2026년 2분기 데이터센터 부품 수익은 상승한 메모리 및 스토리지 가격에 견인되어 182% 급증했다.

Dell'Oro Group, the market research firm specializing in telecommunications, security, networks, and data center industries, published a report showing that worldwide Data Center IT Semiconductor and Component revenue for servers and storage systems reached unprecedented growth in the second quarter of 2026. DRAM and storage drives emerged as the strongest growth drivers, while sustained investment in AI infrastructure fueled broad-based demand across accelerators and complementary server and storage components.

Baron Fung, Vice President of Research at Dell'Oro Group, noted that data center component growth accelerated sharply in the second quarter, propelled by higher memory and storage prices and continued expansion in server demand. He highlighted that NVIDIA's Blackwell platform and custom accelerators from Google and Amazon continued to gain momentum. Fung also emphasized that agentic AI is emerging as a meaningful growth driver for general-purpose servers, broadening component demand beyond accelerated computing. The firm expects component revenue growth to maintain momentum through 2026, supported by elevated component prices and strong AI infrastructure investment, though supply constraints may ultimately limit hyperscaler capex plans.

The detailed findings show that DRAM and storage drive revenue grew at a triple-digit pace, with average selling prices per bit more than doubling year-over-year. Accelerated server deployments drove strong demand for complementary components, including HBM, CPUs, memory, and high-speed back-end NICs. General-purpose server demand remained robust across cloud service providers, sustained by continued infrastructure expansion and emerging agentic AI workloads.