Data center capital expenditure for the largest cloud and colocation service providers, total global data center including enterprises, and five-year spend forecast. Capex categorized by physical and IT infrastructure equipment types.
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Data Center Capex Tracker – 2H24
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The Analyst Team
Alan Howard
Follow AnalystPrincipal Analyst, Colocation and DC Building
Alan focuses on cloud and colocation service provider markets and covers service revenues, data center locations and new construction, and the distribution of data center capex. Coverage includes current service provider revenue performance, service offering trends and insights, and data center construction and expansion.
Alan has more than 30 years of experience in the information technology industry, serving in technical, marketing, research, and business management roles. He is frequently invited to speak at conferences and advise on colocation, data center, and cloud markets and strategies. Prior to joining Omdia, he was vice president and chief researcher for Wired Real Estate Group, a data center advisory firm. Alan was responsible for consulting with investors, investment banks, data center operators, real estate owners, and enterprises to assist with market assessments and strategy.
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Vladimir Galabov
Follow AnalystSenior Research Director, Enterprise Infrastructure
Vlad is responsible for the enterprise infrastructure teams at Omdia, including the cloud and data center research practice and the cybersecurity research practice. He guides the teams’ research strategy and produces research with a focus on disruptive trends, such as infrastructure upgrades necessary to enable broad adoption of AI, as well as the impact of AI on the enterprise infrastructure stack.
Vlad joined Omdia, formerly IHS Markit Technology, in 2016. He assumed the responsibility for the cloud and data center research practice in 2021, developing many of its unique, industry-leading technical analyses, including its flagship “single source of truth” data center capex and capacity model. He held senior positions at Intel and Ciena, where his data-led insights served as a central input into the companies’ strategies. Key market models he developed include an in-depth analysis of telecommunications network operations costs, a PC inventory tracker, and an actionable IoT market forecast. Vlad’s work has even facilitated decision-making in the British Parliament. He holds a Bachelor of Science degree in economics and management from Aston University, the UK.
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