Lucas Beran
- 51%
- Accuracy
- 25 of 41
- Analyst ranking
- 8
- Predictions scored
- 11
- Still to fall due
Right · 100%We forecast DCPI market revenue growth to accelerate to high teens in 2025
What happened. Dell'Oro's first-published quarterly DCPI growth for 2025 was 17% (1Q), 18% (2Q), 18% (3Q) and about 20% (4Q), about 18% for the year. No single full-year figure was published. 'High teens' is the 17-19% range (Jay, 25 Oct 2026). Growth of about 18% for 2025 is inside it. Scored Right by Jay on the quarterly figures, although no full-year figure is published.
Paraphrased. Source: Data Center Physical Infrastructure Market Gets AI Boost in 3Q 2024 (Dell'Oro press release)
Caveat. No independent evidence available. Scored on Accelsius’s own figures.
Half right · 50%Dell'Oro Group's worldwide DCPI revenue growth forecast for 2023 was raised to 12 percent.
What happened. Dell'Oro's March 2024 release reported 16 percent DCPI revenue growth for 2023. Forecast 12% against 16% actual: missed by 4 points. Sources: delloro.com.
Paraphrased. Source: Easing Supply Chain Constraints Boosted DCPI Market to 18 Percent Revenue Growth in 1Q 2023 (Dell'Oro press release)
Caveat. No independent evidence available. Scored on Accelsius’s own figures.
Mostly wrong · 25%Worldwide DCPI revenue growth is forecast to maintain 10 percent in 2023, with higher backlog supported growth in the first half of the year
What happened. Dell'Oro's March 2024 release reported 16 percent DCPI revenue growth for 2023. Forecast 10% against 16% actual: missed by 6 points. Kept separate from LB-04 because 10 is more than 10% away from 9. Sources: delloro.com.
Paraphrased. Source: Higher ASPs Push Data Center Physical Infrastructure Market Up 10 Percent in 2022 (Dell'Oro press release)
Caveat. No independent evidence available. Scored on Accelsius’s own figures.
Wrong · 0%A major hyperscale will make the plunge with a 10+ MW immersion cooling deployment ... what we are predicting we'll see in the second half of 2023
What happened. No top hyperscale cloud provider publicly announced a 10 MW-plus immersion cooling deployment in 2023. Dell'Oro's January 2024 DCPI outlook said: 'We also predicted a 10MW immersion cooling deployment from a top cloud service provider; however, this did not happen.' A named event in a named period that did not happen; the firm itself scored it as a miss. Sources: delloro.com.
Paraphrased. Source: Data Center Physical Infrastructure Market: A Look into 2023 (Dell'Oro blog)
Caveat. No independent evidence available. Scored on Accelsius’s own figures.
Mostly wrong · 25%Historically High Backlogs to Fuel 9 Percent Year-over-Year Revenue Growth in 2023
What happened. Dell'Oro's March 2024 release reported 16 percent DCPI revenue growth for 2023. Forecast 9% against 16% actual: missed by 7 points. Sources: delloro.com.
Paraphrased. Source: Data Center Physical Infrastructure Accelerates to 11 Percent Growth in 3Q 2022 as Orders Outpace Sales (Dell'Oro press release)
Caveat. No independent evidence available. Scored on Accelsius’s own figures.
Mostly wrong · 25%DCPI revenue growth is forecast to slow to 6 percent in 2023, driven by continued cloud and colocation service provider growth and marginal enterprise growth.
What happened. Dell'Oro's March 2024 release reported a record 16 percent DCPI revenue growth for 2023. Forecast 6% against 16% actual: missed by 10 points, the edge of the Mostly wrong band. Sources: delloro.com.
Paraphrased. Source: Sustainability Initiatives to Drive Data Center Physical Infrastructure to $31 Billion in 2026 (Dell'Oro press release)
Caveat. No independent evidence available. Scored on Accelsius’s own figures.
Right · 100%the historically high level of backlog from DCPI vendors gives Dell'Oro Group confidence in its DCPI market forecast of 9 percent in 2022.
What happened. Dell'Oro's March 2023 release reported 10 percent DCPI revenue growth in 2022. Forecast 9% against 10% actual: missed by 1 point. A new prediction rather than a restatement of LB-01 because 9 is more than 10% away from 8. Sources: delloro.com.
Caveat. No independent evidence available. Scored on Accelsius’s own figures.
Mostly right · 75%Worldwide data center physical infrastructure revenues are forecast to grow 8 percent in 2022, exceeding $23 billion.
What happened. Dell'Oro's March 2023 release reported that DCPI revenue grew 10 percent in 2022. No 2022 dollar total was published in a release. Forecast 8% against 10% actual: missed by 2 points, inside the 2.5-point band. Sources: delloro.com.
Paraphrased. Source: Despite Supply Constraints Data Center Physical Infrastructure Market Grew 11 Percent in 2021 (Dell'Oro press release)
Caveat. No independent evidence available. Scored on Accelsius’s own figures.
Still to fall due11 predictions
- Dec 2028
We forecast this to materialize over the next five years (2024-2028) in a market opportunity totaling more than $15 B.
Infrastructure & Telecoms · made Jul 2024 · source - Dec 2024
Looking ahead, we forecast double-digit revenue growth for the 2024 DCPI market after a small upward revision.
Infrastructure & Telecoms · made Jun 2024 · source - Dec 2028
we have raised our liquid cooling forecast which is now surpassing $3 billion in 2028
Infrastructure & Telecoms · made Feb 2024 · source - Dec 2028
the Data Center Physical Infrastructure (DCPI) market is set to grow at an 11 percent compound annual growth rate (CAGR) from 2023 to 2028, to over $46 billion.
Infrastructure & Telecoms · made Feb 2024 · source - Dec 2024
DCPI revenue growth is forecast to slow to a high single-digit rate in 2024, before accelerating to higher growth in 2025 through 2028.
Infrastructure & Telecoms · made Feb 2024 · source - Dec 2028
between 2023 and 2028, the overall thermal management market (comprising both air and liquid cooling systems) will expand at a 14% CAGR to reach $12 billion.
Infrastructure & Telecoms · made Feb 2024 · source - Dec 2027
The two primary technologies, direct liquid cooling and immersion cooling (single-phase and two-phase), are forecast to grow significantly and reach $1.7 billion, or 24 percent, of thermal management revenue by 2027
Infrastructure & Telecoms · made Feb 2023 · source - Dec 2027
data center physical infrastructure (DCPI) revenues are forecast to grow at an 8 percent compound annual growth rate (CAGR) from 2022 to 2027, to above $35 billion.
Infrastructure & Telecoms · made Feb 2023 · source - Dec 2026
KVM switch and serial console server revenues are forecast to grow at a 5 percent compound annual growth rate (CAGR) from 2021 to 2026, surpassing $1 billion.
Infrastructure & Telecoms · made Nov 2022 · source - Dec 2026
both direct liquid cooling (DLC) and immersion cooling (single-phase and two-phase) are forecast to grow significantly and surpass $1 billion in market revenue by 2026
Infrastructure & Telecoms · made Aug 2022 · source - Dec 2026
data center physical infrastructure (DCPI) revenues are forecast to grow at an 8 percent compound annual growth rate (CAGR) from 2021 to 2026, to above $31 billion.
Infrastructure & Telecoms · made Aug 2022 · source