AI applications drive strong demand for data centre infrastructure

The data centre physical infrastructure (DCPI) market revenue grew 15% year-on-year in Q2 2023, as AI applications usher in new demand and vendor backlogs continue to grow, according to the Dello’Oro Group.
While this increase is noted as a deceleration in revenue growth for the first time in six quarters, the research and analyst house reports that supply chain limitations are beginning to ease and price realisation are beginning to diminish. Combined with the new AI driven demands and re