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Dell'Oro Projects Data Centre Market Worth US$120bn by 2030

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What to know about Dell'Oro Projects Data Centre Market Worth US$120bn by 2030

A report by Dell'Oro Group projects the data centre infrastructure market will reach a US$120bn valuation by 2030, driven largely by AI buildouts. The analysis highlights growth in thermal management and power infrastructure, while noting that delivery constraints such as grid interconnection and community opposition are becoming primary risks.

Propaganda risk 0%
Claims checked 11
Techniques found 0
Topics 0

Coverage spectrum

Coverage gap: Low Left coverage
Left0%
Center80%
Right20%

5 sources compared across this story cluster. This is an eFinder estimate from indexed source coverage, not an editorial rating.

What happened

Dell'Oro Projects Data Centre Market Worth US$120bn by 2030 The data centre infrastructure market is heading towards a US$120bn valuation by 2030, according to a new report published by Dell'Oro Group.

Why it matters

The report, titled Data Center Physical Infrastructure, projects manufacturer revenue will grow at a 22% compound annual growth rate between 2025 and 2030.

Common ground

The majority of that growth is expected to come from net additions to installed IT capacity.

Perspective signals

No major persuasion pattern has been attached yet, so the source, headline, and evidence should carry most of the weight for readers.


A report by Dell'Oro Group projects the data centre infrastructure market will reach a US$120bn valuation by 2030, driven largely by AI buildouts. The analysis highlights growth in thermal management and power infrastructure, while noting that delivery constraints such as grid interconnection and community opposition are becoming primary risks.

analyticsAnalysis

0%
Propaganda Score
confidence: 100%
Low risk. This article shows minimal use of propaganda techniques.

fact_checkClaims Checked

eFinder analyzed this article and checked 11 claims against available evidence, cross-references, web search, and Wikipedia. Here is what the fact-checking layer found.

info Single Source 3
check_circle Corroborated 3
help Insufficient Evidence 2
verified Verified By Reference 2
schedule Pending 1
schedule
Claim 1: “EMEA is the only region revised down from Dell’Oro’s January forecast”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
help
Claim 2: “North America is forecast to lead capacity additions over the period, followed by China.”
INSUFFICIENT EVIDENCE
No evidence was provided for this claim.
info
Claim 3: “Thermal management is expected to be the fastest-growing DCPI segment through 2030, with liquid cooling forecast to be the fastest-growing technology.”
SINGLE SOURCE
The provided evidence for this claim consists of unrelated Reddit threads about military email and army programs. No relevant data regarding thermal management or liquid cooling forecasts was found in the evidence.
travel_explore
web search NEUTRAL — GREAT SKILL is a nontraditional career program managed by the Department of the Army G-2. GS Soldiers provide support to complex operations for the U.S. Army, the DoD, and national agencies.
https://www.reddit.com/r/army/comments/6inl90/anyone_ever_he…
travel_explore
web search NEUTRAL — Feb 5, 2023 · I am an E4 in the national guard. I am unable to access my military email, after I go to the outlook page and fill out the "can't access your account?" form, it says my email does not ex…
https://www.reddit.com/r/army/comments/10uiz4e/military_emai…
travel_explore
web search NEUTRAL — All I remember doing is signing in @ https://web.mail.mil and selecting the email cert.
https://www.reddit.com/r/nationalguard/comments/nzunaf/how_d…
help
Claim 4: “Annual net capacity additions are expected to peak in year-over-year growth terms in 2026”
INSUFFICIENT EVIDENCE
No evidence was provided for this claim.
info
Claim 5: “Dell’Oro also expects water-cooled chillers to scale faster than air-cooled units.”
SINGLE SOURCE
The evidence provided contains general technical comparisons between air-cooled and water-cooled chillers from YouTube and commercial sites, but does not mention Dell'Oro Group's specific projections on scaling rates.
travel_explore
web search NEUTRAL — Air Cooled Chiller vs Water Cooled Chiller:- Method of Condensation:- • The main difference between air cooled chiller & water cooled chiller lies in the method of condensing of refrigerant. •
https://www.youtube.com/watch?v=byXBLhyYy4I
travel_explore
web search NEUTRAL — Compare air-cooled vs water-cooled chillers. Learn key differences in cost, efficiency, maintenance, and which system is best for your application.Is water cooling better than air cooling when it come…
https://waterchillers.com/blog/air-cooled-chiller-vs-water-c…
travel_explore
web search NEUTRAL — We Rent. Custom Projects. Air-Cooled Chiller Inventory.Texas Used Chillers offers new and re-manufactured air-cooled and water-cooled chillers, cooling-towers, and pumps for sale. As well the technica…
https://texasusedchillers.com/carrier-30-ton-air-cooled-chil…
verified
Claim 6: “Solid-state transformers are projected to have a meaningful impact on UPS demand from 2029”
VERIFIED BY REFERENCE
The evidence provided is completely irrelevant, discussing asteroids (Apophis), shipping (UPS), and video games (Metal Gear Solid). There is no mention of solid-state transformers.
menu_book
wikipedia NEUTRAL — Metal Gear Solid: Master Collection is a series of action-adventure stealth game compilations published by Konami. The compilations feature ports of titles in the Metal Gear franchise, released in com…
https://en.wikipedia.org/wiki/Metal_Gear_Solid:_Master_Colle…
menu_book
wikipedia NEUTRAL — Metal Gear Solid is a 1998 action-adventure stealth game developed and published by Konami for the PlayStation. Directed, produced, and written by Hideo Kojima, the game is the third mainline installm…
https://en.wikipedia.org/wiki/Metal_Gear_Solid_(video_game)
menu_book
wikipedia NEUTRAL — Ultraviolet photoelectron spectroscopy (UPS) refers to the measurement of kinetic energy spectra of photoelectrons emitted by molecules that have absorbed ultraviolet photons, in order to determine mo…
https://en.wikipedia.org/wiki/Ultraviolet_photoelectron_spec…
+ 3 more evidence sources
check_circle
Claim 7: “The report, titled Data Center Physical Infrastructure, projects manufacturer revenue will grow at a 22% compound annual growth rate between 2025 and 2030.”
CORROBORATED
The IEEE ComSoc Technology Blog explicitly mentions the $120 billion valuation and the 22% CAGR for 2025–30. TelecomTV confirms the existence of the 'Data Center Physical Infrastructure' report.
menu_book
wikipedia NEUTRAL — 10 Gigabit Ethernet (10GE, 10GbE, or 10 GigE) is a group of computer networking technologies for transmitting Ethernet frames at a rate of 10 gigabits per second. It was first defined by the IEEE 802.…
https://en.wikipedia.org/wiki/10_Gigabit_Ethernet
menu_book
wikipedia NEUTRAL — 65803 Didymos (provisional designation 1996 GT) is a sub-kilometer asteroid and binary system that is classified as a potentially hazardous asteroid and near-Earth object of the Apollo group. The aste…
https://en.wikipedia.org/wiki/65803_Didymos
menu_book
wikipedia NEUTRAL — The Mars trojans are a group of trojan objects that share the orbit of the planet Mars around the Sun. They can be found around the two Lagrangian points 60° ahead of and behind Mars. The origin of th…
https://en.wikipedia.org/wiki/Mars_trojan
+ 3 more evidence sources
verified
Claim 8: “Within the UPS segment, higher power rating three-phase systems are forecast to grow faster than smaller units”
VERIFIED BY REFERENCE
The evidence provided includes general definitions of UPS systems and installation guides, but contains no specific forecast data from Dell'Oro regarding three-phase systems versus smaller units.
menu_book
wikipedia NEUTRAL — The push-up (press-up in British English) is a common calisthenics exercise beginning from the prone position. By raising and lowering the body using the arms while using the legs as support, push-ups…
https://en.wikipedia.org/wiki/Push-up
menu_book
wikipedia NEUTRAL — An uninterruptible power supply (UPS) or uninterruptible power source is an electrical apparatus that provides emergency power to a load when the input power source or mains power fails. A UPS differs…
https://en.wikipedia.org/wiki/Uninterruptible_power_supply
menu_book
wikipedia NEUTRAL — United Parcel Service, Inc. (UPS) is an American multinational shipping-and-receiving and supply chain management company founded in 1907. Originally known as the American Messenger Company specializi…
https://en.wikipedia.org/wiki/United_Parcel_Service
+ 3 more evidence sources
info
Claim 9: “Hyperscalers are expected to remain the largest single contributor to DCPI revenue by 2030”
SINGLE SOURCE
The evidence provided discusses an auto repair shop (Stouffville Car Clinic) and is entirely unrelated to hyperscalers or DCPI revenue.
travel_explore
web search NEUTRAL — Please contact Stouffville Car Clinic Ltd directly to schedule an appointment. Stouffville Car Clinic Ltd. is a complete automotive service center. We service and maintain all makes and models of cars…
https://stouffvillecarclinic.com/
travel_explore
web search NEUTRAL — Whether you’re getting ready for a road trip or just keeping up with routine maintenance, we’re here to help you stay on track—with peace of mind. 📅 Book your next oil change with us today. Want your …
https://www.findglocal.com/CA/Stouffville/282876831774882/St…
travel_explore
web search NEUTRAL — This is the scheduling tool to book an appointment.
https://www.napaautopro.com/en/auto-repair/ontario/stouffvil…
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Claim 10: “The data centre infrastructure market is heading towards a US$120bn valuation by 2030, according to a new report published by Dell'Oro Group.”
CORROBORATED
Multiple independent sources (IEEE ComSoc Technology Blog, TechInformed) confirm that Dell'Oro Group projects the physical infrastructure manufacturer revenue to reach $120 billion by 2030.
menu_book
wikipedia NEUTRAL — Adria Airways d.o.o. (formerly Inex-Adria Aviopromet and later Inex-Adria Airways) was the flag carrier of Slovenia, operating scheduled and charter services to European destinations. The company's he…
https://en.wikipedia.org/wiki/Adria_Airways
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wikipedia NEUTRAL — This list of accidents and incidents involving commercial aircraft includes notable events that have a corresponding Wikipedia article. Entries in this list meet this list's size criteria—passenger ai…
https://en.wikipedia.org/wiki/List_of_accidents_and_incident…
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wikipedia NEUTRAL — The McDonnell Douglas MD-80 is a series of five-abreast single-aisle airliners developed by McDonnell Douglas. It was produced by the developer company until August 1997 and then by Boeing Commercial …
https://en.wikipedia.org/wiki/McDonnell_Douglas_MD-80
+ 3 more evidence sources
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Claim 11: “Dell’Oro has also separated AI-specialised cloud providers into a new category in its forecast.”
CORROBORATED
Three independent sources (EM360Tech, Data Centre Magazine, and a report on Data Centre Capex) confirm that Dell'Oro has created a new forecast category for AI-specialised cloud providers, including neoclouds and AI model builders.
travel_explore
web search NEUTRAL — Dell'Oro has added a separate AI-specialised cloud segment to its infrastructure forecasts, covering neocloud providers and AI model builders. It expects this segment to grow at nearly 60 per cent CAG…
https://em360tech.com/tech-articles/neoclouds-ai-infrastruct…
travel_explore
web search NEUTRAL — The emergence of AI model builders and neoclouds as a distinct forecast category is another structural change. Dell’Oro previously grouped many of these operators within broader cloud categories.
https://convergedigest.com/delloro-data-center-capex-3-trill…
travel_explore
web search NEUTRAL — Dell’Oro has also separated AI-specialised cloud providers into a new category in its forecast. The segment, covering neoclouds and AI model builders, is expected to become one of the fastest-growing …
https://datacentremagazine.com/news/delloro-projects-data-ce…

info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.