Baron Fung joined Dell’Oro Group in 2017, and is responsible for the Data Center IT Capex, Ethernet Adapter & Smart NIC, Data Center IT Semiconductor & Components, and Telecom Server market research. Mr. Fung has significantly expanded our coverage on data center infrastructure, with an emphasis in cloud service provider capex, and server technology and vendor trends. Mr. Fung’s research and analysis have been widely cited in leading trade and business publications. Mr. Fung has appeared as an invited speaker at investor conferences, industry conferences and events.