The Definitive Guide toAI Data Centers
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Dell'Oro June 2026 full-year outlook for worldwide data-center infrastructure capex in 2026

more than $1Tforecast

Value kindforecast — Forecasts are time-bound outlooks, not specifications; test decisions across plausible scenarios.
ScopeDell'Oro Data Center IT Capex taxonomy: infrastructure capex across the ten largest cloud providers, rest-of-cloud, telco and enterprise segments; a full-year outlook, not realized 2026 spend.
CaveatFull-year 2026 forecast issued by Dell'Oro on June 10, 2026. Its September 16, 2026 release reports higher memory and storage prices lifting server costs and capex; spending growth is not equivalent to growth in installed capacity.
As of2026-06-10
SourceDell'Oro Group · Additional highlights: global data-center capex outlook raised to more than $1 trillion for 2026
Reviewchecking…review by 2026-11-04 · fast cadence
Recorded changeslast 2026-08-24 · 4 revisions tracked
Claim idglobal-data-center-capex-in-2026-21-cagr

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