Topics: data center IT

Data Center Infrastructure

Data Center IT Semiconductor and Component Revenue Surged 182 Percent in 2Q 2026, According to Dell’Oro Group

Higher Component Costs and Strong AI Infrastructure Demand Drove Growth 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

Data Center IT Semiconductors and Components Market to Surpass $1.8 Trillion over Next Five Years, According to Dell’Oro Group

AI Infrastructure Spending Expands Across Accelerators, Memory, Storage, CPUs, and NICs

Data Center Infrastructure

Data Center IT Semiconductor and Component Revenue Increased 116 Percent in 1Q 2026, According to Dell’Oro Group

Dell’Oro Group reports data center semiconductor revenue surged 116 percent as AI

Data Center Infrastructure

AI Infrastructure Expansion Drives Data Center IT Component Market Growth, According to Dell’Oro Group

AI infrastructure expansion is driving strong demand across data center components, with

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

AI Accelerators Power Data Center IT Component to 40 Percent Growth in 3Q 2025, According to Dell’Oro Group

Global data center server and storage component revenue surged 40% year-over-year in

Data Center Infrastructure

Data Center Semiconductors and Components up 44 Percent on AI Hardware Demand in 2Q 2025, According to Dell’Oro Group

“NVIDIA’s Blackwell Ultra GPUs, along with custom accelerators from Google and Amazon,

Data Center Infrastructure

Merchant GPUs and Custom Accelerators to Reach $446 Billion by 2029, According to Dell’Oro Group

“The worldwide Data Center IT Semiconductor and Component market is projected to

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