As AI capex leads US economy, global data center capex projected to grow at 21 percent CAGR to $1.2tn by 2029
50GW of new capacity expected in five years, Dell’Oro says
News - Baron Fung, Dell’Oro Group
The latest news from the AI, data center, telco, chip, and cloud sector
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Dell’Oro Group predicts data center annual capex will hit $1 trillion by 2029
But figure is somewhat based on Stargate happening as promised
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Dell'Oro: Data center capex to hit more than $500bn by 2027 due to AI growth
But near-term headwinds as market digests existing buildout
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Dell'Oro: Hyperscalers to account for half of data center spend by 2027, Edge to hit 8%
But overall growth means space for enterprises