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Dell’Oro Group projects data center capex will reach $1.7 trillion by 2030

Source Decision Insights Record Published February 11, 2026 Companies 3
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3 companies named across 12 categories, one of 169 articles referencing Dell'Oro Group. Previous coverage: Dell'Oro Group projects DCPI market to top $80 billion (Feb 2026).

Companies mentioned

Best suited for

Seniority
EVP / SVP / VP / AVP
Job function
Application Management / Integration / Middleware
Persona
Platform / Infrastructure Operations Leader
Buyer role
Decision Maker / Budget Holder
Decision stage
How to start
Adoption curve
Early Majority
Industry
Information Technology / Software & Services / IT Services / AI Infrastructure

Our classification, not the publisher's statement. Best suited for, not only for.

Dell’Oro Group projects worldwide data center Capital Expenditure (CAPEX) will total $1.7 trillion by 2030 and approach $1 trillion in 2026, requiring IT and enterprise leaders to prepare for higher demand for compute, networking, storage, and power.

Market Overview

The report attributes the multi-year Artificial Intelligence (AI) expansion cycle to increased infrastructure spending by hyperscalers, neo cloud providers, AI model builders, and sovereign cloud initiatives.

Key Findings

“The Top 4 US hyperscale cloud service providers—Amazon, Google, Meta, and Microsoft—entered 2026 with strong momentum, raising combined data center capital expenditures to nearly $600 Billion,” said Baron Fung, Senior Research Director at Dell’Oro Group.

“Beyond the Top 4 US hyperscale cloud service providers, AI model builders, neo cloud providers, and sovereign cloud initiatives are accelerating their own data center deployments. As a result, global data center capex is expected to approach $1 Trillion in 2026, reaching a major industry milestone sooner than anticipated,” said Baron Fung.

Segment or Supplier Performance

The Top 4 US hyperscalers are projected to represent about half of global data center CAPEX by 2030, while Dell’Oro forecasts emerging AI model builders and neo cloud providers will increase their share of spending.

Technology or Trend Analysis

Dell’Oro expects accelerated servers for AI training and domain-specific workloads could account for approximately two-thirds of total data center infrastructure spending by 2030, and that deployments are raising demand for networking, storage, inference capacity, and advanced power and cooling.

Forecast or Analyst Outlook

The report projects global data center CAPEX at $1.7 trillion by 2030 and notes global data center CAPEX is expected to approach $1 trillion in 2026 as hyperscalers and other providers expand deployments.

This Analyst Signals brief reflects a neutral, fact-based summary of the original research note.

Blog post, originally published at delloro.com.

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