Report: AI to Drive Data Center Physical Infrastructure Market to $63B by 2029

REDWOOD CITY, Calif. – August 15, 2025 – According to a report from Dell’Oro Group, the worldwide data center physical infrastructure (DCPI) market is projected to grow at a 15 percent CAGR from 2024 to 2029, reaching $63.1 billion by 2029 as AI-ready capacity accelerates through the mid-decade. This outlook reflects stronger-than-expected deployments to support […]

Study: Merchant GPUs and Custom Accelerators to Reach $446B, HBM to Exceed $130B by 2029

REDWOOD CITY, Calif. – August 12, 2025 – According to a recently published report by Dell’Oro Group, the global data center accelerator market is projected to reach $446 billion by 2029. Accelerators now account for roughly one-third of total data center capex, making them the single largest driver of growth, the firm said. “The worldwide […]