On the DCN Information Desk throughout Knowledge Middle World 2025, Omdia’s Alan Howard provided readability on a number of key trade matters, together with the much-discussed “$1 trillion by 2030” forecast for information heart capex.
Howard supplied vital context round current headlines about Microsoft’s development slowdowns, explaining that such changes mirror evolving enterprise relationships and long-term land banking methods moderately than broader market weak spot.
On the trending idea of ‘AI factories,’ Howard lower by the advertising and marketing hype, noting that whereas some amenities are genuinely designed for intensive AI workloads, true end-to-end AI information facilities stay “few and much between.”
▶️ Watch the total interview right here:
