Dell’Oro Group Reports Data Center IT Component Revenue Rose 182% in 2Q 2026
2 companies named across 6 categories, one of 594 articles referencing Nvidia. Previous coverage: AI Claws Signal the Next Phase of Enterprise AI: Persistent, Collaborative Agents (Sep 2026).
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Dell’Oro Group reports worldwide data center IT semiconductor and component revenue for servers and storage systems rose 182% in 2Q 2026, with DRAM and storage drives driving price-led growth. The figures affect procurement planning for memory and storage components used in AI and general-purpose server deployments.
Market Overview
The report attributes the 2Q 2026 surge to higher memory and storage prices alongside continued server demand. It also cites ongoing AI infrastructure investment as a factor supporting broad-based demand for accelerators and related server and storage components.
Key Findings
“Data center component growth accelerated sharply in the second quarter, driven by higher memory and storage prices and continued growth in server demand,” Baron Fung, Vice President of Research at Dell’Oro Group, said. He also linked demand to NVIDIA’s Blackwell platform and custom accelerators from Google and Amazon.
Additional highlights include triple-digit revenue growth for DRAM and storage drives, with average selling prices per bit “more than doubled year-over-year,” according to the report. The report also states accelerated server deployments increased demand for components such as HBM, CPUs, memory, and high-speed back-end NICs.
Technology and Demand Notes
Fung said “agentic AI is emerging as a meaningful growth driver for general-purpose servers,” which broadened component demand beyond accelerated computing. The report adds that general-purpose server demand remained strong across cloud service providers amid continued infrastructure expansion and agentic AI workloads.
Analyst Outlook and Constraints
Fung said “we expect component revenue growth to maintain momentum through 2026,” supported by elevated component prices and AI infrastructure investment. He also said supply constraints “may ultimately limit hyperscaler capex plans.”
This Analyst Signals brief reflects a neutral, fact-based summary of the original research note.
Blog post, originally published at delloro.com.