DCPI

Record Year for Data Center Physical Infrastructure Market with 16 Percent Growth for 2023, According to Dell'Oro Group

Retrieved on: 
Dienstag, März 12, 2024
Growth, Mitsubishi Electric, Vertiv, Thermal management, DCPI, CALA, Y/Y, UPS, Telecommunications, TDP

REDWOOD CITY, Calif., March 12, 2024 /PRNewswire/ -- According to a recently published report from Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, Data Center Physical Infrastructure (DCPI) revenue growth continued to decelerate in 4Q 2023, but maintained double-digit year-over-year (Y/Y) growth. This capped off a record year of 16 percent revenue growth.

Key Points: 
  • This capped off a record year of 16 percent revenue growth.
  • "In my nearly decade-long coverage of the DCPI market, 2023 marked the highest year of revenue growth I've observed.
  • Additional highlights from the 4Q 2023 Data Center Physical Infrastructure Quarterly Report:
    Eaton, Munters, and Mitsubishi Electric led all vendors in market share gains in 4Q 2023.
  • North America, Asia Pacific (excluding China), Europe, and the Middle East and Africa (EMEA) paced market growth in 4Q 2023 with double-digit growth rates.

AI Power and Cooling Requirements Lift Data Center Physical Infrastructure Market to Over $46 Billion in 2028, According to Dell'Oro Group

Retrieved on: 
Freitag, Februar 2, 2024
Cloud, Growth, Colocation, AI, DCPI, Atmosphere, Enterprise, Telecommunications, CALA

REDWOOD CITY, Calif., Feb. 2, 2024 /PRNewswire/ -- According to a recently published report from Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, the Data Center Physical Infrastructure (DCPI) market is set to grow at an 11 percent compound annual growth rate (CAGR) from 2023 to 2028, to over $46 billion. The proliferation of accelerated computing to support AI and ML workloads has emerged as a major DCPI market driver which is significantly increasing data center power and thermal management requirements.

Key Points: 
  • The proliferation of accelerated computing to support AI and ML workloads has emerged as a major DCPI market driver which is significantly increasing data center power and thermal management requirements.
  • "The AI opportunity for the DCPI market is getting closer, and bigger," said Lucas Beran, Research Director at Dell'Oro Group.
  • "DCPI vendors are increasing manufacturing capacity to support the expected scale of orders for purpose-built AI facilities.
  • Data Center Cabinet Power Distribution and Busway, Rack Power Distribution and Thermal Management are forecast to grow at the fastest rates during the forecast period.

Early AI Deployments Contribute to Data Center Physical Infrastructure Market in 3Q 2023, According to Dell'Oro Group

Retrieved on: 
Freitag, Dezember 8, 2023
GPU, Y/Y, Electric power distribution, Telecommunications, Investment, Growth, Thermal management, H100, CALA, AI, NVDIA, Video game, DCPI

REDWOOD CITY, Calif., Dec. 8, 2023 /PRNewswire/ -- According to a recently published report from Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, 3Q 2023 marks the fifth sequential quarter of double-digit year-over-year (Y/Y) growth for the Data Center Physical Infrastructure (DCPI) market, that has historically grown at mid-single digit rates for the past decade. Growth from pandemic induced orders is waning, but early AI deployments are materializing as a new driver of revenue growth. Some vendors have secured orders for equipment optimized for large scale AI workloads, which are more than offsetting the decline in pandemic-related orders, and backlogs are rising.

Key Points: 
  • Growth from pandemic induced orders is waning, but early AI deployments are materializing as a new driver of revenue growth.
  • "The generative AI infrastructure story began with the NVDIA H100 in 1Q 2023, which has remained the industry barometer for AI adoption.
  • Additional highlights from the 3Q 2023 Data Center Physical Infrastructure Quarterly Report:
    Vertiv continued to outpace market growth and gained over 2 percentage points of market share in 3Q 2023.
  • However, we predict the market growth rates will remain at higher than historic levels, as AI deployments increasingly materialize throughout the year.

Data Center Physical Infrastructure Market Up 15 Percent in 2Q 2023 as Vendor Backlogs Continue to Grow, According to Dell'Oro Group

Retrieved on: 
Dienstag, September 19, 2023
ASP, Telecommunications, Y/Y, CALA, PDU, DCPI, Vertiv, Acceleration, Growth, Video game

REDWOOD CITY, Calif., Sept. 19, 2023 /PRNewswire/ -- According to a recently published report from Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, Data Center Physical Infrastructure (DCPI) market revenue growth slowed for the first time in six quarters to 15 percent year-over-year (Y/Y) in 2Q 2023. The deceleration in revenue growth was expected, primarily due to normalizing supply chain constraints and price realization beginning to wane. However, vendor backlogs have defied expectations and continued to grow in 2Q 2023, prompting another quarter of upward revisions from DCPI vendors and to our 2023 DCPI forecast.

Key Points: 
  • However, vendor backlogs have defied expectations and continued to grow in 2Q 2023, prompting another quarter of upward revisions from DCPI vendors and to our 2023 DCPI forecast.
  • "The DCPI market has blown past our already elevated expectations in 1H 2023.
  • Additional highlights from the 2Q 2023 Data Center Physical Infrastructure Quarterly Report:
    Vertiv significantly outpaced market growth and gained over 3 percent of market share in 2Q 2023.
  • This upward revision was due to multiple DCPI vendors raising full year guidance as supply chain constraints ease and vendor backlogs continue to grow.

AI Workloads to Accelerate Data Center Physical Infrastructure Growth Trajectory, According to Dell'Oro Group

Retrieved on: 
Dienstag, August 8, 2023
Thermal management, Meta, Telecommunications, DLC, Synthetic media, Numbering Resource Utilization/Forecast Report, DCPI, Investment, Generative, Architecture, Ecosystem, AI, High Performance Computing Modernization Program, Video game

REDWOOD CITY, Calif., Aug. 8, 2023 /PRNewswire/ -- According to a recently published report from Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, Data Center Physical Infrastructure (DCPI) market growth was revised up and is now forecast to grow at a 10 percent compound annual growth rate (CAGR) from 2022 to 2027. DCPI vendor backlogs and easing supply chain constraints are propelling double-digit market growth in 2023. As these market dynamics wane throughout the rest of year, AI workloads, including Generative AI, are emerging as new, significant long-term drivers for DCPI market growth.

Key Points: 
  • As these market dynamics wane throughout the rest of year, AI workloads, including Generative AI, are emerging as new, significant long-term drivers for DCPI market growth.
  • "I have been tracking the DCPI market for nearly a decade, observing annual revenue growth rates in the mid-to-low single digits.
  • This will require investments in next-generation data center physical infrastructure to support new architectures with higher power and thermal management requirements.
  • Data Center Cabinet Power Distribution and Busway, and Thermal Management are forecast to grow at the fastest rates during the forecast period.

Easing Supply Chain Constraints Boosted Data Center Physical Infrastructure (DCPI) Market to 18 Percent Revenue Growth in 1Q 2023, According to Dell'Oro Group

Retrieved on: 
Mittwoch, Juni 14, 2023
Telecommunications, COVID-19, Y/Y, CALA, PDU, DCPI, Vertiv, Growth, Mitsubishi Electric, Health, Online shopping

REDWOOD CITY, Calif., June 14, 2023 /PRNewswire/ -- According to a recently published report from Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, Data Center Physical Infrastructure (DCPI) market revenue growth accelerated for the fifth consecutive quarter to 18 percent in 1Q 2023. This elevated level of growth was supported by a combination of easing supply chain constraints, resulting in increases of unit shipments, as well as continued price realization as vendors passed on higher costs of raw materials, components, and logistics. Despite this growth, vendor backlogs did not come down from historic levels, prompting upward revisions from DCPI vendors and to our 2023 DCPI forecast.

Key Points: 
  • REDWOOD CITY, Calif., June 14, 2023 /PRNewswire/ -- According to a recently published report from Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, Data Center Physical Infrastructure (DCPI) market revenue growth accelerated for the fifth consecutive quarter to 18 percent in 1Q 2023.
  • Despite this growth, vendor backlogs did not come down from historic levels, prompting upward revisions from DCPI vendors and to our 2023 DCPI forecast.
  • Additional highlights from the 1Q 2023 Data Center Physical Infrastructure Quarterly Report:
    Vertiv and Mitsubishi Electric notably gained revenue share in 1Q 2023.
  • 2023 revenue growth will continue to be supported by historically high DCPI vendor backlogs, with higher growth in the first half of the year.

Higher ASPs Push Data Center Physical Infrastructure Market Up 10 Percent in 2022, According to Dell'Oro Group

Retrieved on: 
Dienstag, März 21, 2023
ASP, Eaton, Telecommunications, CALA, DCPI, Growth, Schneider Electric, Video game, Vertiv

REDWOOD CITY, Calif., March 21, 2023 /PRNewswire/ -- According to a recently published report from Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, Data Center Physical Infrastructure (DCPI) market revenue growth accelerated in 4Q 2022, pushing full-year sales to 10 percent. Growth was primarily caused by average selling price (ASP) increases as vendors passed on higher costs of raw materials, components, and logistics. ASP growth is forecast to continue in 2023, but easing supply chain constraints are expected to shift the primary growth driver to unit shipments.

Key Points: 
  • REDWOOD CITY, Calif., March 21, 2023 /PRNewswire/ -- According to a recently published report from Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, Data Center Physical Infrastructure (DCPI) market revenue growth accelerated in 4Q 2022, pushing full-year sales to 10 percent.
  • Growth was primarily caused by average selling price (ASP) increases as vendors passed on higher costs of raw materials, components, and logistics.
  • ASP growth is forecast to continue in 2023, but easing supply chain constraints are expected to shift the primary growth driver to unit shipments.
  • Additional highlights from the 4Q 2022 Data Center Physical Infrastructure Quarterly Report:
    Vertiv, Schneider Electric, and Eaton were the three vendors who gained the most revenue share in 4Q 2022.

Accelerated Computing to Push Data Center Physical Infrastructure Market to $35 Billion in 2027, According to Dell'Oro Group

Retrieved on: 
Dienstag, Februar 7, 2023
Cloud, TDP, Enterprise, AMD, Beran, NVIDIA, DCPI, Atmosphere, Intel, Telecommunications, Growth, David Pakman, Service, Central processing unit, Graphics processing unit, Numbering Resource Utilization/Forecast Report, Thermal design power, Video game, Telco

REDWOOD CITY, Calif., Feb. 7, 2023 /PRNewswire/ -- According to a recently published report from Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, data center physical infrastructure (DCPI) revenues are forecast to grow at an 8 percent compound annual growth rate (CAGR) from 2022 to 2027, to above $35 billion. Macroeconomic uncertainty and lingering supply chain constraints are currently short-term headwinds, however, long-term growth is forecast to remain resilient supported by sustainability-minded cloud and colocation data center expansions and on-premises enterprise modernization.

Key Points: 
  • "Next generation processors and accelerators, from the likes of AMD, Intel, and NVIDIA, are rapidly changing the power and thermal management requirements for data center physical infrastructure," said Lucas Beran, Principal Analyst at Dell'Oro Group.
  • "At the same time, data center sustainability has risen to the top of decision making, planning, and design criteria in the industry.
  • Additional highlights from the Data Center Physical Infrastructure 5-Year January 2023 Forecast Report:
    DCPI revenue growth is forecast to remain resilient in 2023, growing 9 percent, supported by historically high DCPI vendor backlogs.
  • Data Center Thermal Management is forecast to grow at the fastest rate of any market segment during the forecast period, surpassing $7 billion in vendor revenues in 2027.