Data center infrastructure equipment revenue rose 7 percent to $41.4 billion in the second quarter of 2020, according to Synergy Research Group.
Public cloud infrastructure accounted for 41 percent of the total data center infrastructure equipment spending in second quarter. Public cloud infrastructure revenue rose 25 percent in Q2 2020.
Cloud providers made investment in their data centers. Enterprise spending on data centrers dropped 3 percent from last year.
The main hardware-oriented segments of servers, storage and networking accounted for 75 percent of the data center infrastructure market. OS, virtualization software, cloud management and network security account for the balance.
ODMs in aggregate account for the largest portion of the public cloud market. Inspur is the leader in ODM space, followed by Dell Technologies, Microsoft and Huawei.
The Q2 market leader in enterprise infrastructure was Microsoft, followed by Dell, HPE, Cisco and VMware.
Dell is the leader in server and storage revenues. Cisco is dominant in the networking segment.
Microsoft features heavily in the rankings due to its position in server OS and virtualization applications.
The other leading vendors in the market are HPE, Inspur, Huawei, VMware, Lenovo and IBM.
“The US market grew at a good pace in the quarter, but among the larger markets it was China that was the standout performer, jumping almost 35 percent from the second quarter of last year,” John Dinsdale, chief analyst at Synergy Research Group, said.