Snapshot from Apr 21, 2026 at 07:00 UTC. For live data and tracking: View Live
Entities / Dell Oro Group
Entity

Dell Oro Group

Tracked across 2 events · 17 articles · First seen Feb 10, 2026 · Last active Mar 17, 2026

Sentiment
10
Attention
4
Events
2
Relationships
0
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Events (2)
4 20
Tech
Hyperscalers and AI Capex to Exceed $1 Trillion
Dell Oro Group published a report forecasting strong data center capital expenditures by hyperscalers and AI model developers in 2026, providing valuable market insights.
Feb 11, 2026 · 7 articles
4 0
Tech
Cisco Expands AI Security Portfolio
Mauricio Sanchez, Senior Director at Dell Oro Group, commented on Cisco's increasing market share in SASE architectures due to its alignment of networking, security, and policy enforcement, reinforcing the positive market perception of Cisco's strategy.
Feb 10, 2026 · 10 articles
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