Market is an economic arrangement in which buyers and sellers exchange goods, services, or financial instruments at prices set through supply and demand. It matters for enterprises because it provides pricing benchmarks, liquidity, and structured channels for procurement, sales, and capital access.
Gigamon cites IDC forecasts that the enterprise network observability market reaches $4.39B by 2029 at 6.5% CAGR. The release links demand to AI, hybrid cloud, and security, and highlights AI-enabled deep observability products and telemetry delivery for visibility, policy enforcement, and governance.
Stefan Pongratz outlines key RAN shifts at MWC 2026, as AI RAN gains momentum while Open RAN fades and GenAI traffic remains minimal. Learn more:
The post Key RAN Takeaways MWC Barcelona 2026 appeared first on Dell'Oro Group.
Mauricio Sanchez distills RSAC 2026 into clear signals for vendors and investors, highlighting control-plane consolidation, data-centric policy, and the gap between vision and adoption.
The post What 30+ RSAC Meetings Revealed About Where Security Control Is Consolidating appeared first on Dell'Oro Group.
Following GTC 2026, Dell’Oro’s Alex Cordovil highlights AI factories, power constraints, and rising infrastructure complexity reshaping DCPI as operators scale next-generation AI deployments. Learn more:
The post GTC 2026: Moving from Chip Launches to Infrastructure Architecture appeared first on Dell'Oro Group.
The article says OEMs want integrated, certification-ready security IP for semiconductor designs. It cites ABI Research on demand for Root of Trust, key provisioning/authentication, and post-quantum-ready cryptography, plus multi-certification alignment. It also notes bundled IP delivery, services pricing, and consolidation via acquisitions.