Topics: data center capex

Data Center Infrastructure

Data Center Capex Grew 92 Percent in 2Q 2026, Driven by Surging AI Demand and Memory Costs, According to Dell’Oro Group

US and China Hyperscalers Double Spending as Server Costs Rise REDWOOD

Data Center IT Capex

Data Center Infrastructure

AI Buildout Maintains Momentum as Data Center Capex Surpasses $3 Trillion by 2030, According to Dell’Oro Group

Hyperscalers, Neoclouds, and Sovereign AI Enter a New Phase of Infrastructure Expansion

Data Center Infrastructure

AI Infrastructure Buildouts and Memory Cost Inflation Drove Data Center Capex Higher in 1Q 2026, According to Dell’Oro Group

Dell’Oro Group’s 1Q26 Data Center IT Capex report highlights accelerating hyperscale AI

Data Center Infrastructure

Data Center Capex Surges 57 Percent in 2025 as AI Deployments Accelerate, According to Dell’Oro Group

Dell’Oro Group reports data center capex surged 57 percent in 2025 as

Data Center Infrastructure

AI Boom Drives Data Center Capex to $1.7 Trillion by 2030, According to Dell’Oro Group

Dell’Oro Group forecasts global data center capex will reach $1.7 Trillion by

Data Center Infrastructure

Data Center Capex Up 59 Percent on Continued AI Investment in 3Q 2025, According to Dell’Oro Group

Worldwide data center capital expenditures jumped 59% year-over-year in 3Q 2025 as

Data Center Infrastructure

Hyperscaler AI Deployments Lift Data Center Capex to Record Highs in 2Q 2025, According to Dell’Oro Group

“Accelerated server spending rose 76 percent, driven by the ramp of NVIDIA

Data Center Infrastructure

Data Center Capex to Grow at 21 Percent CAGR Through 2029, According to Dell’Oro Group

“We’ve raised our forecast for data center infrastructure spending, driven by the

Data Center Infrastructure

Insights from GTC25: Evolution of GPU Compute Architecture

In a new analysis, Dell’Oro’s Baron Fung examines NVIDIA’s shift to rack-scale

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