Dell'Oro Group

Cloud

Cloud hyperscalers aren't taking chances on network capacity

Data center investments are exponentially outpacing network capex budgets from the likes of Lumen and Zayo. But network is part of hyperscalers' capex equation.

Diana Goovaerts Feb 6, 2025 2:17pm

Alphabet, Microsoft can’t keep up with cloud demand

Feb 5, 2025 12:30pm

Is 2025 the year optical fiber makes a comeback?

Jan 13, 2025 11:28am

AT&T and Verizon tipped to roll out 5G SA - for real this time - in 2025

Jan 8, 2025 4:01pm

AI boom will force network operators to adapt or build anew

Dec 3, 2024 7:43am

Nokia’s data center push is starting to pay off

Nov 27, 2024 7:00am