Data Center Capex to Surpass $1 Trillion by 2029, According to Dell’Oro Group

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“We project that data center infrastructure spending could surpass $1 trillion annually within five years. While AI spending has yet to meet desired returns and efficiency improvements, long-term growth remains assured, driven by hyperscalers’ multi-year capex cycles and government initiatives such as the $500 billion Stargate Project,” said Baron Fung, Senior Research Director at Dell’Oro Group.

5G Mobile Backhaul Transport Market Forecast to Grow at 12 Percent CAGR, According to Dell’Oro Group

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“The 5G cycle started in 2018 and ramped through 2023, driving demand for both wireless and fiber backhaul systems. After a decline in 2024, we anticipate the 5G cycle will drive more demand for mobile backhaul equipment through 2028, which we believe is the year that marks the end of the 5G cycle and the beginning of the 6G cycle,” said Jimmy Yu, Vice President of Dell’Oro Group.

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