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AI infrastructure spending expands across accelerators, memory, storage, CPUs and NICs. #pressrelease
August 12, 2026
According to a newly published forecast report by Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, the worldwide Data Center IT Semiconductors and Components market is poised for substantial growth, reaching $1.8 trillion by 2030. This forecast has been revised significantly since the January 2026 report, reflecting higher projections for data center capex and power capacity additions.
Additional highlights from the Data Center IT Semiconductors and Components 5-Year July 2026 Forecast Report:
Server and storage components are projected to consume more than 200 GW of power over the next five years, requiring data center power and supporting infrastructure to expand alongside component demand.
Component prices, particularly for memory and storage, are expected to moderate over the forecast period, helping support more sustainable long-term market growth.
AI accelerators, CPUs, and NICs will increasingly shift toward custom silicon as hyperscalers seek greater efficiency and lower costs.
NIC growth will accelerate as front-end demand increases from general-purpose servers supporting inference, agentic AI, and storage, while scale-out AI networking drives stronger back-end demand.
Read the full press release here.