How Long Before AI Servers Take Over The Market?
The Nex Platform, Monday, October 23,2023
When hyperscalers and cloud builders think about their infrastructure, they talk about megawatts and they think about the mix of serving and storage and the total capacity that is delivered in a megawatt of power. And of course they also think in terms of budgets because money is, in fact, what makes the world go around.
We like feeds and speeds and slots and watts as much as anyone, but we like money. Because money is how you keep score. So after two years of not seeing the server trackers from either IDC or Gartner, when we happened to be searching for server forecasts on Google this week and we saw this page with lots of juicy data spanning from 2022 through 2027 from IDC, we got out the trusty Excel spreadsheet and went to work.
There was some commentary on the server forecast, which is generally not made public but a summary was released in late September 2022, which we also saw randomly a few months later and wrote about, oddly enough just like now.