numeri interessanti ; tutti i telco spendono 330 b€ in capex, i data center sono a 230 b€ (solo un piccola parte dei data center è fatta dai telco) … ormai siamo li
ciao!
g
https://www.idc.com/getdoc.jsp?containerId=US49861322
dic 2022 - Market Forecast - Doc # US49861322
Worldwide Telecommunications Capex Forecast, 2022–2026
By: Daryl Schoolar , Peter Chahal , Bill Rojas , Bruno Teyton
$4,500.00
Forecast Document TimelineiconDec-2021iconDec-2022
Abstract
This IDC study provides a worldwide forecast for telecommunications service provider capex covering the 2022–2026 period. The capex forecast is broken out between wireless and wireline networks with data for each one of the three main geographic regions. Capex is defined as capital spending by telcos to acquire or upgrade tangible assets (plant, property, and equipment) and intangible assets excluding telecommunications and spectrum licenses.
"With the notable exception of 2021, telecommunications service providers' annual capex does not vary significantly from year to year," says Daryl Schoolar, vice president, IDC's Worldwide Telecommunications Insights. "However, the stability of annual telecom service provider capex does not mean this is an insignificant market. IDC forecasts 2022 worldwide telecommunications service provider capex will be just over $335 billion, and nearly $329 billion in 2026."
Global Data Center Capex Grew 15 Percent to $241 Billion in 2022, According to Dell'Oro Group
Mar 16, 2023, 08:00 ET
Cloud and Enterprise Spending to Decelerate to Single-Digit Growth in 2023
REDWOOD CITY, Calif., March 16, 2023 /PRNewswire/ -- According to a recently published report by Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, global data center capex grew 15 percent to $241 billion in 2022. However, we project cloud and enterprise data center spending to decelerate to single-digit growth in 2023.
"The hyperscale cloud service providers have undergone a robust expansion cycle for three straight years while navigating through a supply constraint environment," said Baron Fung, Senior Research Director at Dell'Oro Group. "Enterprises also increased their IT spending from digital transformation initiatives. However, the market is due for a pullback as the hyperscalers are at the end of their expansion cycle and seek to improve efficiencies, and the enterprises will scrutinize expenditures more carefully in an uncertain economic environment. Thus, shifting from a supply-constrained environment to one that is oversupplied as demand softens in certain sectors," explained Fung.
Additional highlights from the 4Q 2022 Data Center IT Capex Quarterly Report:
· The Top 10 Cloud SPs comprised 48 percent of global data center capex in 2022.
· The leading server vendors by revenue in 2022 were Dell, followed by HPE and Inspur.
· Upcoming server architectural changes and accelerated computing will contribute to long-term data center investments.