Home

Baron Fung

News More

06 Aug 2025

As AI capex leads US economy, global data center capex projected to grow at 21 percent CAGR to $1.2tn by 2029
05 Feb 2025

Dell’Oro Group predicts data center annual capex will hit $1 trillion by 2029
31 Jul 2023

Dell'Oro: Data center capex to hit more than $500bn by 2027 due to AI growth
14 Feb 2023

Dell'Oro: Hyperscalers to account for half of data center spend by 2027, Edge to hit 8%

Long Reads More

05 May 2023

Keeping fiber shortages in check
11 Jan 2022

The DPU dilemma: life beyond SmartNICs

Industry Views More

Smart NICs - opportunities and challenges

12 May 2022

By

Baron Fung, Dell’Oro Group