#DatacenterCapex - Twitter Hashtag

3 days ago

AI demand and memory costs drove a 92% second-quarter data center capex increase https://t.co/MjRXLuXpDe via @lightwaveonline #datacentercapex

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Dell'Oro Group @DellOroGroup

25 days ago

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.

DellOroGroup's tweet photo. 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. https://t.co/6B27j81oyz

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Dell'Oro Group @DellOroGroup

4 months ago

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

DellOroGroup's tweet photo. 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 https://t.co/RBXpRtlNks

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