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.
SASE Market Jumps 31 Percent and Hits $8.4 Billion for 2023, According to Dell’Oro Group
|WLAN Revenues Plummet 26 Percent in 4Q 2023, According to Dell’Oro Group
|Network Security SaaS and Virtual Solutions Soar While Hardware Falls, According to Dell’Oro Group
|“In a year marked by economic recalibration and strategic introspection within the network security domain, the industry’s gravitation towards SaaS and virtual solutions has been nothing short of revolutionary,” said Mauricio Sanchez, Sr. Director, Enterprise Security and Networking at Dell’Oro Group.
