Wedoany.com Report on Mar 19th, According to the latest report released by market research firm Dell'Oro Group, global data center capital expenditure achieved a robust 57% growth in 2025, driven primarily by accelerated artificial intelligence deployment and continued expansion of general infrastructure investment. The firm predicts that as we enter 2026, hyperscalers and AI model developers will continue to maintain strong capital expenditure momentum.
The report indicates that the growth prospects for global data center capital expenditure are expected to exceed 50% in 2026. Among the factors, the average selling price of general-purpose servers is projected to achieve high double-digit growth in 2026, with price increases for storage components such as DRAM memory and NAND flash memory being the primary drivers of this trend. This suggests that even non-AI-specific general-purpose servers are facing pricing pressure from rising upstream component costs.
Regarding the competitive landscape among server vendors, the report disclosed key data for 2025. Dell Technologies leads other original equipment manufacturers (OEMs) in AI-optimized server revenue, with Supermicro following closely behind. This dynamic benefits from the strong shipment of Nvidia's Blackwell series products. Both vendors have secured advantageous positions in the AI server market through their deep collaboration with Nvidia and system integration capabilities.
Meanwhile, white-box suppliers (i.e., white-label server vendors) collectively account for the majority share of server shipments. These vendors benefit from two major trends: first, the demand for hyperscale AI deployments based on Blackwell chips and customized systems; and second, the significant increase in demand for general-purpose servers for computing and storage workloads. Cloud service providers and technology companies tend to opt for white-box solutions to achieve greater customization flexibility and cost advantages.
This Dell'Oro report outlines a dual picture of global data center investment: on one hand, the AI-driven arms race for computing power is still accelerating; on the other hand, the entire IT infrastructure is undergoing structural changes brought about by component price increases and technological upgrades. As AI transitions from training to inference and extends from the cloud to the edge, the growth logic for data center capital expenditure is expected to further strengthen.
