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US hyperscaler data center capex returns to growth in Q2 2019, with networking investment outpacing declining compute/storage costs.

Capex surge signals aggressive AI infrastructure buildout; networking strength reflects demand for high-bandwidth GPU interconnects.
First-hand · OfficialSlicast · August 8, 2019 · Global · Source: globenewswire.com
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US hyperscaler data center capex returns to growth in Q2 2019, with networking investment outpacing declining compute/storage costs.

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US hyperscaler data center capex returns to growth in Q2 2019, with networking investment outpacing declining compute/storage costs. · Slicast