Latest news with #Dell'OroGroup
Yahoo
20-05-2025
- Business
- Yahoo
Dell'Oro Group Announces Appointment of New Research Director, Data Center Physical Infrastructure and Data Center Liquid Cooling
REDWOOD CITY, Calif., May 20, 2025 /PRNewswire/ -- Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, is pleased to announce the appointment of Mr. Alex Cordovil to the role of Research Director, Data Center Physical Infrastructure and Data Center Liquid Cooling, effective immediately. Mr. Cordovil brings over 20 years of experience, with the past five years in data center infrastructure solutions including power, cooling, IT management, and service. He also has over a decade of experience in strategy consulting, working for boutique to top-tier firms. Mr. Cordovil will lead the data center physical infrastructure analysis and data center liquid cooling, including power uninterruptible power supplies (UPS), power distribution, thermal management, and IT racks. "We are very pleased to have such a strong analytical person join our team," declared Tam Dell'Oro, Founder and CEO of Dell'Oro Group. "The way Mr. Cordovil thinks about complex topics and is able to organize them into simple concepts is commendable. His experience in data center power and cooling combined with his organizational skills will be highly beneficial for our clients, and fortifies our excellent data center analyst team," added Dell'Oro. "Having used Dell'Oro's invaluable data throughout my career, I'm now excited to contribute to producing the very research that industry leaders trust. At a time when the data center industry is experiencing a pivotal shift and its importance has never been greater, I look forward to collaborating with Dell'Oro's team of experts helping clients navigate today's turbulent world with indispensable insights," commented Mr. Cordovil. Prior to joining Dell'Oro Group, Mr. Cordovil held a role at Vertiv, working on strategy design and execution for Vertiv's partner ecosystem across data center power and cooling solutions. He was also a key contributor to the company's artificial intelligence (AI) strategy, developing thought leadership central to Vertiv's commercial efforts targeting AI opportunities. Prior to Vertiv, Mr. Cordovil spent approximately 15 years in consulting at Bain & Company, boutique consultancies, and independently. In these roles, he addressed a wide range of strategic and operational challenges. Mr. Cordovil holds a B.S. in Engineering from École Centrale Paris, where he received the prestigious Eiffel Excellence Scholarship, and a B.S. in Chemical Engineering from the University of São Paulo, ranking in the top five of over 100,000 applicants. He also earned a Master's in Modern and Contemporary Art with distinction from Christie's Education. About Dell'Oro Group Dell'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 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
20-05-2025
- Business
- Yahoo
Dell'Oro Group Announces Appointment of New Research Director, Data Center Physical Infrastructure and Data Center Liquid Cooling
REDWOOD CITY, Calif., May 20, 2025 /PRNewswire/ -- Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, is pleased to announce the appointment of Mr. Alex Cordovil to the role of Research Director, Data Center Physical Infrastructure and Data Center Liquid Cooling, effective immediately. Mr. Cordovil brings over 20 years of experience, with the past five years in data center infrastructure solutions including power, cooling, IT management, and service. He also has over a decade of experience in strategy consulting, working for boutique to top-tier firms. Mr. Cordovil will lead the data center physical infrastructure analysis and data center liquid cooling, including power uninterruptible power supplies (UPS), power distribution, thermal management, and IT racks. "We are very pleased to have such a strong analytical person join our team," declared Tam Dell'Oro, Founder and CEO of Dell'Oro Group. "The way Mr. Cordovil thinks about complex topics and is able to organize them into simple concepts is commendable. His experience in data center power and cooling combined with his organizational skills will be highly beneficial for our clients, and fortifies our excellent data center analyst team," added Dell'Oro. "Having used Dell'Oro's invaluable data throughout my career, I'm now excited to contribute to producing the very research that industry leaders trust. At a time when the data center industry is experiencing a pivotal shift and its importance has never been greater, I look forward to collaborating with Dell'Oro's team of experts helping clients navigate today's turbulent world with indispensable insights," commented Mr. Cordovil. Prior to joining Dell'Oro Group, Mr. Cordovil held a role at Vertiv, working on strategy design and execution for Vertiv's partner ecosystem across data center power and cooling solutions. He was also a key contributor to the company's artificial intelligence (AI) strategy, developing thought leadership central to Vertiv's commercial efforts targeting AI opportunities. Prior to Vertiv, Mr. Cordovil spent approximately 15 years in consulting at Bain & Company, boutique consultancies, and independently. In these roles, he addressed a wide range of strategic and operational challenges. Mr. Cordovil holds a B.S. in Engineering from École Centrale Paris, where he received the prestigious Eiffel Excellence Scholarship, and a B.S. in Chemical Engineering from the University of São Paulo, ranking in the top five of over 100,000 applicants. He also earned a Master's in Modern and Contemporary Art with distinction from Christie's Education. About Dell'Oro Group Dell'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
16-05-2025
- Business
- Yahoo
RAN Stabilizes in 1Q 2025, According to Dell'Oro Group
Ericsson, Nokia, Huawei, Samsung Rank Top 4 Vendors Outside of China REDWOOD CITY, Calif., May 16, 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, preliminary findings reveal that after two years of steep declines, market conditions improved in the quarter. Preliminary estimates show that worldwide Radio Access Network (RAN) revenue, excluding services, stabilized year-over-year, resulting in the first growth quarter since 1Q 2023. "We attribute the improved conditions to favorable regional mix and lighter comps, rather than a change to the fundamentals that shape this market," said Stefan Pongratz, Vice President for RAN market research at the Dell'Oro Group. "While it is exciting that RAN came in as expected and the full year outlook remains on track, the message we have communicated for some time now has not changed. The RAN market is still growth-challenged as regional 5G coverage imbalances, slower data traffic growth, and monetization challenges continue to weigh on the broader growth prospects," continued Pongratz. Additional highlights from the 1Q 2025 RAN report: Strong growth in North America was enough to offset declines in CALA, China, and MEA. The picture is less favorable outside of North America. RAN, excluding North America, recorded a fifth consecutive quarter of declines. Revenue rankings did not change in 1Q 2025. The top 5 RAN suppliers (4-Quarter Trailing) based on worldwide revenues are Huawei, Ericsson, Nokia, ZTE, and Samsung. The top 5 RAN (4-Quarter Trailing) suppliers based on revenues outside of China are Ericsson, Nokia, Huawei, Samsung, and ZTE. The short-term outlook is mostly unchanged, with total RAN expected to remain stable in 2025 and RAN outside of China growing at a modest pace. About the Report Dell'Oro Group's RAN Quarterly Report offers a complete overview of the RAN industry, with tables covering manufacturers' and market revenue for multiple RAN segments including 5G NR Sub-7 GHz, 5G NR mmWave, LTE, macro base stations and radios, small cells, Massive MIMO, Open RAN, and vRAN. The report also tracks the RAN market by region and includes a four-quarter outlook. To purchase this report, please contact us by email 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, 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 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
10-04-2025
- Business
- Yahoo
Worldwide Telecom Capex to Decline at a 2 percent CAGR, According to Dell'Oro Group
Capital Intensity to Reach 14 percent by 2027 REDWOOD CITY, Calif., April 10, 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, telecom operators scaled back wireless and wireline investments in 2024. The high-level relationship between carrier revenues, capex, and telecom equipment was mostly stable, as both telecom capex and telecom equipment revenues tanked in 2024. Preliminary findings show that worldwide telecom capex, the sum of wireless and wireline/other telecom carrier investments, declined 8 percent in 2024 (telecom equipment manufacturing revenues for the six programs tracked at the Dell'Oro Group declined 11 percent over the same period). "With some of the larger fiber and 5G builds now in the past, the different risk profiles across the carrier spectrum become more pronounced," said Stefan Pongratz, Vice President of RAN and Telecom Capex research at Dell'Oro Group. "While some operators prefer a more growth-oriented approach and consider elevated capital intensity levels as essential to gain a competitive edge and be better prepared for the next technology transition, the majority of the operators believe the pie is mostly fixed and focusing on efficiency improvements is considered less risky to this group," continued Pongratz. Additional highlights from the April 2025 Telecom Capex report: Investment conditions are expected to stabilize in 2025, though it will still be a challenging year from a capex and telecom equipment revenue perspective. The near-term investment outlook is less favorable - carrier capex is expected to decline at a 2 percent CAGR over the next 3 years. With carrier revenues on track to advance slightly (+1 percent CAGR), capex/revenue is projected to approach 14 percent in 2027, down from 16 percent in 2024. Wireless capital intensity is projected to approach 12 to 13 percent in 2027, down five to six percentage points since the 5G peak. About the Report The Dell'Oro Group Telecom Capex Report provides in-depth coverage of more than 50 telecom operators highlighting carrier revenue, capital expenditure, and capital intensity trends. The report provides actual and 3-year forecast details by carrier, by region by country (United States, Canada, China, India, Japan, and South Korea), and by technology (wireless/wireline). To purchase this report, please contact by email 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, security, 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, please contact Dell'Oro Group at +1.650.622.9400 or visit View original content to download multimedia: SOURCE Dell'Oro Group
Forbes
31-03-2025
- Business
- Forbes
How AI Data Centers Are Shaping The Future Of Ethernet
Eric Updyke, CEO at Spirent Communications. getty The high-speed ethernet (HSE) industry is undergoing an unprecedented boom, and we only need two letters to explain why: AI. Millions of graphics processing units (GPUs) and other accelerators are being deployed for AI infrastructures. Data center capital investment is climbing to half a trillion dollars. Shipments of 400G and 800G ethernet ports are exploding, exceeding even the most optimistic analyst projections. We're witnessing a paradigm shift that will transform the ethernet ecosystem. But how exactly will this transformation play out? Which technologies will dominate data center infrastructures in the coming years, and why? What do companies building out AI clusters know today that they didn't before? And why is testing for these infrastructures proving so difficult—to the point that doing it effectively is becoming a strategic advantage? In 2023, we worked with stakeholders across the HSE ecosystem—hyperscalers, service providers, enterprises, network equipment manufacturers (NEMs) and others—totaling 340 engagements worldwide. Through this work, we've learned a great deal about where the industry is headed. The bottom line? This is ethernet's most consequential evolution in decades. According to Dell'Oro proprietary research, the HSE market will grow from 70 million ports shipped in 2023 to more than 240 million between 2024 and 2026. This growth will be driven from the top, as hyperscalers demand faster, more efficient networks to support exponential growth in cloud and AI traffic. But demand is surging across the rest of the ecosystem as well. Why are operators choosing high-speed ethernet for AI clusters? This hasn't always been the case. Historically, some used ethernet, while others favored lossless InfiniBand (especially for large model-training clusters) and others used their own proprietary connectivity. Increasingly though, ethernet is taking the lead for these networks. It's projected that ethernet port shipments will overtake InfiniBand by 2028. Port speed evolution depends on which 'AI network' you mean. Front-end infrastructures that ingest training data, for example, will largely continue using 400G ethernet through 2025. For back-end AI training and inferencing networks, however—the networks connecting all those specialized GPUs—the future starts now. According to Dell'Oro Group, the majority of switch ports deployed in AI back-end networks will be 800G ethernet by 2025 and 1.6-terabit ethernet by 2027. To understand why AI is having such a profound effect on data centers and the HSE market, we need to appreciate just how extreme the demands are that these workloads place on data center networks. According to Dell'Oro Group, multiple large AI models already process trillions of dense parameters, and that number is increasing tenfold every year. To meet this explosive demand, data center operators are deploying GPUs and other accelerators (xPUs) as quickly as possible, scaling to thousands, even tens of thousands of distributed nodes. And they're building separate, scalable back-end ethernet networks to connect them, increasingly via spine-leaf architectures using RDMA over converged ethernet version 2 (RoCEv2) protocol. These back-end networks demand extreme scalability and bandwidth approaching 1 Tbps per xPU, but that's just the start. They must support thousands of synchronized jobs in parallel, bursty east-west traffic patterns and data- and compute-intensive workloads. Critically, they must deliver extremely low network latency with zero packet loss to optimize job completion times, since even a single delayed flow can impede all nodes in the cluster. Why are packet loss and latency so deadly for AI workloads? It's a function of the massive investments operators are making to build these infrastructures. Look at it this way: When an AI cluster reaches a scale of thousands of distributed xPUs, the back-end network effectively becomes the computer. If it's not operating efficiently, those delays translate to serious costs. A 1% packet loss rate, for example, can degrade performance by 30% or more. If you spend $1 billion to build an AI infrastructure, and your xPUs are sitting idle a third of the time, that equates to hundreds of millions in lost value over the life of that investment. It's why network performance and efficiency are so critical to AI—and ultimately, to every data center, service provider and enterprise network running AI workloads. It's among the biggest lessons customers have learned in this fast-evolving space. To meet this challenge, ethernet itself must evolve. Indeed, multiple lossless ethernet efforts are now under way, most notably the ultra-ethernet transport (UET) specification that optimizes congestion control and RDMA over ethernet for AI workloads. But operators must also be able to conduct exhaustive performance testing and validation for planned network designs—ideally before deployment. This is more difficult than it might seem. Previously, the only real way to test AI fabrics was with actual AI traffic running on full-scale server farms. Effectively, you needed an AI data center to test an AI data center—an exorbitantly expensive proposition, if even possible. Fortunately, the state of the art is evolving here, too. Today, a new generation of AI network testing solutions can help organizations thoroughly stress-test these fabrics and identify potential bottlenecks before they deploy. These innovations are helping the AI leaders—and soon, other parts of the ecosystem—continually test and verify both planned and existing AI infrastructures. They give organizations a means to optimize network performance at a much lower cost, so that everyone—including stakeholders across the ethernet ecosystem—can benefit from the AI revolution. Forbes Technology Council is an invitation-only community for world-class CIOs, CTOs and technology executives. Do I qualify?
