The Knowledge Middle Bodily Infrastructure (DCPI) market is ready for strong progress, with a projected 15 % compound annual progress price (CAGR) from 2024 to 2029, as detailed in a latest report by Dell’Oro Group. The escalation will see the market attain a big milestone of $63.1 billion by the shut of this era, fuelled by AI-ready capabilities intensifying mid-decade.
The forecast underscores accelerated deployments tailor-made to assist surging computing workloads. Alex Cordovil, Analysis Director at Dell’Oro Group, emphasises how AI improvements are redefining facility designs, elevating densities, enhancing energy intelligence, and transitioning liquid cooling from a specialist answer to a typical necessity.
Key Report Findings:
- Thermal Administration: Set to escalate with a 19 % CAGR. Inside this, Direct Liquid Cooling (DLC) is anticipated to leap from $1.1 billion in 2024 to $5.8 billion by 2029, aligning with elevated rack densities.
- Energy Distribution: Cupboard PDU and Busway are anticipated to expertise a 21 % CAGR, with overhead busbars rising as an important part, particularly in AI halls, reaching 25 % CAGR progress. RPPs, nonetheless, are anticipated to see extra modest progress charges.
- Service Suppliers: Each cloud and collocation service suppliers are forecasted for a 20 % CAGR, whereas Enterprises have a tendency in the direction of a 6 % CAGR as AI infrastructure reliance grows.
Area-wise, North America is main the cost, with EMEA and China seeing peaks in 2026 earlier than doubtless moderation. AI sovereignty and export-oriented insurance policies prominently assist the continuing momentum.
Operators globally are optimising utility methods by integrating on-site era to mitigate capability enlargement challenges posed by energy constraints. This report provides detailed insights into market segments, together with UPS, thermal administration, and rack distribution amongst others.
Dell’Oro Group’s Knowledge Middle Bodily Infrastructure 5-12 months Forecast report offers an perception into the Knowledge Middle Bodily Infrastructure market. This covers market sizes and forecasts for uninterruptible energy provides (UPS), thermal administration, cupboard energy distribution and busway, rack energy distribution, IT racks and containment, and software program and providers. Allocation of producing revenues by cloud service suppliers, telco, collocation, and enterprise buyer segments can also be given.
