We would like to keep you up to date with the latest news from Datacentre Solutions by sending you push notifications.
Digital Newsletter
Each week our editor Phil Alsop rounds up the most popular articles, videos and expert opinions. We compile this into a Digital Newsletter and send it straight to your inbox every week.
Digital Magazines
We'll let you know each time a new edition of Data Centre Solutions is released so that you're always kept up-to-date with the latest and greatest news and press releases.
Video Magazines
The Data Centre Solutions Video magazine contains the latest Zoom interviews with experts in the industry.
“We project that data center infrastructure spending could surpass $1 trillion annually within five years. While AI spending has yet to meet desired returns and efficiency improvements, long-term growth remains assured, driven by hyperscalers’ multi-year capex cycles and government initiatives such as the $500 billion Stargate Project,” said Baron Fung, Senior Research Director at Dell’Oro Group. "Although recent advancements in AI model training efficiency from DeepSeek have been disruptive, innovations have been in progress for some time to drive greater efficiencies and lower the total cost of ownership in building and operating AI data centers. Key areas of focus include advancements in accelerated computing through GPUs and custom accelerators, LLM optimizations, and next-generation rack-scale and network infrastructure—all crucial to enabling sustainable growth from both a cost and power perspective,” Fung explained.
Additional highlights from the Data Center IT Capex 5-Year January 2025 Forecast Report:
Worldwide data center capex is forecast for a CAGR of 21 percent by 2029.
Accelerated servers for AI training and domain-specific workloads could represent nearly half of data center infrastructure spending by 2029.
While the Top 4 US-based cloud service providers (SPs)—Amazon, Google, Meta, and Microsoft—will account for nearly half of global data center capex in 2025, select Tier 2 cloud SPs are poised to increase capex significantly over the next several years.
