Feb, 2026 : AI Boom to Drive $1.7T Data Center Capex by 2030


AI Boom to Drive $1.7T Data Center Capex by 2030

📅 - Dell'Oro Group projects that the global data center industry is entering a capital expenditure supercycle driven by artificial intelligence, with cumulative spending expected to reach $1.7 trillion by 2030. The firm's latest Data Center IT Capex 5-Year Forecast indicates that hyperscale cloud providers, emerging AI model builders, neo-cloud operators and sovereign AI initiatives are accelerating infrastructure buildouts at an unprecedented pace.

According to the research, the four largest U.S.-based hyperscale providers - Amazon, Google, Meta and Microsoft - entered 2026 with strong momentum. Combined, the group has pushed cumulative data center capital expenditures toward $600 billion, [...][... Check source for end of article ...]
Tags: AI

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