Industry News
A certain forecast: Global cloud infrastructure spending will reach $101.4 billion in 2023
Views : 749
Author : JIUZHOU
Update time : 2023-10-20 10:17:44
In 2023, cloud infrastructure spending will increase 10.6% from 2022, reaching $101.4 billion. This was slightly higher than the previous forecast of 7.3% growth. Non-cloud infrastructure spending is expected to reach $58.5 billion, down 7.9%. Slow growth forecasts for non-cloud infrastructure reflect expectations that the market will face headwinds.
According to a certain latest report, the second quarter of 2023 (2Q23). Spending on computing and storage infrastructure products for cloud deployments increased 7.9% year over year. Reaching US$24.6 billion.
Cloud infrastructure spending continues to outpace non-cloud infrastructure spending, which fell 8.3% to $14.4 billion in 2Q23. Demand in the cloud infrastructure segment fell by 23.2%.But the average selling price (ASP) increased.
In the first half of 2023, shared cloud infrastructure spending exceeded non-cloud spending, accounting for 45.8% of total infrastructure spending. Dedicated cloud infrastructure spending fell 4.9% year-on-year in 2Q23 to $6.7 billion.
According to this forecast, cloud infrastructure spending will increase by 10.6% in 2023 compared with 2022. Reaching US$101.4 billion. This was slightly higher than the previous forecast of 7.3% growth. Non-cloud infrastructure spending is expected to reach $58.5 billion, down 7.9%.
Shared cloud infrastructure spending is expected to reach $72 billion for the full year, an increase of 13.5%. Spending on dedicated cloud infrastructure is expected to grow 4.1%, reaching $29.4 billion for the full year. Slow growth forecasts for non-cloud infrastructure reflect expectations that the market will face headwinds.
According to this forecast, in the long term, during the forecast period of 2022-2027. Cloud infrastructure spending will grow at a compound annual growth rate (CAGR) of 11.3%.
It is expected to reach $156.7 billion by 2027, accounting for 69.4% of total computing and storage infrastructure spending. Shared cloud infrastructure spending will grow at a CAGR of 11.6% and will reach $109.7 billion by 2027.
Spending on dedicated cloud infrastructure will grow at a compound annual growth rate of 10.7% to $47 billion.
Spending on non-cloud infrastructure will grow at a compound annual growth rate of 1.7%, reaching $69.1 billion by 2027. Service provider spending on computing and storage infrastructure is expected to grow at a CAGR of 10.9%. It will reach US$152.6 billion by 2027.
According to a certain latest report, the second quarter of 2023 (2Q23). Spending on computing and storage infrastructure products for cloud deployments increased 7.9% year over year. Reaching US$24.6 billion.
Cloud infrastructure spending continues to outpace non-cloud infrastructure spending, which fell 8.3% to $14.4 billion in 2Q23. Demand in the cloud infrastructure segment fell by 23.2%.But the average selling price (ASP) increased.
In the first half of 2023, shared cloud infrastructure spending exceeded non-cloud spending, accounting for 45.8% of total infrastructure spending. Dedicated cloud infrastructure spending fell 4.9% year-on-year in 2Q23 to $6.7 billion.
According to this forecast, cloud infrastructure spending will increase by 10.6% in 2023 compared with 2022. Reaching US$101.4 billion. This was slightly higher than the previous forecast of 7.3% growth. Non-cloud infrastructure spending is expected to reach $58.5 billion, down 7.9%.
Shared cloud infrastructure spending is expected to reach $72 billion for the full year, an increase of 13.5%. Spending on dedicated cloud infrastructure is expected to grow 4.1%, reaching $29.4 billion for the full year. Slow growth forecasts for non-cloud infrastructure reflect expectations that the market will face headwinds.
According to this forecast, in the long term, during the forecast period of 2022-2027. Cloud infrastructure spending will grow at a compound annual growth rate (CAGR) of 11.3%.
It is expected to reach $156.7 billion by 2027, accounting for 69.4% of total computing and storage infrastructure spending. Shared cloud infrastructure spending will grow at a CAGR of 11.6% and will reach $109.7 billion by 2027.
Spending on dedicated cloud infrastructure will grow at a compound annual growth rate of 10.7% to $47 billion.
Spending on non-cloud infrastructure will grow at a compound annual growth rate of 1.7%, reaching $69.1 billion by 2027. Service provider spending on computing and storage infrastructure is expected to grow at a CAGR of 10.9%. It will reach US$152.6 billion by 2027.
Related News
Read More >>
AI Data Center Optical Evolution: Trends & Market
Sep .20.2026
With the rapid growth of artificial intelligence computing, data centers now need much more bandwidth. The physical limitations of traditional copper cable connections are becoming increasingly apparent as transmission speeds rise.
The Global OCS Market Will Exceed $8 Billion by 2030
Sep .09.2026
The latest industry forecasts indicate that by 2030, the total size of the global optical path switch market is expected to exceed $8 billion, with a compound annual growth rate (CAGR) of over 30% between 2026 and 2030.
400G Single-Lane: Next Inflection for AI Datacenters
Aug .27.2026
400G per lane is the next inflection for AI data centers, boosting bandwidth and scaling, but requires advances in materials, packaging, and cooling.
AI-driven 800G Ramp-up Amplifies Quality Risks
Aug .14.2026
Faced with a surge in orders, leading global manufacturers are increasing production line speeds and shortening delivery cycles. However, the real challenge of this growth goes beyond “can we deliver orders on time?”