Companies
Dell'Oro Group is a market research and analysis firm that publishes reports on networking equipment and infrastructure technologies used in data centers.
July 23, 2026
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Georgia Lands OpenAI's $30B Bet While Texas Owns the Queue Fix
Dell'Oro's Alex Cordovil frames it plainly: grid interconnection now decides when and whether a campus comes online, so on-site power is a strategic asset.
Companies
SpaceX
1 co-occurrence
Places
San Marcos, TX
1 co-occurrence
Agencies
ERCOT
1 co-occurrence
Companies
FirstEnergy
1 co-occurrence
Companies
Supermicro
1 co-occurrence
Companies
Duke
1 co-occurrence
Places
Doña Ana County, NM
1 co-occurrence
Places
Childress County, TX
1 co-occurrence
Places
Childress, TX
1 co-occurrence
Companies
Idemitsu
1 co-occurrence