There is a very interesting technical side to IT infrastructure, which we are obviously very keen on exploring here at The Next Platform. But there is an economic side that we also watch like a hawk.
We have always believed at server and storage spending are leading indicators of the global economy, and that if spending is boisterous then companies are optimistic or terrified about the future – or both at the same time. The dot-com boom was one such bubble that combined optimism about the possibilities for transforming applications as well as giving companies anxiety about not being able to compete with their compute. The AI revolution is another one.
And so, when we can get our hands on some infrastructure spending data, we pull it apart and plot out the trends. We have just…
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