Gpu

Dell'Oro Projects $35B Cumulative AI RAN Revenue by 2030 Amid Open RAN Integration

Dell'Oro Group's latest forecast highlights AI RAN growth to $35B through 2030, with GPU RAN exceeding $1B, driven by intelligence and O-RAN capabilities without expanding the overall RAN market.

Nokia Refines AI-RAN Messaging: Merchant Silicon Confidence and Software-First Evolution Signal Maturing Open RAN Strategy

Dell'Oro analysis highlights Nokia's sharpened AI-RAN focus on GPU-based platforms, deployment flexibility, and 2x spectral efficiency gains for Open RAN operators.

Why Open Source AI-RAN Stacks Like OCUDU Are the Real Game-Changer for Operators

Open source platforms such as OCUDU are quietly building the foundation for practical, scalable AI-native RAN—far more impactful than hype around revenue forecasts.