AI Boom Pushes Data Center Physical Infrastructure Market to USD 12 Billion

According to a new report by Dell’Oro Group, the worldwide data center physical infrastructure (DCPI) market grew 28% YoY to USD 12 billion in manufacturer revenue during Q1 2026. This marks the fifth consecutive quarter of more than 20% growth, as tightly constrained compute supply continued to run behind relentless AI demand. Also Read: AI-as-a-Service: Supercomputer Rental in the Cloud Demand for AI compute remains exceptionally strong, and access to power is still the defining challenge for