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AI Infrastructure Expansion Drives Data Center IT Component Market Growth, According to Dell'Oro Group
According to a recently published report by Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, the Data Center IT Components market continued to expand in 4Q 2025, supported by the ongoing deployment of large-scale AI infrastructure and strong demand across both AI and general-purpose data center components.
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[{"type":"text","content":"Blackwell Ramp, Custom Accelerators, and Broad Component Demand to Drive 2026 Expansion","length":87,"tagName":"p","attribs":{}},{"type":"text","content":"REDWOOD CITY, Calif., March 12, 2026 /PRNewswire/ -- According to a recently published report by Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, the Data Center IT Components market continued to expand in 4Q 2025, supported by the ongoing deployment of large-scale AI infrastructure and strong demand across both AI and general-purpose data center components.","length":451,"tagName":"p"},{"type":"image","alt":"Dell'Oro Group Logo. (PRNewsFoto/Dell'Oro Group)","displaySize":"","headline":null,"caption":"Dell'Oro Group Logo. (PRNewsFoto/Dell'Oro Group)","className":"","disableSlideshowImg":false,"size":{"original":{"width":400,"height":104,"url":"https://media.zenfs.com/en/prnewswire.com/34336af9ca84b301a855cf35115e900f"},"resized":{"url":"https://s.yimg.com/ny/api/res/1.2/boB_1yTnqn_zny0wrlCrdg--/YXBwaWQ9aGlnaGxhbmRlcjt3PTcwNTtoPTE4MztjZj13ZWJw/https://media.zenfs.com/en/prnewswire.com/34336af9ca84b301a855cf35115e900f","width":400,"height":104}},"href":"https://mma.prnewswire.com/media/323880/delloro_group_logo.html","hrefExternal":true,"rel":"nofollow"},{"type":"text","content":""Hyperscalers rapidly scaled AI infrastructure in 2025, driving strong demand not only for AI accelerators but also for the broader ecosystem of components supporting these deployments," said Baron Fung, Sr. Research Director at Dell'Oro Group. "NVIDIA's Blackwell platform continued scaling across major cloud providers, and we expect hyperscalers to begin transitioning to next-generation platforms Vera Rubin later this year. AMD's upcoming MI400 platform is also expected to ramp later this year, increasing diversity in the merchant accelerator market. In addition to Google and Amazon driving significant volumes for both internal and external consumption, other US and Chinese hyperscalers are expanding deployments of custom accelerators, particularly for inference workloads," said Fung.","length":828,"tagName":"p"},{"type":"text","content":"Additional highlights from the 4Q 2025 Data Center IT Semiconductors and Components Quarterly Report:","length":101,"tagName":"p"},{"type...