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Data Center Physical Infrastructure Grew 17 Percent Y/Y in 1Q 2025, Driven by AI Buildout, According to Dell'Oro Group

According to a recently published report from Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, the Data Center Physical Infrastructure (DCPI) market grew 17 percent year-over-year (Y/Y) in 1Q 2025. This marks the fourth consecutive quarter of double-digit growth, fueled by continued investment from hyperscalers and colocation providers building out capacity to cope with demand of artificial intelligence (AI) w

articleVertiv Holdings, LlcJuly 8, 20253/company/vertiv-holdings-co/news/data-center-physical-infrastructure-grew-17-percent-yy-in-1q-2025-driven-by-ai-buildout-according-to-delloro-group
Data Center Physical Infrastructure Grew 17 Percent Y/Y in 1Q 2025, Driven by AI Buildout, According to Dell'Oro Group

About this update from Vertiv Holdings, Llc

[{"type":"text","content":"Schneider Electric and Vertiv Are Virtually Tied for Global Market Share","length":72,"tagName":"p","attribs":{}},{"type":"text","content":"REDWOOD CITY, Calif., July 8, 2025 /PRNewswire/ -- According to a recently published report from Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, the Data Center Physical Infrastructure (DCPI) market grew 17 percent year-over-year (Y/Y) in 1Q 2025. This marks the fourth consecutive quarter of double-digit growth, fueled by continued investment from hyperscalers and colocation providers building out capacity to cope with demand of artificial intelligence (AI) workloads.","length":579,"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":""The shift to accelerated computing is reshaping the data center landscape," said Alex Cordovil, Research Director at Dell'Oro Group. "AI is more than a tailwind—it's a structural force driving demand for new infrastructure paradigms. Liquid cooling is gaining traction fast, and high-density power architectures are evolving rapidly, with racks expected to reach 600 kW soon and 1 MW configurations already being under consideration."","length":463,"tagName":"p"},{"type":"text","content":"Additional highlights from the 1Q 2025 Data Center Physical Infrastructure Quarterly Report:","length":92,"tagName":"p"},{"type":"list","items":[{"val":[{"type":"text","content":"Neck-and-Neck Market Leaders: Schneider Electric and Vertiv are virtually tied for global market share, separated by just a tenth of a percentage point.","length":152,"tagName":"p"}]},{"val":[{"type":"text","co...

More updates from Vertiv Holdings, Llc

Schneider Electricdata centerPhysical InfrastructureDellcolocation providersPower DistributionGlobal Market ShareLiquid coolingpower architectures1Q