The US hyperscalers―Amazon, Google, Meta, and Microsoft―are set to deploy over 5 million AI training-capable accelerators in 2024. Learn more| Dell'Oro Group
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"While recent developments like DeepSeek have highlighted concerns over the sustainability of recent expenditures, the cloud service providers are undergoing a multi-year capex cycle to support larger LLMs and expand AI services, broadening use cases..." said Baron Fung, Senior Research Director at Dell’Oro Group.| Dell'Oro Group
We are now predicting Data Center Physical Infrastructure market revenues to increase at a 14 percent CAGR from 2024 to 2029, learn more| Dell'Oro Group
AI infrastructure spending will maintain its strong growth momentum despite ongoing sustainability efforts. Read more| Dell'Oro Group