SHERIDAN, WYOMING - April 14, 2026 - Dell'Oro Group, a market research and intelligence firm, tracks market information across the telecommunications, enterprise networks, security, and data center industries, with a research portfolio covering segments that range from 6G and AI RAN to data center liquid cooling and AI back-end switching fabrics. The firm's coverage addresses technology categories currently subject to significant capital expenditure shifts, vendor consolidation, and architectural transitions driven by AI infrastructure demand. Its positioning as a neutral market intelligence source makes it a reference point for operators, vendors, technology buyers, and investors active in these verticals. The breadth of tracked segments reflects the convergence pressures that are reshaping purchasing decisions across all four industry domains.
Business Impact
The scope of Dell'Oro Group's tracked segments illustrates the complexity that enterprise and service provider buyers now face in planning network and infrastructure investments. On the enterprise side, the firm covers Campus Ethernet Switch, Campus NaaS and Public Cloud-managed LAN, Wireless LAN, Distributed Cloud Networking, and Total Ethernet Switch - categories that reflect the shift toward cloud-delivered and subscription-based network management models. For security buyers, tracked segments include Hybrid Mesh Firewall and Microsegmentation, SASE and SD-WAN, Cloud Workload Security, and Network Security, all of which have seen significant platform consolidation activity among major vendors. The inclusion of Telecom Capex as a standalone tracked metric provides a macro-level lens on how capital allocation is shifting across fixed and mobile infrastructure programs.
Data Center and AI Infrastructure
Dell'Oro's data center coverage has expanded to mirror the infrastructure demands of AI workloads. Tracked categories include AI Networks for AI Workloads, Data Center Switch for AI Back-end Networks, Data Center Switch for Front-end Networks, Ethernet Adapter and Smart NIC, Data Center IT Semiconductors and Components, Data Center IT Capex, Data Center High-density Power, Data Center Liquid Cooling, and Data Center Physical Infrastructure. The presence of high-density power and liquid cooling as discrete tracked segments indicates that thermal management and power delivery have become independent purchasing and investment decisions, particularly for hyperscale and large enterprise data center operators.
Telecom and Optical Coverage
Dell'Oro's telecom research spans both fixed and mobile infrastructure. Segments include Broadband Access and Home Networking, Fixed Wireless Access and CPE, PON Optical Distribution Network, Coherent Optics, IPoDWDM and Disaggregated WDM, Optical Transport, Microwave Transmission and Mobile Backhaul, Cable Outside Plant, and Fiber in the Premise. Mobile coverage extends to RAN, Open RAN, Private Wireless, Mobile Core Network, and Multi-access Edge Computing. The inclusion of 6G as a tracked segment alongside established RAN categories signals early positioning to capture market formation data ahead of commercial network rollouts.
Key facts:
- Dell'Oro Group covers telecommunications, enterprise networks, security, and data center industries
- Telecom segments tracked include 6G, AI RAN, Open RAN, Mobile Core, Private Wireless, and Microwave Backhaul
- Enterprise segments include Campus NaaS, Wireless LAN, Distributed Cloud Networking, and SASE & SD-WAN
- Data center coverage spans AI back-end switching, liquid cooling, high-density power, and Ethernet Adapter and Smart NIC
- Telecom Capex is tracked as a standalone market metric alongside individual technology segment coverage