AI infrastructure investments to push data centre capex to over US$500bn by 2027 – report
According to a recently published report from Dell’Oro Group, AI infrastructure spending will propel data centre capex to over a half trillion dollars by 2027. However, the company anticipates near-term cloud and enterprise capex growth to decelerate as the market undergoes digestion. “Despite near-term data centre capex growth headwinds as the major cloud service providers […]