A new Dell'Oro Group report projects that worldwide data center physical infrastructure revenue will grow at a 22 percen
According to a recently published report from Dell'Oro Group, a trusted source for market information on telecommunications, security, networks, and data center industries, worldwide data center physical infrastructure manufacturer revenue is projected to grow at a 22 percent compound annual growth rate from 2025 to 2030, reaching $120 billion by the end of the period. This expansion is primarily fueled by net additions to installed IT capacity, which will account for the vast majority of the forecasted growth. The report also notes that infrastructure spending per megawatt will play a smaller role in overall growth, as higher-density designs and liquid-cooled architectures shift investment across different infrastructure categories.
Alex Cordovil, Research Director at Dell'Oro Group, emphasized the structural shift in the market. He stated, "The AI buildout has moved past the point where it can be treated as a surge. It is now the baseline against which the rest of the market is measured," said Alex Cordovil, Research Director at Dell'Oro Group. "What has changed in this forecast is where the risk sits. Demand is no longer the open question—delivery is. Equipment lead times, construction labor, grid interconnection, and community consent all remain constrained, especially with the first statewide data center moratorium now in force."
The Data Center Physical Infrastructure 5-Year July 2026 forecast report delivers a comprehensive overview of the sector, detailing market sizes and projections for uninterruptible power supplies, thermal management, cabinet power distribution and busway, rack power distribution, IT racks and containment, and software and services. Revenue allocation across manufacturer segments is broken down by hyperscaler, other cloud, colocation, telecommunications, and enterprise customers, alongside regional forecasts for data center capacity additions. Organizations seeking further details on the report may contact the research team at [email protected].
Dell'Oro Group is a market research firm specializing in strategic competitive analysis within the telecommunications, security, enterprise networks, and data center infrastructure sectors. The company delivers in-depth quantitative data and qualitative analysis to support critical, fact-based business decisions. For additional information, interested parties may call +1.650.622.9400 or visit www.delloro.com.