Dell'Oro Group forecasts the worldwide Data Center IT Semiconductors and Components market will reach $1.8 trillion by 2

According to a newly published forecast report by Dell'Oro Group, the worldwide Data Center IT Semiconductors and Components market is poised for substantial growth, reaching 1.8 trillion dollars by 2030. This forecast has been revised significantly since the January 2026 report, reflecting higher projections for data center capex and power capacity additions.

Baron Fung, Vice President of Research at Dell'Oro Group, stated that AI will remain the primary driver of data center infrastructure spending, with accelerators accounting for the largest share of the component market. Memory, storage, CPUs, and NICs will innovate and scale alongside accelerators, while supply constraints are expected to sustain elevated pricing for memory and storage. At the same time, inference, storage, and agentic AI are expected to increase demand for general-purpose servers, supporting growth across the broader component categories.

Significant development is also underway to improve accelerator performance per watt and reduce cost per token by scaling architectures from the package through the rack level. Heterogeneous computing targeted at various workload domains could further improve efficiency at the data center scale. Dell'Oro Group's Data Center IT Semiconductors and Components 5-Year Forecast Report provides a complete, in-depth analysis of the market with tables covering manufacturers' revenue and unit shipments for technologies such as accelerators, CPUs, memory, network interface cards, and storage drives including HDDs and SSDs.

Dell'Oro Group is a market research firm specializing in strategic competitive analysis in the telecommunications, security, enterprise networks, and data center markets.