Data Center Switch Front-End Networks Expand Rapidly to Keep Pace with AI Back-End Scale, According to 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… This additional capacity will require high-speed connectivity and command a price premium,” said Sameh Boujelbene, Vice President at Dell’Oro Group.
Ethernet is Winning the War Against InfiniBand in AI Back-End Networks, According to Dell’Oro Group
|“When we first initiated our coverage of AI Back-end Networks in late 2023, the market was dominated by InfiniBand, holding over 80 percent share,” said Sameh Boujelbene, Vice President at Dell’Oro Group. “Despite its dominance, we have consistently predicted that Ethernet would ultimately prevail at scale. What is notable…
AI RAN to Top $10 Billion by 2029, According to Dell’Oro Group
|“Near-term priorities are more about efficiency gains than new revenue streams,” said Stefan Pongratz, Vice President at Dell’Oro Group. “There is strong consensus that AI RAN can improve the user experience, enhance performance, reduce power consumption, and play a critical role in the broader automation journey…
Data Center Physical Infrastructure Grew 17 Percent Y/Y in 1Q 2025, Driven by AI Buildout, According to Dell’Oro Group
|“The shift to accelerated computing is reshaping the data center landscape,” said Alex Cordovil, Research Director at Dell’Oro Group. “AI is more than a tailwind—it’s a structural force driving demand for new infrastructure paradigms. Liquid cooling is gaining traction fast, and high-density power architectures are evolving rapidly, with racks expected to reach 600 kW soon and 1 MW configurations already being under consideration.”
Virtual Broadband Network Gateway Market to Grow with 31 Percent CAGR Over the Next Five Years, According to Dell’Oro Group
|“Broadband service providers continue to move away from hardware-based BNGs toward more virtualized, cloud-native architectures so they can scale their services faster, add edge compute functions, and enable network and service convergence more quickly,” said Jeff Heynen, Vice President with Dell’Oro Group.
