en.Wedoany.com Report on Mar 21st, According to the latest report released by Dell'Oro Group, the global Data Center Physical Infrastructure (DCPI) market achieved manufacturer revenues of $10.9 billion in the fourth quarter of 2025, representing approximately 20% year-over-year growth. This growth signifies the market's continued acceleration and highlights the strong momentum of data center investment driven by artificial intelligence technology, with demand consistently exceeding supply capacity across multiple infrastructure sectors.
The report indicates that Direct Liquid Cooling (DLC) technology continues its rapid growth, extending a multi-year expansion trend. This is primarily driven by hyperscalers and colocation service providers scaling up deployments of AI clusters that require liquid cooling architectures to accommodate high-performance computing demands.
Uninterruptible Power Supply (UPS) system revenues also showed steady growth, with demand concentrated on high-capacity three-phase systems. Operators are configuring larger clusters and higher-density data halls to support AI workloads, driving upgrades to related infrastructure.
From a regional perspective, North America continues to lead global growth in the data center physical infrastructure market, primarily driven by hyperscaler investments and favorable policy frameworks. Europe, the Middle East, Africa (EMEA), and the Asia-Pacific region are expected to accelerate growth by 2026 as supplier channels gradually mature.
Hyperscalers and colocation providers are the primary drivers of demand for data center physical infrastructure, jointly contributing the majority of revenue growth. In contrast, the enterprise and telecom sectors have maintained relatively cautious investment strategies.
As a trusted source for market information in the telecom, security, networking, and data center industries, Dell'Oro Group's report provides deep insights into the dynamics of the global data center physical infrastructure market. With the widespread application of AI technology, data center infrastructure investment is expected to continue growing, driving technological innovation and market expansion in related fields.
