AI Server Explosion Drove Accelerator Revenues by 224 Percent in 2023, According to Dell’Oro Group
|ShareNVIDIA Led Server and Storage Component Revenues in 2023 REDWOOD CITY, Calif. – March 22, 2024 – According to a recently published report by Dell’Oro Group, the trusted source for market information about the telecommunications,
Campus Switch Market Declines 4 Percent as Backlog Normalizes, According to Dell’Oro Group
|“The revenue decline is mostly reflective of a digestion cycle that seems to be affecting vendors, products, and speeds to varying degrees and on different timelines,” said Sameh Boujelbene, Vice President at Dell’Oro Group. “Put simply, customers that received their orders early and vendors that were faster in fulfilling their backlogs will be the first to enter the digestion cycle.
Broadband Equipment Spending Drops 9 Percent in 2023, According to Dell’Oro Group
|“Cable operators continue to modernize their networks through the deployment of Distributed Access Architectures,” said Jeff Heynen, Vice President with Dell’Oro Group. “Though macroeconomic and supply chain issues continue to cloud the short-term horizon, there is no question that the goals of delivering more bandwidth and pushing edge processing and automation closer to subscribers are driving cable operator spending
AI Investments to Lift Hyperscale Cloud Capex 17 Percent in 2024, According to Dell’Oro Group
|After growing just 4 percent in 2023, worldwide data center capex is projected to rebound to double-digit growth this year,” said Baron Fung, Sr. Research Director at Dell’Oro Group. While accelerated computing for generative AI applications will be the front-runner in data center investments, we expect a modest recovery in general-purpose servers and storage demand following a period of steep correction.
Record Year for Data Center Physical Infrastructure Market with 16 Percent Growth for 2023, According to Dell’Oro Group
|“In my nearly decade-long coverage of the DCPI market, 2023 marked the highest year of revenue growth I’ve observed. This growth was primarily the result of vendors fulfilling pandemic induced backlogs delayed by supply chain constraints, with a marginal contribution from sales linked to AI workloads,” said Lucas Beran, Research Director at Dell’Oro Group.
