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AI buildout maintains momentum as data center capex surpasses $3T by 2030 – Dell'Oro

Worldwide data center capital expenditure is forecast to surpass $3 trillion by 2030, driven primarily by high-end accelerators for AI, according to a report from Dell'Oro Group. The report also projects that AI-specialized cloud providers will grow at nearly a 60% compound annual growth rate, outpacing other customer segments.

read1 min views3 publishedAug 18, 2026
AI buildout maintains momentum as data center capex surpasses $3T by 2030 – Dell'Oro
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According to a recently published report from Dell'Oro Group, the trusted source for market information about the telecommunications, networks, and data center industries, worldwide data center capital capex is forecast to maintain growth momentum and surpass $3 trillion by 2030. High-end accelerators powering accelerated servers optimized for AI are expected to represent the largest share of data center capex and remain the primary driver of capex growth over the forecast period.

Additional highlights from the Data Center IT Capex 5-Year July 2026 Forecast Report:

High-end accelerators are expected to account for the largest share of data center capex and remain the primary driver of spending growth through 2030.

General-purpose server demand is expected to benefit from growing inference, agentic AI, and storage workloads, broadening infrastructure growth beyond accelerated computing.

The newly added AI-specialized cloud segment, comprising AI model builders and neocloud service providers, is projected to grow at nearly a 60 percent CAGR, outpacing the growth of other customer segments.

Read the full press release [here](https://www.delloro.com/news/ai-buildout-maintains-momentum-as-data-center-capex-surpasses-3-trillion-by-2030/).

[Dell'Oro Group](https://www.delloro.com/)
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