 5G millimeter wave units. Revenue for Wi-Fi 7 residential routers and broadband CPE with WLAN will reach $8.6 B by 2029, as the technology is rapidly adopted by consumers and service providers alike. About the ReportThe Dell'Oro Group Broadband Access & Home Networking 5-Year Forecast Report provides a complete overview of the Broadband Access market with tables covering manufacturers' revenue, average selling prices, and port/unit shipments for PON, Cable, Fixed Wireless, and DSL equipment. Covered equipment includes Converged Cable Access Platforms (CCAP), Distributed Access Architectures (DAA), DSL Access Multiplexers (DSLAMs), PON Optical Line Terminals (OLTs), Customer Premises Equipment ([CPE] for Cable, DSL, PON, Fixed Wireless), along with Residential WLAN Equipment, including Wi-Fi 6E and Wi-Fi 7 Gateways and Routers. For more information about the report, please contact dgsales@ About Dell'Oro GroupDell'Oro Group is a market research firm that specializes in strategic competitive analysis in the telecommunications, security, enterprise networks, and data center infrastructure markets. Our firm provides in-depth quantitative data and qualitative analysis to facilitate critical, fact-based business decisions. For more information, contact Dell'Oro Group at +1.650.622.9400 or visit
Yahoo
24-07-2025
- Business
- Yahoo
Broadband Equipment Spending to $20.1 B in 2028 on Accelerated Fiber Deployments, According to Dell'Oro Group
Rising AI Applications and Use Cases Shift Focus to Throughput, Latency, and Jitter REDWOOD CITY, Calif., July 24, 2025 /PRNewswire/ -- According to a newly published report by Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, the Broadband Access Equipment market is forecasted to grow at an average annual rate of 1.6 percent from 2024 to 2029, with total revenue peaking in 2028, driven by ongoing DOCSIS 4.0 and fiber expansion by cable and fiber ISPs. The forecast has increased from January due to an expected rise in fiber homes passed. "We continue to see broadband providers balance ongoing expansion of their networks while also deploying platforms that will allow them to deliver service convergence and customized broadband applications, while also incorporating AI and automation tools," said Jeff Heynen, Vice President at Dell'Oro Group. "Though market presence in the form of homes passed remains today's priority, future success will be all about delivering customized service tiers based on attributes beyond speed," added Heynen. Additional highlights from the Broadband Access & Home Networking 5-Year July 2025 Forecast Report: PON equipment revenue is expected to grow from $10.7 B in 2024 to $12.6 B in 2029, driven largely by XGS-PON deployments in North America, EMEA, and CALA, as well as FTTR (Fiber to the Room) and 50 Gbps deployments in China. Revenue for Cable Distributed Access Equipment (Virtual CCAP, Remote PHY Devices, Remote MACPHY Devices, and Remote OLTs) is expected to peak at $1.2 B in 2028, as operators continue their DOCSIS 4.0 and early fiber deployments. Revenue for Fixed Wireless CPE is expected to peak in 2025 and 2026, dominated by shipments of 5G sub-6 GHz and a growing number of 5G millimeter wave units. Revenue for Wi-Fi 7 residential routers and broadband CPE with WLAN will reach $8.6 B by 2029, as the technology is rapidly adopted by consumers and service providers alike. About the ReportThe Dell'Oro Group Broadband Access & Home Networking 5-Year Forecast Report provides a complete overview of the Broadband Access market with tables covering manufacturers' revenue, average selling prices, and port/unit shipments for PON, Cable, Fixed Wireless, and DSL equipment. Covered equipment includes Converged Cable Access Platforms (CCAP), Distributed Access Architectures (DAA), DSL Access Multiplexers (DSLAMs), PON Optical Line Terminals (OLTs), Customer Premises Equipment ([CPE] for Cable, DSL, PON, Fixed Wireless), along with Residential WLAN Equipment, including Wi-Fi 6E and Wi-Fi 7 Gateways and Routers. For more information about the report, please contact dgsales@ About Dell'Oro GroupDell'Oro Group is a market research firm that specializes in strategic competitive analysis in the telecommunications, security, enterprise networks, and data center infrastructure markets. Our firm provides in-depth quantitative data and qualitative analysis to facilitate critical, fact-based business decisions. For more information, contact Dell'Oro Group at +1.650.622.9400 or visit View original content to download multimedia: SOURCE Dell'Oro Group
Yahoo
17-06-2025
- Business
- Yahoo
Hyperscale Blackwell and Custom Accelerator Rollouts Drive 53 Percent Data Center Capex Growth in 1Q 2025, According to Dell'Oro Group
Sixth Straight Quarter of Double-Digit Growth Despite Tariff Uncertainties REDWOOD CITY, Calif., June 17, 2025 /PRNewswire/ -- 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 of double-digit annual growth. This growth streak continues to be propelled by hyperscale cloud service providers ramping investments in AI infrastructure, particularly from deployments of servers powered by NVIDIA's Blackwell GPU and custom accelerators. "AI infrastructure continues to drive hyperscale capex, with strong demand for NVIDIA Blackwell-based servers and custom accelerators," said Baron Fung, Sr. Research Director at Dell'Oro Group. "The Top 4 US cloud service providers continue to raise capex levels as part of a multi-year investment cycle. Tariff-related uncertainties are not expected to materially alter hyperscaler spending plans given their diversified global supply chains. Despite some project cancellations by US cloud providers, overall capex remains on track, with hyperscalers adjusting capacity rather than cutting investments. Enterprises, facing tighter budgets and tariff-related risks, are more cautious, prompting slight downward revisions to their capex forecasts. Meanwhile, the Tier 2 cloud segment—led by emerging GPUaaS providers—is expected to see the fastest growth in 2025 and beyond," explained Fung. Additional highlights from the 1Q 2025 Data Center IT Capex Quarterly Report: Global data center is projected to rise by 30 percent in 2025, with sustained demand on AI infrastructure and a broader recovery in general-purpose infrastructure for servers and networking. High-end accelerated servers projected to account for over one-third of the total data center capex in 2025. Dell led OEM server revenue share in 1Q 2025, followed by HPE, and IEIT Systems. Most of the OEMs benefited from strong demand in AI servers, although shipments of the NVIDIA NVL72 platform remain limited outside of the hyperscale market. White-box vendors accounted for more than 60 percent of the server market on the strength of hyperscale AI server deployments, particularly on the NVL72 platform. About the Report Dell'Oro Group's Data Center IT Capex Quarterly Report details the data center infrastructure capital expenditures of each of the ten largest Cloud service providers, as well as the Rest-of-Cloud, Telco, and Enterprise customer segments. Allocation of the data center infrastructure capex for general-purpose and accelerated servers, storage systems, and other auxiliary data center equipment is provided. The report also discusses market trends, drivers of the leading Cloud service providers' capex growth during the quarter, and the outlook for the next year. To purchase this report, please contact us at dgsales@ About Dell'Oro Group Dell'Oro Group is a market research firm that specializes in strategic competitive analysis in the telecommunications, security, enterprise networks infrastructure, and data center markets. Our firm provides in-depth quantitative data and qualitative analysis to facilitate critical, fact-based business decisions. For more information, contact Dell'Oro Group at +1.650.622.9400 or visit View original content to download multimedia: SOURCE Dell'Oro Group Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
11-06-2025
- Business
- Yahoo
Broadband Access Equipment Revenue Declines 8 Percent Due to Soft China Market While EMEA Shines, According to Dell'Oro Group
Residential Wi-Fi 7 Router Shipments Increased 1341 Percent Y/Y, Driven by Lower-Cost Dual-Band Units REDWOOD CITY, Calif., June 11, 2025 /PRNewswire/ -- According to a recently published report from Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, total global revenue for the Broadband Access equipment market decreased to $4.4 B in 1Q 2025, down 8 percent Q/Q but flat year-over-year (Y/Y). All eyes are on the second quarter, as the impact of tariffs and the potential for a global slowdown in macroeconomic growth will likely be seen then in terms of shipments and revenue. "Despite a high level of uncertainty about the global macroeconomic environment, broadband service providers in North America and EMEA continue to move forward with their fiber expansion plans, as evidenced by solid purchases of new OLT ports in both regions this quarter," said Jeff Heynen, Vice President with Dell'Oro Group. "On the flip side, cable operators dramatically reduced their spend on new Remote PHY Devices (RPDs), as they await new units that support a unified approach to DOCSIS 4.0," explained Heynen. Additional highlights from the 1Q 2025 Broadband Access and Home Networking quarterly report: Spending on 5G Fixed Wireless CPE reached another record high this quarter, as operators in the US, India, and a growing list of markets continue to expand their Fixed Wireless Access subscribers. Spending on DOCSIS infrastructure declined 34 percent from 4Q 2024, due almost exclusively to a 62 percent sequential decline in spending on RPDs. PON ONT unit shipments were up 1 percent Y/Y, marking the fifth consecutive quarter of Y/Y growth, as fiber ISPs focus on adding subscribers and increasing take rates. About the ReportThe Dell'Oro Group Broadband Access and Home Networking Quarterly Report provides a complete overview of the Broadband Access market with tables covering manufacturers' revenue, average selling prices, and port/unit shipments for Cable, DSL, and PON equipment. Covered equipment includes Converged Cable Access Platforms (CCAP) and Distributed Access Architectures (DAA); Digital Subscriber Line Access Multiplexers [DSLAMs] by technology VDSL, VDSL Profile 35b, and PON Optical Line Terminals (OLTs), Cable, DSL, and PON CPE (Customer Premises Equipment); Fixed Wireless Access (FWA) CPE; and Residential WLAN Equipment, including Mesh Routers. For more information about the report, please contact dgsales@ About Dell'Oro GroupDell'Oro Group is a market research firm that specializes in strategic competitive analysis in the telecommunications, security, enterprise networks, data center infrastructure, and network security markets. Our firm provides in-depth quantitative data and qualitative analysis to facilitate critical, fact-based business decisions. For more information, contact Dell'Oro Group at +1.650.622.9400 or visit View original content to download multimedia: SOURCE Dell'Oro Group
