According to a recently published report from Dell’Oro Group, worldwide data center capex is projected to grow at 21 percent CAGR. We anticipate the hyperscale cloud service providers to account for half of the $1.2 trillion global data center capex by 2029. “We’ve raised our forecast for data center infrastructure spending, driven by the rapid adoption […]
According to a recently published report by Dell’Oro Group, worldwide data center capex surged 53 percent year-over-year in 1Q 2025, marking the sixth consecutive quarter of double-digit annual growth. This growth streak continues to be propelled by hyperscale cloud service providers ramping investments in AI infrastructure, particularly from deployments of servers powered by NVIDIA’s Blackwell […]
According to a recently published report by Dell’Oro Group, global data center capex surged 51 percent to $455 billion in 2024. Accelerated servers optimized for AI training workloads deployed by the hyperscalers accounted for most of the growth. “The top 10 hyperscalers accounted for more than half of global data center capex in 2024, driven […]
