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Dell’Oro: 2H2026 Data Center Capex to Accelerate due to massive AI Deployments

techblog.comsoc.org · 10 June 2026 · 4 min read

A post on techblog.comsoc.org, published 10 June 2026, has not been cited by any blog yet (corpus.blog, measured 12 October 2026).

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Elsewhere on techblog.comsoc.org (8)
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Nvidia CEO Huang: AI is the largest infrastructure buildout in human history; AI Data Center CAPEX will generate new revenue streams for operators Read at techblog.comsoc.org (opens in a new tab)
techblog.comsoc.org
Will Google Cloud’s AI and data analytics revenue +TPU IP licensing income offset huge AI CAPEX to produce a decent ROI? Read at techblog.comsoc.org (opens in a new tab)
techblog.comsoc.org
Alphabet’s 2026 capex forecast soars; Gemini 3 AI model is a huge success Read at techblog.comsoc.org (opens in a new tab)
techblog.comsoc.org
Hyperscaler capex > $600 bn in 2026 a 36% increase over 2025 while global spending on cloud infrastructure services skyrockets Read at techblog.comsoc.org (opens in a new tab)
techblog.comsoc.org
Big tech spending on AI data centers and infrastructure vs the fiber optic buildout during the dot-com boom (& bust) Read at techblog.comsoc.org (opens in a new tab)
techblog.comsoc.org
Gartner: AI spending >$2 trillion in 2026 driven by hyperscalers data center investments Read at techblog.comsoc.org (opens in a new tab)
techblog.comsoc.org
Will billions of dollars big tech is spending on Gen AI data centers produce a decent ROI? Read at techblog.comsoc.org (opens in a new tab)
techblog.comsoc.org

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