Dell’Oro Group forecasts data center spending to surpass $1 trillion in 2026 driven by AI infrastructure demand.
Global data center capital expenditures are projected to top $1 trillion in 2026, as cloud providers accelerate investments in AI-driven infrastructure. The surge reflects rising demand for computing power to support artificial intelligence applications and model training.
The forecast follows a rapid expansion in data center spending, with prior estimates already highlighting significant growth in the sector. Semiconductor firms, particularly those supplying GPUs and memory chips, are positioned to benefit from the build-out.
Investors are turning to ETFs like the iShares Semiconductor ETF (SOXX) to gain exposure to the sector, mitigating single-stock risk while capturing potential upside from the AI infrastructure boom.