Top Tweets for #DataCenterCapex
AI demand and memory costs drove a 92% second-quarter data center capex increase
https://t.co/MjRXLuXpDe via @lightwaveonline
#datacentercapex
Press Release: https://t.co/2iRJHqDt2P
AI infrastructure investment is broadening. #DataCenterCapex accelerated sharply in 2Q26, with neocloud providers and AI model builders posting the fastest growth. US and China hyperscalers double spending as server costs Rise.
Press Release: https://t.co/kSSCEKhMz7
The latest 1Q26 Data Center IT Capex report shows that rising memory and storage pricing, NVIDIA Rubin system ramps, and expanding public cloud infrastructure are driving stronger spending momentum.
#datacentercapex #AIinfrastructure
Press Release: https://t.co/5TULAZABUy
Dell’Oro Group reports data center capex surged 57 percent in 2025 as hyperscalers accelerated AI deployments, putting the market on track to exceed $1 trillion in 2026.
#datacentercapex
“As AI deployments expand, infrastructure decisions made today will determine performance, scalability, and competitiveness for years to come.” Baron Fung, Sr. Director
https://t.co/2aJ83FnS91
#datacentercapex #datacenterinfrastructure #predictions2026
Hyperscalers to account for half the $1.2 trillion global data center capex by 2029, according to Dell'Oro Group Data Center IT Capex July 2025 5-year forecast report: https://t.co/UIkXcVq9sP
#datacentercapex #AInetworks #datacenterinfrastructure #servers
Press Release - Data Center Capex to grow at 21% CAGR through 2029; Hyperscalers to account for half the $1.2 trillion global data center capex by 2029, according to the latest 5-year forecast report: https://t.co/UIkXcVq9sP
#datacentercapex #AI #Hyperscale #CloudProviders #GPU
Worldwide data center capex jumped 53% in Q1 2025 on rising AI investments https://t.co/otzmS6vMOi via @lightwaveonline
#datacentercapex
Press Release - Hyperscale Blackwell and custom accelerator rollouts drive 53% Data Center Capex growth in 1Q 2025; Sixth straight quarter of double-digit growth despite tariff uncertainties, according to the latest report. https://t.co/NoPGhfIn3k
#datacentercapex #tariffs #GPU
At @Nvidia GTC, Jensen Huang unveiled a bold AI data center vision. Analyst Baron Fung provides in-depth insights into NVIDIA’s impact on scaling, power, and networking. Read his insights: https://t.co/I7gh3RNEvb
#datacentercapex #AIWorkloads #acceleratedServers #GPU #GTC25
Press Release - Data Center Capex surged 51% to $455 Billion in 2024; spending on AI training infrastructure grew by 161%, according to Dell'Oro Group 4Q 2024 Data Center IT Capex report: https://t.co/ula9IzjeDF
#datacentercapex #server #GPU #AIWorkloads
Press Release - Hyperscale capex surges 82% in 3Q 2024, fueled by AI infrastructure spending, according to the latest Data Center IT Capex quarterly report. General purpose servers and storage staging a recovery: https://t.co/Z3UZFQKiFx
#datacentercapex #AIinfrastructure #GPU
Big tech on track to pour more than $180B into data centers this year https://t.co/1ZrCQt0wv1 via @CIOdive
#datacentercapex #datacenters
Press Release - AI infrastructure spending forecast to be over a trillion dollars over the next 5 years. Worldwide data center capex to grow at a 24% CAGR by 2028, according to the latest Data Center IT Capex 5-Year forecast report: https://t.co/9rO0CPtDMr
#datacentercapex #AI
AI demands 5x more fiber in the data center https://t.co/JQyuoj194H via @GoSilverlinings
#datacentercapex #DCPI #Fiber @Corning
Hyperscale data center capex to pause for ‘digestion’ in 2023: Dell’Oro
https://t.co/25mk8VlIWt via @Lightwaveonline
#datacentercapex #datacenters
#AnalystReport
According to @DellOroGroup , global data center capex is on track to reach $350 billion by 2026 driven by hyperscalers' investments in data centers, cloud capacity, and AI infrastructure. https://t.co/TTkbyJMOr4
#DataCenterCapex #Cloud #AI
Chip shortage has networking vendors scrambling
The cost of servers, data center equipment could rise sharply in the near term, experts say.
https://t.co/m5JlswwCh9 via @networkworld
#datacentercapex #chipshortage #servers
Impact of AI on Data Center Infrastructure - Baron Fung, Research Director, identified 4 key technology developments that need to be addressed to advance the proliferation of AI. Check this out: https://t.co/CCIBqmmuSE…
#datacentercapex #AI #servers #Cloud
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