<p>➀ Dell'Oro reported that datacentre capex grew 51% to $455 billion in 2024, driven by hyperscalers deploying accelerated servers optimized for AI training workloads.</p><p>➁ The top 10 hyperscalers accounted for over half of global datacentre capex, with NVIDIA's Hopper architecture and custom accelerators from Google, Amazon, and Microsoft contributing significantly.</p><p>➂ Dell led all OEMs in server revenue for 2024, with white-box server vendors capturing over 56% of total server revenue.</p>