The market for physical data centre infrastructure will grow at a compound annual rate (CAGR) of 15 percent from 2024 to 2029, reaching $63.1 billion by the end of the period. Analyst house Dell’Oro Group puts the growth down to ( you guessed it ) the mad rush for AI of various kinds. “AI-ready capacity [will] accelerate through the mid-decade,” it says. “This outlook reflects stronger-than-expected deployments to support accelerated computing workloads.”
Dell’Oro Group categorises the various foundational hardware componentry for computing, networking, and storage resources in the planet’s data centres as Data Centre Physical Infrastructure (DCPI). It has a new report with all the data. It says thermal management and cabinet power distribution unit (PDU) solutions, as sub-segments, w