Quarterly Update Report: Data Center IT Capital Investment
AI investment is insufficient to offset the hyper-scale consumption cycle, and cloud capital expenditures decreased by 2% in the second quarter of 2023.
The Dell'Oro Group's quarterly report on data center IT investment includes quantitative and qualitative information, as well as outlooks on the market and the top 10 cloud service providers and key customer segments. Additional highlights from the Q2 2023 Data Center IT Investment Quarterly Report: ● Sales of servers and storage systems are expected to decline by 2% in 2023, while networking and physical infrastructure will maintain double-digit sales growth. ● In Q2 2023, server sales were led by Dell, followed by HPE and IEI Systems (formerly Inspur). The sales share of white box server vendors exceeded that of OEMs by 6 points year-over-year. ● The top four cloud service providers in the U.S. (Amazon, Google, Meta, Microsoft) plan to launch services in 25 new regions in 2023. For more details, please visit the following URL. 【Report Details】 https://www.dri.co.jp/auto/report/delloro/degclouddccapexq.html
- Company：データリソース
- Price：Other
