Worldwide data centre component revenue increased in Q2 2026

In a recent report by Dell’Oro Group it was uncovered that worldwide data centre IT semiconductor and component revenue for servers and storage systems surged 182% in Q2 2026. This increase was likely driven by rising memory prices and continued AI infrastructure investment. DRAM and storage drive revenue grew at a triple-digit pace, as average selling prices per bit more than doubled year-over-year while continued AI infrastructure investment fuelled broad-based demand across accelerators and c