Skip to main content

Dell'Oro Group reports 59% rise in data center capex

Source Decision Insights Record Published December 18, 2025 Companies 7
Human View Machine View

7 companies named across 8 categories, one of 17 articles referencing Dell. Previous coverage: Atsign introduces NoPorts Personal free tier (Dec 2025).

Companies mentioned

Best suited for

Seniority
C Level / Executive Team
Job function
Cloud Systems / Cloud Architect
Persona
Data / AI Operations Leader
Buyer role
Decision Maker / Budget Holder
Decision stage
Which to buy
Adoption curve
Early Majority
Industry
Information Technology / Software & Services / IT Services / Cloud Services

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

Dell'Oro Group reported worldwide data center capital expenditures rose 59 percent year over year in third-quarter 2025, marking the eighth consecutive quarter of double-digit growth as Artificial Intelligence (AI) investment broadened beyond training-focused deployments.

The report found the Top 4 US cloud service providers—Amazon, Google, Meta, and Microsoft—raised data center Capital Expenditure (CAPEX) expectations for 2025, and Oracle was on track to double its data center CAPEX while it expanded capacity for the Stargate project; the report also noted increased investment in both AI and general-purpose infrastructure.

Accelerated server spending surged in the quarter, driven by the ramp of NVIDIA Blackwell Ultra and custom accelerator platforms across US hyperscalers, neo cloud providers, and sovereign AI deployments. Demand for general-purpose servers strengthened as cloud providers expanded compute and storage to support growing cloud services and inference-heavy AI workloads. Dell led all server OEMs in revenue, followed by HPE and Lenovo, while white-box vendors captured the majority of server shipments.

The Data Center IT CAPEX Quarterly Report detailed infrastructure CAPEX for the ten largest cloud service providers, the Rest-of-Cloud, Telco, and Enterprise customer segments, and provided allocations for general-purpose and accelerated servers, storage systems, and other auxiliary data center equipment; it also discussed market trends, drivers of leading cloud providers' CAPEX growth, and an outlook for the next year. To purchase this report, contact [email protected].

“The Top 4 US cloud service providers—Amazon, Google, Meta, and Microsoft—continue to raise data center capex expectations for 2025, supported by increased investments in both AI and general-purpose infrastructure. Oracle is also on track to double its data center capex this year as it expands capacity for the Stargate project,” said Baron Fung, Senior Research Director at Dell'Oro Group.

The report raised the global data center CAPEX growth outlook through 2026.

Press release, provided by Cision on behalf of Dell'Oro Group. Read the original.

Mentions

Structured data (JSON-LD)

The schema.org markup this page publishes for search engines and AI agents, exactly as they read it.

[
  {
    "@context": "https://schema.org",
    "@id": "https://decisioninsights.ai/#website",
    "@type": "WebSite",
    "name": "Decision Insights",
    "potentialAction": {
      "@type": "SearchAction",
      "target": {
        "@type": "EntryPoint",
        "urlTemplate": "https://decisioninsights.ai/search/?q={search_term_string}&submit=1"
      }
    },
    "publisher": {
      "@id": "https://decisioninsights.ai/#organization"
    },
    "url": "https://decisioninsights.ai"
  },
  {
    "@context": "https://schema.org",
    "@id": "https://decisioninsights.ai/#organization",
    "@type": "Organization",
    "contactPoint": {
      "@type": "ContactPoint",
      "contactType": "customer support",
      "email": "[email protected]"
    },
    "description": "Decision Insights is a Registry of technology companies, open source projects, and industry terms, built for people and for AI agents that need sourced, structured information.",
    "logo": {
      "@type": "ImageObject",
      "url": "https://wiretap-cdn-assets.nyc3.cdn.digitaloceanspaces.com/decision-insights/[email protected]"
    },
    "name": "Decision Insights",
    "parentOrganization": {
      "@type": "Organization",
      "name": "Wiretap Labs",
      "sameAs": [
        "https://www.linkedin.com/company/wiretap-labs",
        "https://www.crunchbase.com/organization/wiretap-labs"
      ],
      "url": "https://wiretaplabs.com"
    },
    "publishingPrinciples": "https://decisioninsights.ai/standards/",
    "sameAs": [
      "https://www.linkedin.com/company/decisioninsights"
    ],
    "url": "https://decisioninsights.ai"
  },
  {
    "@context": "https://schema.org",
    "@type": "BreadcrumbList",
    "itemListElement": [
      {
        "@type": "ListItem",
        "item": "https://decisioninsights.ai",
        "name": "Decision Insights",
        "position": 1
      },
      {
        "@type": "ListItem",
        "item": "https://decisioninsights.ai/records/",
        "name": "Records",
        "position": 2
      },
      {
        "@type": "ListItem",
        "item": "https://decisioninsights.ai/delloro-group-reports-59-rise-in-data-center-capex/",
        "name": "Dell'Oro Group reports 59% rise in data center capex",
        "position": 3
      }
    ]
  },
  {
    "@context": "https://schema.org",
    "@id": "https://decisioninsights.ai/delloro-group-reports-59-rise-in-data-center-capex/#blogposting",
    "@type": "NewsArticle",
    "about": {
      "@id": "https://decisioninsights.ai/registry/dell-oro-group/#organization",
      "@type": "Organization",
      "mainEntityOfPage": "https://decisioninsights.ai/registry/dell-oro-group/",
      "name": "Dell'Oro Group"
    },
    "articleSection": [
      "Data Center",
      "Artificial Intelligence",
      "Storage",
      "Network Operator"
    ],
    "audience": [
      {
        "@type": "Audience",
        "additionalType": "Seniority",
        "audienceType": "C Level / Executive Team"
      },
      {
        "@type": "Audience",
        "additionalType": "Job function",
        "audienceType": "Cloud Systems / Cloud Architect"
      },
      {
        "@type": "Audience",
        "additionalType": "Persona",
        "audienceType": "Data / AI Operations Leader"
      },
      {
        "@type": "Audience",
        "additionalType": "Buyer role",
        "audienceType": "Decision Maker / Budget Holder"
      },
      {
        "@type": "Audience",
        "additionalType": "Adoption curve",
        "audienceType": "Early Majority"
      },
      {
        "@type": "Audience",
        "additionalType": "Industry",
        "audienceType": "Information Technology / Software & Services / IT Services / Cloud Services"
      }
    ],
    "author": {
      "@id": "https://decisioninsights.ai/author/decision-insights-signals/#person",
      "@type": "Person",
      "name": "Decision Insights Record",
      "url": "https://decisioninsights.ai/author/decision-insights-signals/"
    },
    "dateModified": "2026-08-23T14:49:27-06:00",
    "datePublished": "2025-12-18T07:09:33-07:00",
    "description": "Data center capex rose 59% year over year in 3Q 2025, Dell'Oro Group reported, as AI and general-purpose infrastructure spending expanded.",
    "headline": "Dell'Oro Group reports 59% rise in data center capex",
    "isBasedOn": {
      "@type": "CreativeWork",
      "sourceOrganization": {
        "@type": "Organization",
        "name": "Cision"
      },
      "url": "https://www.prnewswire.com/news-releases/data-center-capex-up-59-percent-on-continued-ai-investment-in-3q-2025-according-to-delloro-group-302642624.html"
    },
    "keywords": [
      "Capital Expenditure",
      "Cloud",
      "Investment",
      "Server"
    ],
    "mainEntityOfPage": {
      "@id": "https://decisioninsights.ai/delloro-group-reports-59-rise-in-data-center-capex/",
      "@type": "WebPage",
      "sdDatePublished": "2026-08-23",
      "sdPublisher": {
        "@id": "https://decisioninsights.ai/#organization"
      }
    },
    "mentions": [
      {
        "@id": "https://decisioninsights.ai/registry/dell/#organization",
        "@type": "Organization",
        "mainEntityOfPage": "https://decisioninsights.ai/registry/dell/",
        "name": "Dell"
      },
      {
        "@id": "https://decisioninsights.ai/registry/dell-oro-group/#organization",
        "@type": "Organization",
        "mainEntityOfPage": "https://decisioninsights.ai/registry/dell-oro-group/",
        "name": "Dell'Oro Group"
      },
      {
        "@id": "https://decisioninsights.ai/registry/hewlett-packard-enterprise-hpe/#organization",
        "@type": "Organization",
        "mainEntityOfPage": "https://decisioninsights.ai/registry/hewlett-packard-enterprise-hpe/",
        "name": "Hewlett Packard Enterprise (HPE)"
      },
      {
        "@id": "https://decisioninsights.ai/registry/lenovo/#organization",
        "@type": "Organization",
        "mainEntityOfPage": "https://decisioninsights.ai/registry/lenovo/",
        "name": "Lenovo"
      },
      {
        "@id": "https://decisioninsights.ai/registry/facebook/#organization",
        "@type": "Organization",
        "mainEntityOfPage": "https://decisioninsights.ai/registry/facebook/",
        "name": "Meta Platforms"
      },
      {
        "@id": "https://decisioninsights.ai/registry/nvidia-corp/#organization",
        "@type": "Organization",
        "mainEntityOfPage": "https://decisioninsights.ai/registry/nvidia-corp/",
        "name": "Nvidia"
      },
      {
        "@id": "https://decisioninsights.ai/registry/dyn-wine0q/#organization",
        "@type": "Organization",
        "mainEntityOfPage": "https://decisioninsights.ai/registry/dyn-wine0q/",
        "name": "Oracle"
      }
    ],
    "publisher": {
      "@id": "https://decisioninsights.ai/#organization"
    }
  },
  {
    "@context": "https://schema.org",
    "@id": "https://decisioninsights.ai/author/decision-insights-signals/#person",
    "@type": "Person",
    "description": "Press releases and independent analyst research, structured into concise summaries for research and monitoring. Produced under our Standards & Methodology.",
    "name": "Decision Insights Record",
    "sameAs": [
      "https://www.linkedin.com/showcase/decisioninsights/"
    ],
    "url": "https://decisioninsights.ai/author/decision-insights-signals/"
  }
]

Is this your company? Get structured data for your own pages