最新报告：未来四个季度全球数据中心资本支出将增长超20% - Latest report: Global data center capital expenditures will increase by more than 20% in the next four quarters
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Dell’Oro Group研究总监Baron Fung表示：“由于市场的不确定性持续存在，云服务提供商的消化周期比预期的要长。
我们预计下一个云扩展周期将从今年下半年开始，服务提供商将增加部署基于英特尔Ice Lake和AMD EPYC Milan x86处理器的最新一代服务器。虽然持续的供应链问题可能会阻碍投资，但受到影响的可能是企业，而非云服务提供商。”
According to the latest report of the market research company Dell’Oro Group, the global cloud data center capital expenditure is expected to increase by more than 20% year-on-year in the next four quarters. However, although corporate spending is showing signs of recovery, it is expected to be hindered by continued supply chain restrictions in the short term.
Baron Fung, research director of Dell’Oro Group, said: "Due to the continued uncertainty in the market, the digestion cycle of cloud service providers is longer than expected.
We expect that the next cloud expansion cycle will begin in the second half of this year, and service providers will increase the deployment of the latest generation of servers based on Intel Ice Lake and AMD EPYC Milan x86 processors. Although ongoing supply chain issues may hinder investment, it may be enterprises, not cloud service providers, that are affected. "
Other highlights of this global data center capital expenditure quarterly report for the second quarter of 2021 include:
·In 2021, global data center capital expenditure is expected to increase by 9%;
·It is expected that the growth of network infrastructure spending this year will exceed IT infrastructure spending;
In the next four quarters, Google and Microsoft will lead all cloud service providers in terms of data center capital expenditure, and the two companies will launch services in 13 new regions in total.