Dell’Oro: Global Data Center CAPEX Surges
Global data center capex surged 51 percent to $455 billion in 2024, according to a new report from Dell’Oro Group. Accelerated servers optimized for…
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Global data center capex surged 51 percent to $455 billion in 2024, according to a new report from Dell’Oro Group. Accelerated servers optimized for…
Worldwide data center capex is projected to surpass $1 trillion by 2029, according to a new report from Dell’Oro Group. AI infrastructure spending will…
Alphabet reported a 12% year-over-year revenue increase to $96.5 billion in Q4 2024, with Google Cloud leading the charge at $12 billion, up 30% year-over-year. The results reflected a slowdown…
Ongoing investments in AI infrastructure fueled a 82 percent increase in hyperscale data center capex in 3Q 2024, according to a new report from…
Telecom operators are now scaling back their investments in 5G and fixed broadband technologies, according to a new report from Dell’Oro Group. Preliminary findings…
Dell’Oro Group raised it data center capex forecast to a 24 percent compound annual growth rate (CAGR) by 2028 as a result of surging…
Comcast reported its second-quarter 2024 results, showcasing mixed performance across its various business segments. In the Connectivity & Platforms division, which includes Residential and…
AT&T reported Q1 revenue of $30.0 billion versus $30.1 billion in the year-ago quarter, down 0.4%. Net income was $3.8 billion versus $4.5 billion…
Accelerated computing is set to drive a 17% growth in hyperscale cloud capex by 2024, with AI infrastructure investments on the rise, according to…
Worldwide data center CAPEX is forecast to rebound to 11 percent growth in 2024 as select hyperscale cloud service providers return to an expansion…
AT&T expects a capital investment of $21-22 billion in 2024, focusing on digital infrastructure for mobile and fiber networks. The company plans to decrease…
Verizon asserted that its networks “stand ready to serve customers at work, at home and remotely—including first responders and those protecting the public—when critical…
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