“In line with our expectations, backlog normalization, inventory digestion, and spending optimization caused a decline in Ethernet data center switch sales in the first quarter of the year,” said Sameh Boujelbene, Vice President at Dell’Oro Group. “The decline was broad-based across Cloud Service Providers (SPs) as well as Enterprise segments…

As AI workloads are leading to the proliferation of accelerated computing, liquid cooling is becoming an industry requirement. Not only does liquid cooling enable deployment of the highest tier of processors, but increases thermal management efficiency, supporting industry sustainability goals while also lowering data center total cost of ownership… said Lucas Beran, Research Director at Dell’Oro Group