Datacentre infrastructure growth slows as opposition mounts

Dell'Oro says the Q2 data centre physical infrastructure market grew 27% YoY to $14 billion in manufacturer revenue. Power constraints, long-lead equipment and community opposition are stretching project timelines rather than weakening demand.

• DCPI manufacturer revenue rose 27% YoY to $14 billion in Q2
• Thermal management grew over 40% YoY, the fastest segment
• New York imposed the first statewide data centre moratorium in July
• Colocation was the largest customer segment, followed by hyperscalers