우리 회사의 2023년 공식 예측에 따르면, 웹스케일의 CAPEX는 2180억 달러, 캐리어 중립 사업자(CNNO)의 CAPEX는 390억 달러로 추산되며, 2023년 3분기 실제 CAPEX는 웹스케일가 2,000억 달러에 육박한다, CNNO가 360억 달러에 육박할 것으로 추정됩니다.
이 보고서는 웹스케일 및 CNNO(캐리어 중립 사업자)의 3분기 설비투자 규모와 시장 성장률에 대해 빠르게 검토하고 있습니다.
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This short note provides an early review of 3Q23 market growth and capex spending figures for two of the three operator segments we cover: webscale, and carrier-neutral. (Our third segment, telco, will be addressed in a few weeks as more earnings reports are available.) The analysis is based on a review of over 80% of reporting companies in the two segments. Our official forecast for 2023 calls for $218B of capex for webscalers, and $39B for carrier-neutral operators (CNNOs). Market figures through 3Q23 suggest actual capex is likely to be closer to $200B and $36B for the two segments, respectively. This is a small change, however, and the tech portion of webscale capex is rising modestly. Moreover, new data from DigitalBridge makes clear that private equity-funded spend is strong in the data center CNNO market, helping to offset a weaker public CNNO market. Consequently, the vendor opportunity in selling to these two markets in 2023 is roughly the same size as forecast.
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