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This presentation will cover how the COVID-19 pandemic is impacting spending and in data center infrastructure in different customer segments. We will also discuss the outlook of the market, and specifically, how data center capex for the top 10 cloud service providers may unfold.

About the Author

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

Read articles Baron Fung has written or been featured in...