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Research

(Source: Dell’Oro Group 4Q 2021 Data Center Physical Infrastructure Quarterly Report)
➢ Despite ongoing supply chain constraints, data center physical infrastructure revenues rose 11% in 2021.

➢ The fastest-growing data center physical infrastructure market segment in 2021 was thermal management. Revenue grew 14%, led by direct liquid and immersion cooling technologies.

➢ For 2022, worldwide data center physical infrastructure revenues are forecast to grow 8% and exceed $23 billion.

Up Ahead

April 4-6: MIPTV; Cannes, France

April 23-27: NAB Show, Las Vegas

April 24-26: NTCA Legislative + Policy Conference; Washington, DC

April 28: Interactive Case Competition Meet the Judges Webinar

May 6: Free State Foundation 14th Annual Policy Conference; Washington, DC

Quotable

“The Chairwoman, along with my colleagues, supported my proposal to seek comment on a Pilot Program to expand [ACP] participation by households that benefit from Federal Public Housing Assistance. More than 5 million households benefit from federal rental assistance programs, including public housing and the housing choice voucher program . There is a clear synergy between housing and connectivity… I’ve met with a number of Public Housing Authorities already to seek their expertise in closing the digital divide, and I’ll never forget when I got to sit down with a single mother of three in Selma, Alabama who told me how free connectivity in her residence at the George Washington Carver Homes transformed her life. I know it can do the same for others.”

– FCC Commissioner Geoffrey Starks detailing efforts to build Affordable Connectivity Program participation during a House Communications Subcommittee FCC oversight hearing

The Daily

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Comcast Entering Carriage Renewals With Open Mind

Comcast ’s domestic video customer net losses were 487,000 during 1Q24. Leadership didn’t have much to say when it came to the Xumo streaming platform, but President/CEO, Connectivity & Platforms Dave

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Calendar

Apr 25
2024 Cablefax 100 Awards Magazine Release: April 25, 2024
Jun 13
2024 American Broadband Congress Conference Registration is Open!
Jun 26
2024 FAXIES Awards Nominations Are Open!
Full Calendar

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Contact Rob Hudgins, [email protected], for more information.