US analytics firm Dell’Oro Group significantly bulge Forecast of global data center market capital expenditure volume. This is due to the high demand for expensive accelerators for AI tasks and the rising cost of server components (mainly RAM and flash memory chips) amid shortages.
Dell’Oro Group predicts that by 2030, capital expenditures in the data center field will exceed $3 trillion. That’s nearly double analysts’ estimates in January 2026. Most of the costs are expected to be spent on AI accelerators.
Experts talk about the rapid expansion of the field of cloud services focused on artificial intelligence workloads: We are talking about providers of non-cloud services and developers of large language models. It is predicted that this industry will grow at an average annual rate of about 60%, exceeding other fields. In the general-purpose server space, demand will be supported by the development of workloads related to inference, agent-based artificial intelligence, and large-scale information storage.
Image source: unsplash.com/Taylor Vick
Overall, as noted in the Dell’Oro Group report, the top four U.S. hyperscalers (AWS, Microsoft Azure, Google Cloud and Meta)✴By 2030, the data center market will account for about half of global capital expenditures. At the same time, corporate investment is limited by the uncertainty of investment returns in artificial intelligence projects. The rate of growth will depend on the sustainability of investment activity, the availability of energy resources and the state of supply chains.
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