According to a recently published report by Dell’Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, the worldwide data center capital expenditures accelerated sharply in 2Q 2026. Continued AI infrastructure investment supported growth across compute, storage, networking, and physical infrastructure, while rising memory and storage prices significantly increased server average selling prices.
Additional highlights from the 2Q 2026 Data Center IT Capex Quarterly Report:
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Neocloud and AI Model Builder capex grew the fastest among the customer segments, reflecting the early stages of their infrastructure buildouts.
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Higher memory and storage prices provided an additional lift to capex by driving server average selling prices higher.
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Dell led server OEM revenue, followed by Supermicro and Lenovo, while white-box server revenue reached a record high.
Read the full press release here.
