Data Center Infrastructure - A Look Into 2024
Dell'Oro Group, Friday, January 19th, 2024
Prior to delving into an evaluation of our data center predictions for 2024, allow me to first revisit some of the prominent trends I emphasized in the 2023 predictions blog.
- Data center capex growth in 2023 has decelerated noticeably, as projected after a surge of spending growth in 2022.
- We underestimated the impact of accelerated computing investments to enable AI applications in 2023.
- General-purpose computing has taken a backseat to accelerated computing in 2023, despite significant CPU refreshes from Intel and AMD with their fourth-generation processors.
- Server connectivity is advancing faster than what we had expected a year ago
- The edge computing market has been slow to materialize, and we reduced our forecast in the recent Telecom Server report ...
We highlight key trends that can enhance the optimization of the overall server footprint and decrease the total cost of ownership for end-users: