Inwestycje w centra danych rosną najszybciej od 3 lat
Serwery podrożały, a chmurowi giganci wyposażają kolejne ośrodki.

W 2022 r. inwestycje w data center będą nadal się zwiększać, ale problemem pozostanie dostępność sprzętu – według prognozy.
Rowój chmurowych data center i wyższe koszty infrastruktury zwiększają inwestycje do nie widzianych od kilku lat poziomów. Wydatki na centra danych rosły w I kw. 2022 r. dwucyfrowo, najszybciej od trzech lat w I kw. 2022 r. – według Dell’Oro Group.
Infrastruktura data center jest coraz droższa
Analitycy przypisują ten spory wzrost wyższym średnim cenom sprzedaży sprzętu, ponieważ producenci przerzucali koszty z łańcucha dostaw na użytkowników końcowych. Za urządzenia trzeba płacić więcej także w związku z przyjęciem nowych architektur serwerowych i zwiększeniem wydajności.
Dell’Oro spodziewa się, że wzrost nakładów inwestycyjnych na centra danych w 2022 r. będzie jeszcze wyższy, ponieważ czterej najwięksi dostawcy chmury (Amazon, Google, Meta, Microsoft) rozszerzają swoje usługi, a ceny pamięci serwerowych nadal rosną. Giganci zaplanowali uruchomienie usług w ponad 30 nowych regionach w tym roku.
Nadal jednak ograniczenia w dostępności hamują dostawy serwerów, w efekcie wzrost wolumenów wobec ub.r. w 2022 r. będzie jednocyfrowy.
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„Nie widać końca boomu fuzji i przejęć centrów danych”
Centra danych potrzebują finansowania. Korzystają fundusze, które dokonują rekordowych przejęć.
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