Global Data Center Capex Surged 92 Percent in Second Quarter of 2026

Yahoo Finance · 2026-09-16

Worldwide data center capital expenditures spiked 92 percent in the second quarter of 2026, fueled by explosive artificial intelligence demand and surging memory prices, according to a report released by Dell'Oro Group. US and Chinese hyperscalers doubled their spending as server costs climbed. Baron Fung, Vice President of Research at Dell'Oro Group, noted that investments remained heavily concentrated on NVIDIA Blackwell Ultra and custom accelerators, while emerging AI model builders and neocloud providers significantly accelerated infrastructure buildouts. Furthermore, agentic AI and related storage workloads are expected to sustain robust capital expenditure growth throughout the remainder of 2026, despite potential supply bottlenecks.

AI 시장 분석

In Q2 2026, global data center capital expenditures (Capex) surged 92% year-over-year, driven by soaring AI demand and rising memory prices. Server Average Selling Prices (ASPs) rose significantly as investments concentrated on NVDA's Blackwell Ultra and hyperscaler custom accelerators. This expansion in infrastructure investment is expected to lead to revenue growth for related hardware and semiconductor companies. Investors should closely monitor the AI infrastructure supply chain and memory price trends.

상승 영향

Semiconductors — Demand for server semiconductors is exploding due to a 92% increase in data center Capex and rising memory and storage prices, leading to a massive improvement in earnings.
AI — Infrastructure investments centered on NVDA Blackwell Ultra and custom accelerators are accelerating, and growing demand for agentic AI is causing related companies' revenues to surge.

AI가 생성한 분석으로 투자 자문이 아닙니다.

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