[Press Release] Amid the rapid increase in AI demand and soaring memory costs, data center capital investment is expected to rise by 92% in the second quarter of 2026 - Dell'Oro Group survey.
U.S. and Chinese hyperscalers double spending amid rising server costs
Data Resources Inc. has started handling the latest "Data Center IT CAPEX Quarterly Report" from Dell'Oro Group on September 16, 2026. According to the press release, data center capital expenditures surged by 92% in the second quarter of 2026, driven by a rapid increase in AI demand and soaring memory costs.
September 16, 2026 | Press Release (Summary)
Global data center CAPEX in Q2 2026 accelerated sharply, fueled by ongoing investments in AI infrastructure. Computing, storage, networking, and physical infrastructure experienced broad growth. Notably, investments in neo-clouds and AI model builders expanded rapidly. Rising memory and storage prices also increased the average selling price of servers, with Dell leading in server OEM sales and white box sales reaching an all-time high.
Full press release
https://www.dri.co.jp/auto/report/delloro/degclouddccapexq.html#press
*Data Resources is an authorized distributor of the Dell'Oro Group.

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