Server Capacity Expansion Drove Cloud Capex 17 Percent Higher Y/Y in 2Q 2020. In this video, Baron Fung, Research Director, will provide you some key takeaways from the 2Q20 Data Center Capex report
About the Author
Baron Fung joined Dell’Oro Group in 2017, and is currently responsible for the Data Center Capex, and Ethernet Controller and Adapter. Since joining the firm, Mr. Fung has significantly expanded our analysis of data center cloud providers, delving deep into capex and its allocation as well as the vendors supplying the cloud. In addition, Mr. Fung built and launched coverage of Smart NICs and is responsible for the Controller & Adapter and Server and Storage Systems market research programs. Mr. Fung’s research and analysis have been widely cited in business publications such as Barron's, Data Center News Asia, eWeek, Fierce Telecom, Markets Insider, The Financial Examiner. Mr. Fung has appeared as an invited speaker at investor conferences.
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