Datacenter Infrastructure Report Card, Q3 2023
The Next Platform, Monday, December 18,2023
It is hard to keep a model of datacenter infrastructure spending in your head at the same time you want to look at trends in cloud and on-premises spending as well as keep score among the key IT suppliers to figure out who is winning and who is losing. And so we have built a model that does this, and we are calling it the Datacenter Infrastructure Report Card.
We are not going to be delivering letter or number grades to vendors, because money is how you keep score and that is the only metric that matters in any market in the final analysis. And specifically, we have lined up the quarterly results of the key suppliers in the datacenter - those that sell compute engine chips, OEM systems and related storage and core systems software, datacenter networking, and raw cloud infrastructure capacity - that make up the backbone of the datacenter these days.
This is meant to be fun as well as illustrative. We will continue to provide individual and detailed financial analysis for each other these companies (and others) but will bring the summary datacenter revenue and operating profit streams from these thirteen vendors across these four categories once the last of this group posts its financial results for any given calendar quarter.