Dell'Oro worldwide data-center capex outlook by 2030 — nearly doubled vs its January 2026 forecast; high-end accelerators the largest capex share; new 'AI-specialized cloud' segment (model builders + neoclouds) ~60% CAGR
>$3T by 2030forecast
| Value kind | forecast — Forecasts are time-bound outlooks, not specifications; test decisions across plausible scenarios. |
|---|---|
| As of | 2026-08-18 |
| Source | Dell'Oro Group press release, Baron Fung (2026-08-18). A 2030 single-year outlook — distinct from McKinsey's ~$6.7T cumulative 2025–2030 figure; do not merge the two. |
| Review | checking…review by 2026-08-29 · fast cadence |
| Recorded changes | last 2026-08-19 |
| Claim id | delloro-2030-dc-capex-outlook-over-3t |
Where the guide uses it
← Full numbers register — every date-stamped figure in the guide, with revision history.