Baron Fung joined Dell’Oro Group in 2017 and is responsible for Data Center IT Capex, Semiconductors & Components, and Ethernet Adapter & Smart NIC research programs. Since joining the firm, Mr. Fung has significantly expanded our coverage on data center infrastructure, with an emphasis in cloud service provider capex, GPU server technology, data center semiconductors & components, and smart NICs. Mr. Fung’s research and analysis on Data Center Cloud Service Providers and server GPU shipments underpins our research on other data center topics.

Mr. Fung’s research and analysis has been widely cited in leading business publications including Barron’s, Data Center Dynamic, Data Economy, EE Times, eWeek, Markets Insider, Fierce Network, Financial Times, Investor’s Business Daily, Lightwave Online, Nikkei, SDx Central, Wolcott Daily, The Economists, The Register, and Wall Street Journal. Mr. Fung has appeared as an invited speaker at investor conferences of world premier banks and industry conferences such as Smart NIC Summit, ONUG, and NetEvents.