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Yahoo
5 days ago
- Business
- Yahoo
AI Build-Out to Propel Data Center Physical Infrastructure Market to $63.1 Billion by 2029, According to Dell'Oro Group
Thermal Management and Cabinet PDU & Busway Lead Growth; Liquid Cooling Set to Quintuple by 2029 REDWOOD CITY, Calif., Aug. 15, 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, the worldwide Data Center Physical Infrastructure (DCPI) market is projected to grow at a 15 percent CAGR from 2024 to 2029, reaching $63.1 billion by 2029 as AI-ready capacity accelerates through the mid-decade. This outlook reflects stronger-than-expected deployments to support accelerated computing workloads. "AI is reshaping facility design from the rack up—densities are climbing, power is getting smarter, and liquid is moving from niche to necessary," said Alex Cordovil, Research Director at Dell'Oro Group. "Our latest forecast shows the market scaling faster and more broadly than earlier expected, with vendors and operators adapting quickly to new thermal and electrical realities while navigating power constraints pragmatically." Additional highlights from the Data Center Physical Infrastructure 5-Year July 2025 Forecast Report: Thermal Management is projected to grow at a 19 percent CAGR by 2029; within it, Direct Liquid Cooling (DLC) is set to surge from $1.1B in 2024 to $5.8B in 2029 as rack densities rise with accelerated computing and DLC asserts itself as the dominant heat technology to dissipate heat out of the rack. Cabinet PDU & Busway will expand at a 21 percent CAGR; overhead busbars—now the de facto choice for AI halls—are forecast to grow 25 percent CAGR, while RPPs lag at 5 percent CAGR. Service Providers (cloud & colocation) are set to grow at a 20 percent CAGR through 2029, while Enterprise increases 6 percent CAGR as enterprise leaders favor colocation partners to host AI infrastructure. Growth is broad-based, with North America leading and EMEA/China peaking around 2026 before moderating; AI sovereignty and export-policy shifts support momentum. Operators increasingly combine utility ties with on-site generation and other tactics; overall, we expect only a modest impact on capacity expansion from power constraints. About the Report Dell'Oro Group's Data Center Physical Infrastructure 5-Year Forecast report provides a complete overview of the Data Center Physical Infrastructure market. This covers market sizes and forecasts for uninterruptible power supplies (UPS), thermal management, cabinet power distribution and busway, rack power distribution, IT racks and containment, and software and services. Allocation of manufacturing revenues by cloud service providers, telco, colocation, and enterprise customer segments is also provided. For more information about the report, please contact us at 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, visit View original content to download multimedia: SOURCE Dell'Oro Group Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Yahoo
08-08-2025
- Business
- Yahoo
Wi-Fi 7 to Drive Double-Digit Enterprise WLAN Growth in 2025, According to Dell'Oro Group
2028 Adoption of Wi-Fi 7 Will Eclipse Wi-Fi 6 Peak REDWOOD CITY, Calif., Aug. 7, 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, excess inventory in the channel has been cleared, and WLAN revenue is expected to grow 12 percent in 2025. Wi-Fi 7 shipments will shoot up in 2025 and will represent over a third of Indoor AP revenues. "We expect that in 2028, Wi-Fi 7 sales will represent over 90 percent of Indoor AP revenues, with the first enterprise class Wi-Fi 8 APs appearing on the market late that year," said Siân Morgan, Research Director at Dell'Oro Group. "Wi-Fi 6 never reached that level of penetration because Wi-Fi 6E was released to the market so quickly." "Industry experts who sit on the key standards bodies are already working through the options for Wi-Fi 8. We predict a material upswing in Wi-Fi 8 adoption in 2029, which gives Wi-Fi 7 over 5 years on the market for vendors to recoup development costs," added Morgan. Additional highlights from the Wireless LAN 5-Year July 2025 Forecast Report: Lower Wi-Fi 7 price premiums are expected to boost market adoption of the technology. HPE's acquisition of Juniper may help grow the worldwide Public Cloud-Managed WLAN market. Vendor WLAN software revenues are expected to keep growing, as Annual Recurring Revenue streams build up. Adoption of AI by enterprises is expected to put pressure on the Local Area Network and support spending on WLAN. About the Report The Dell'Oro Group Wireless LAN 5-Year Forecast Report offers complete, in-depth coverage of the Enterprise Outdoor and Indoor markets, Wireless LAN Controllers with tables containing manufacturers' revenue, average selling prices, and unit shipments by the following wireless standards: 802.11bn (Wi-Fi 8), 802.11be (Wi-Fi 7), 802.11ax (Wi-Fi 6 and 6E [6 GHz]), 802.11ac (Wi-Fi 5) Wave 1 vs. Wave 2, 802.11n, and historic IEEE 802.11 standards. The Enterprise market is forecast by Cloud vs. Premises Managed, as well as by macro region of the world. 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
Phone Arena
29-07-2025
- Business
- Phone Arena
If Verizon and AT&T don't speed up, the US will hand Europe the 5G SA crown
For once, Europe may be ahead of the US. We told you how US users might enjoy 6G before those on the Old Continent, but as far as SA 5G (Standalone 5G) goes, things are different. US carriers need to step up! We often talk about Standalone 5G here – and currently, it's only T-Mobile that offers it to its customers in the US. Think of SA 5G as the full version of 5G that works on its own network, built from the ground up, while regular 5G – often called non-standalone 5G (NSA) – still relies on older 4G infrastructure. With SA 5G, everything runs on the newer, faster 5G tech, which means lower lag, better reliability, and the ability to support more advanced features like smart factories or self-driving cars. Regular 5G is mainly about fast download speeds but doesn't offer the full benefits of 5G's potential. There's a recent report from research company Dell'Oro Group that's focused on the global rollout of standalone 5G (SA 5G) and how it's starting to pick up speed. According to the findings, this shift could lead to faster growth in the mobile network market, with the potential to expand even more as new technologies like generative AI and intelligent digital assistants demand constant, low-delay connections. The report estimates that 70 mobile network operators (MNOs) across 39 countries have now deployed SA 5G. In 2025 alone, five new networks went live, including Orange in France, Romania, and Slovakia; Vodafone in Spain; and O2 in the Czech Republic. Dell'Oro also broke down the current numbers by region: five networks in North America, 26 in Europe, seven in the Middle East and Africa, 13 in Northeast Asia, 13 in Southeast Asia, and six in Latin America. – Dell'Oro Group in a statement, July 2025 So far, many of these carriers are using SA 5G mainly for businesses and for Fixed Wireless Access (FWA) – a type of internet service that uses 5G instead of traditional cables to deliver home internet. However, Dell'Oro expects that more mobile providers will soon start offering SA 5G directly to regular the United States, Verizon has suggested it has a nationwide SA 5G network already in place, pointing to its support for emergency response services that require strong, reliable coverage. Verizon didn't comment for Fierce Network on which companies are currently using its new 5G tools, like the ability to customize parts of the network for specific tasks (a concept known as network slicing). AT&T's progress is less clear. Dell'Oro and reporters have asked the company how far its SA 5G network reaches, but no specific details have been shared yet. Be it as it may, the good news is that more updates are expected as US carriers continue to expand and clarify their standalone 5G rollouts: the future is coming.
Yahoo
23-07-2025
- Business
- Yahoo
$160 B in RAN Before 6G, According to Dell'Oro Group
Basecase is for RAN to Stay Flat REDWOOD CITY, Calif., July 23, 2025 /PRNewswire/ -- According to a newly published forecast report by Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, 5G has come a long way, but there is more work ahead. Worldwide Radio Access Network (RAN) revenues, excluding services, are projected to stay flat and reach $160 B in cumulative revenue over the 2025-2029 forecast period. "After two consecutive years of steep declines that wiped out nearly $9 B of RAN equipment revenues globally, it is encouraging that market conditions are now stabilizing," said Stefan Pongratz, Vice President for RAN market research at Dell'Oro Group. "At the same time, we should not get too excited and assume a swift recovery. Market conditions can fluctuate over the short term, partly due to the asynchronous nature of new technology deployments. However, these ebbs and flows don't alter the fundamentals that shape the long-term trajectory," continued Pongratz. Additional highlights from the Mobile RAN 5-Year July 2025 Forecast Report: Worldwide RAN revenues, excluding services, are projected to grow at a -1 percent CAGR over the next five years, as rapidly declining LTE revenues will offset continued 5G investments. New technologies/architectures such as Open RAN, Cloud RAN, and AI RAN will play an important role going forward. But they are not expected to expand the RAN market. The flat baseline scenario implies upside risks if non-traditional RAN growth vehicles— including FWA, private wireless, public safety/mission critical, and MBB expansion to support changing end user requirements—accelerate the market more than expected. As the investment focus gradually shifts from coverage to capacity, one of the most significant downward risks is slowing mobile data traffic growth. Should mobile data traffic growth decelerate more than anticipated, and operators transition into a maintenance mode following the completion of 5G coverage, capex-to-revenue could decline more sharply than currently projected. 5G-Advanced positions remain unchanged. The technology will play an essential role in the broader 5G journey. However, 5G-Advanced is not expected to fuel another major capex cycle. Instead, operators will gradually transition their spending from 5G towards 5G-Advanced within their confined capex budgets. RAN segments that are expected to grow over the next five years include 5G NR, FWA, mmWave, Open RAN, vRAN, private wireless, small cells, Massive MIMO, and AI RAN. About the ReportDell'Oro Group's Mobile RAN 5-Year Forecast Report offers a complete overview of the RAN market by region – North America, Europe, Middle East & Africa, Asia Pacific, China, and Caribbean & Latin America, with tables covering manufacturers' revenue and unit shipments for 5G NR, 5G NR Sub 7 GHz, 5G NR mmW, and LTE base stations. The report also covers Open RAN, Virtualized RAN, small cells, and Massive MIMO. To purchase this report, please contact us by email at 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
17-07-2025
- Business
- Yahoo
Data Center Switch Front-End Networks Expand Rapidly to Keep Pace with AI Back-End Scale, According to Dell'Oro Group
More than 40 Percent CAGR in New AI Pull-Through Opportunities in Front-End Networks, Opening Doors for New and Existing Vendors REDWOOD CITY, Calif., July 17, 2025 /PRNewswire/ -- According to a recently published report by Dell'Oro Group, the trusted source for information about the telecommunications, networks, and data center industries, the explosive scale in AI back-end networks is driving the need for additional capacity in data center switch front-end networks for data ingest. We estimate that AI-driven pull-through opportunities will create a net new market expansion in front-end networks that will grow at a CAGR of over 40 percent from 2024 to 2029, presenting significant opportunities for both existing players and new entrants. "Over the past few years, data center switch sales in front-end networks for general purpose non-accelerated servers have been largely driven by brownfield deployments and upgrades of the installed base, as capacity expansion slowed significantly," said Sameh Boujelbene, Vice President at Dell'Oro Group. "AI back-end deployments are, however, breathing new life into this market. What's often overlooked is that within front-end networks, there's now a growing need for a new segment of connectivity—linking accelerated servers not to each other, but to the front-end network for data ingest. This additional capacity will require high-speed connectivity and command a price premium," added Boujelbene. Additional highlights from the Ethernet Switch—Data Center 5-Year July 2025 Forecast Report: Accton, Arista, Celestica, Cisco, Juniper, Huawei, NVIDIA, and others—emerge as the primary beneficiaries of this growth Despite some delays, nearly 90 million 800 Gbps and 1600 Gbps switch ports will be deployed in front-end networks over the next five years, leveraging 51.2 Tbps and 102.4 Tbps chips that will be available on the market. Shipments in back-end networks are expected to exceed that by more than three times. About the Report The Dell'Oro Group Ethernet Switch – Data Center 5-Year Forecast Report provides a comprehensive overview of market trends and includes tables covering manufacturers' revenue, port shipments, and average selling price forecasts for various technologies: Modular and Fixed by Port Speed; Fixed Managed and Unmanaged by Port Speed; SONiC by customer segments; and Co-Packaged Optics by Port Speed. We forecast the following port speeds: 1/10/25/40/50/100/200/400/800/1600 Gbps, and SerDes speed. 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, networks, 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
