AI power and cooling requirements lift data center physical infrastructure market to over $46B in 2028 – Dell'Oro

DCPI revenue growth is forecast to slow to a high single-digit rate in 2024, before accelerating to higher growth in 2025 through 2028.

Asia Pacific (excluding China), North America and Europe, the Middle East, and Africa (EMEA) are forecast to grow at the fastest CAGRs during the forecast period. China and the Caribbean and Latin America (CALA) are forecast to grow at slower rates.

Data Center Cabinet Power Distribution and Busway, Rack Power Distribution and Thermal Management are forecast to grow at the fastest rates during the forecast period.

Cloud and Colocation service providers are expected to account for the majority of growth during the forecast period, with the Enterprise customer segment growth forecast to be modest.