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All issuesVolume 318, Issue 3IT NewsCxO

Cloud AI Building Boom Propels Server, Storage Market To Record Highs

CIODIVE, Wednesday, September 18th, 2024

Hyperscaler hunger for compute capacity drove up prices for non-AI data center components during the second quarter, too, according to a Dell'Oro Group report.

Cloud's appetite for infrastructure drove data center component revenues to record highs during the second quarter of the year, according to a Dell'Oro Group report published Wednesday.

The market for servers and storage systems grew 127% year over year to $54 billion, buoyed by hyperscaler hunger for high-capacity graphics processing units and custom accelerators, the industry market analyst firm said.

Broad enterprise demand for general-purpose cloud services and CPU compute helped drive the gains, according to Dell'Oro Group Senior Research Director Baron Fung. 'Memory and storage drive components for non-AI workloads contributed to this growth as prices rose from last year's low,' Fung said in the report.

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