AI Design Shifts Slow Data Center Physical Infrastructure Market in 1Q 2024, According to Dell’Oro Group

“As I predicted, DCPI revenue growth slowed in 1Q 2024 as deployments related to AI workloads simply need more time to materialize, and to a lesser extent, a difficult comparison to an unseasonably strong 1Q 2023,” said Lucas Beran, Research Director at Dell’Oro Group