DC Capex to Rise 21% Annually Through 2029: Dell’Oro

DigitalBridge Positioning in High Growth Markets - Inside Towers

DigitalBridge Group (NYSE: DBRG) is investing heavily along with co-investors to take advantage of the exponential demand for hyperscale AI data center development. In the company’s 2Q25 earnings call, DigitalBridge CEO Marc Ganzi presented a compelling picture of hyperscale data center demand in terms of the new leasing requirements, and the subsequent requirements for land and power needed to support the projected data center capacity, along w…

DC capex to rise 21% annually through 2029: Dell’Oro

Dell’Oro said that hyperscalers are accelerating investments in the DC field with vertically integrated platforms and custom chip architectures aimed at boosting performance and reducing compute costs In sum – what to know: Global data center capex to hit $1.2T by 2029 – Spending will grow at a 21% CAGR, with hyperscalers driving half of […]

Hyperscalers lead global data center expansion - Dell'Oro

Global data centre capex is set to soar, driven by AI adoption and hyperscale investment over the next decade.

Dell'Oro projects 21% CAGR data center capex growth through 2029

Dell'Oro group projects data center capital expenditure to reach $1.2 trillion by 2029, with hyperscalers accounting for half of those investments.