#datacentercapex search results

Hyperscalers to account for half the $1.2 trillion global data center capex by 2029, according to Dell'Oro Group Data Center IT Capex July 2025 5-year forecast report: delloro.com/news/data-cent… #datacentercapex #AInetworks #datacenterinfrastructure #servers

Press Release - Data Center Capex to grow at 21% CAGR through 2029; Hyperscalers to account for half the $1.2 trillion global data center capex by 2029, according to the latest 5-year forecast report: delloro.com/news/data-cent… #datacentercapex #AI #Hyperscale #CloudProviders #GPU

Worldwide data center capex jumped 53% in Q1 2025 on rising AI investments lightwaveonline.com/home/article/5… via @lightwaveonline #datacentercapex

Hyperscalers are racing to build AI infrastructure: $250B+ investment in 2025, 30% data center capex growth forecast, and #GPU supply tightness forcing smaller customers away, our analyst Baron Fung, shared his comment with @CIODive ciodive.com/news/cloud-ai-… #AI #DataCenterCapex

Press Release - Hyperscale Blackwell and custom accelerator rollouts drive 53% Data Center Capex growth in 1Q 2025; Sixth straight quarter of double-digit growth despite tariff uncertainties, according to the latest report. delloro.com/news/hyperscal… #datacentercapex #tariffs #GPU

At @Nvidia GTC, Jensen Huang unveiled a bold AI data center vision. Analyst Baron Fung provides in-depth insights into NVIDIA’s impact on scaling, power, and networking. Read his insights: delloro.com/insights-from-… #datacentercapex #AIWorkloads #acceleratedServers #GPU #GTC25

Press Release - Data Center Capex surged 51% to $455 Billion in 2024; spending on AI training infrastructure grew by 161%, according to Dell'Oro Group 4Q 2024 Data Center IT Capex report: delloro.com/news/data-cent… #datacentercapex #server #GPU #AIWorkloads

AI spending review: data centre splurge called into question fdiintelligence.com/content/featur… #datacenter #AIInfrastructure #datacentercapex

Press Release - Hyperscale capex surges 82% in 3Q 2024, fueled by AI infrastructure spending, according to the latest Data Center IT Capex quarterly report. General purpose servers and storage staging a recovery: delloro.com/news/hyperscal… #datacentercapex #AIinfrastructure #GPU

Big tech on track to pour more than $180B into data centers this year ciodive.com/news/cloud-dat… via @CIOdive #datacentercapex #datacenters

AI infrastructure spending is projected to surpass $1 trillion in the next five years. Discover the full forecast in our 5-year forecast report: delloro.com/news/ai-infras… #datacentercapex

We just completed the 2Q24 reporting period at Dell'Oro Group, revealing a 38% YoY surge in global data center capex, driven by #AI #servers, with DCPI and component revenues hitting record highs. delloro.com/data-center-ca… #datacentercapex #datacenterinfrastructure

Press Release - Accelerated servers propelled data center capex to 46% growth in 2Q24. Furthermore, general-purpose server and storage recovery underway, according to the latest 2Q24 Data Center IT Capex report: delloro.com/news/accelerat… #datacentercapex #server #storagesystems

The AI Spending Spree, in Charts: Tech giants and investors are shoveling cash into artificial intelligence amid questions about whether it will pay off wsj.com/tech/ai/artifi… via @WSJ #datacentercapex #AIworkloads #aiinfrastructure

How will the data center ecosystem be impacted by AI? sdxcentral.com/articles/analy… via @sdxcentral #datacentercapex #datacenter #AI

Press Release - AI infrastructure spending forecast to be over a trillion dollars over the next 5 years. Worldwide data center capex to grow at a 24% CAGR by 2028, according to the latest Data Center IT Capex 5-Year forecast report: delloro.com/news/ai-infras… #datacentercapex #AI

Why developing AI costs so much bloomberg.com/professional/i… #datacentercapex

Four ways telco AI will evolve over the next decade rcrwireless.com/20240702/funda… via @rcrwirelessnews #datacentercapex #AI #Telecom

Press release - Accelerated #servers accounted for more than half of server sales in 1Q24, according to the latest 1Q24 Data Center IT Capex report. #AI server demand accelerates in both Cloud and Enterprise: delloro.com/news/accelerat… #datacentercapex #GPU

Hyperscalers to account for half the $1.2 trillion global data center capex by 2029, according to Dell'Oro Group Data Center IT Capex July 2025 5-year forecast report: delloro.com/news/data-cent… #datacentercapex #AInetworks #datacenterinfrastructure #servers

#AnalystReport According to @DellOroGroup , global data center capex is on track to reach $350 billion by 2026 driven by hyperscalers' investments in data centers, cloud capacity, and AI infrastructure. ms.spr.ly/6011whhGF #DataCenterCapex #Cloud #AI

Hyperscale data center capex to pause for ‘digestion’ in 2023: Dell’Oro bit.ly/3BTJw5s via @Lightwaveonline #datacentercapex #datacenters

Top 10 Cloud service providers are planning to launch new data centers in more than 30 regions next year . Learn more: bit.ly/3dIdfBC #datacentercapex #AI

We expect the cloud service providers will enter a digestion cycle in 2023: delloro.com/news/hyperscal… #datacenters #datacentercapex

Predictions 2021--Data Center Infrastructure Market: 5 key trends that could shape the dynamics of the data center capex in 2021 bit.ly/3r0msuy #DataCenterCapex #CloudSPs #EnterpriseIT #SmartNIC #Server #CPU #Predictions2021

#AnalystTalks-- According to Baron Fung, Research Director, capex growth will return to double-digit growth as soon as 1Q 2021. Watch this 2 min video and learn more the data center capex growth trends #datacentercapex #servercapex #top10cloudSPs

Data Center Infrastructure Market—A Look into 2023 written by our Research Director Baron Fung: bit.ly/3Wnz9hA #datacentercapex #server #connectivity #edgecomputing #telecomserver

Impact of AI on Data Center Infrastructure - Baron Fung, Research Director, identified 4 key technology developments that need to be addressed to advance the proliferation of AI. Check this out: bit.ly/37l0xqi… #datacentercapex #AI #servers #Cloud

Press Release - AI investments not enough to offset hyperscale digestion cycle, Cloud Capex down 2% in 2Q23. Microsoft and Google will remain in a capex expansion cycle with double-digit growth in 2023: delloro.com/news/ai-invest… #datacentercapex #cloudcapex

Press Release - #AI infrastructure spending will propel data center capex to over $500 Billion by 2027. However, near-term cloud and enterprise capex growth to decelerate, according to the #DataCenterCapex 5-year July 2023 forecast report: delloro.com/news/ai-infras…

At @Nvidia GTC, Jensen Huang unveiled a bold AI data center vision. Analyst Baron Fung provides in-depth insights into NVIDIA’s impact on scaling, power, and networking. Read his insights: delloro.com/insights-from-… #datacentercapex #AIWorkloads #acceleratedServers #GPU #GTC25

2Q22 Data Center IT Capex--Backlog and higher equipment pricing are projected to drive data center capex in the second half of 2022 bit.ly/3xsABWo #datacenters #datacentercapex

Press Release - Hyperscale Data Center Capex is on track for 28% growth in 2022. Cloud deceleration expected in 2023, according to the 3Q22 Data Center IT Capex report: bit.ly/3PoLUXc #datacenters #datacentercapex

1Q22 Data Center Capex - New cloud deployments and higher data center infrastructure costs drove capex: delloro.com/news/data-cent… #datacentercapex

5-Year Forecast - Data Center IT Capex: We forecast hyperscale cloud service providers to double their data center spending over the next five years, fueling the market growth. Learn more: bit.ly/3ugMY7g #datacentercapex #datacenterIT

Press Release - AI infrastructure spending forecast to be over a trillion dollars over the next 5 years. Worldwide data center capex to grow at a 24% CAGR by 2028, according to the latest Data Center IT Capex 5-Year forecast report: delloro.com/news/ai-infras… #datacentercapex #AI

Press Release - Data Center Capex grew at the fastest rate in three years in 1Q22. Amazon, Google, Meta, and Microsoft—projected to increase 25% in 2022, according to 1Q22 Data Center IT Capex report: bit.ly/3xWAxil #datacenters #datacentercapex

Press Release - US hyperscalers propelled data center Capex to new heights in 2Q22. Demand pullback is anticipated in other markets, according to the Dell'Oro Group Data Center IT Capex 2Q report: bit.ly/3xsABWo #datacenters #datacentercapex

Press Release - Global data center capex grew 15% to $241 Billion in 2022. Cloud and Enterprise spending to decelerate to single-digit growth in 2023, according to the 4Q22 Data Center IT Capex report: delloro.com/news/global-da… #datacentercapex #datacenters