28min chapter

Breaking Analysis with Dave Vellante cover image

On-Prem is on Fire but Cloud Continues to Win the Day

Breaking Analysis with Dave Vellante

CHAPTER

Analyzing AI Server Trends in On-Premises and Cloud Markets

The chapter provides an in-depth analysis of the current trends in on-premises and cloud infrastructure markets, comparing the financial performances of technology companies like Dell, Supermicro, HPE, and Oracle with major cloud hyperscalers. It evaluates various aspects such as growth rates, revenue projections, market shares, and customer spending momentum to foresee the landscape for the technology industry in the coming years.

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