According to a Dell'Oro Group report released August 18, 2026, worldwide data center capital expenditure is projected to

A recently published report from Dell'Oro Group forecasts that worldwide data center capital expenditure will maintain its growth momentum and surpass $3 trillion by 2030. High-end accelerators powering AI-optimized servers are expected to constitute the largest portion of this spending and serve as the main catalyst for expansion throughout the forecast period. Baron Fung, Vice President of Research at Dell'Oro Group, stated, "Our 2030 data center capex outlook has nearly doubled since the January 2026 forecast, reflecting higher hyperscale capex guidance, increased projections for global data center power capacity, and higher commodity costs." He added that "high-end accelerators powering AI-optimized servers are expected to account for the largest share of data center capex and remain the primary driver of growth over the forecast period." However, Fung noted that "the pace of growth will depend on the sustainability of investment, power availability, and supply chain conditions. Accelerated and heterogeneous computing, along with innovations in server efficiency, could help mitigate the rising cost and infrastructure demands of AI. The Top 4 US hyperscalers alone could represent about half of global capex, while enterprise investment remains constrained by uncertain AI returns."

The Data Center IT Capex 5-Year July 2026 Forecast Report provides a comprehensive market overview featuring historical data from 2014 to the present. It includes detailed tables forecasting data center and server capital expenditure, as well as server unit shipments across multiple customer segments, including the Top 4 US Cloud, Top 3 China Cloud, other major cloud, AI Model Builders and Neocloud, Rest-of-Cloud, Colocation, Telco, and Enterprise. The publication also breaks out revenue sub-segments for data center infrastructure equipment, server, storage system, network infrastructure, physical infrastructure, and other data center equipment. Interested parties can purchase the report by contacting the company at [email protected].

Dell'Oro Group is a market research firm specializing in strategic competitive analysis within the telecommunications, networks, and data center IT sectors. The organization delivers in-depth quantitative data and qualitative analysis to support fact-based business decisions. For additional information, stakeholders may reach Dell'Oro Group at +1.650.622.9400 or visit www.delloro.com.