Dell forecasts 200GW AI data center growth by 2030, a $1T opportunity
Beth_Kindig · x · 2026-10-30
Beth Kindig argues a second wave of AI infrastructure spending is emerging from enterprises and neocloud customers while markets fret over hyperscaler cash flows. Dell forecasts 200GW of AI data center growth through 2030, with enterprises/neoclouds driving half (100GW), representing a $1 trillion AI infrastructure opportunity over four years. AI servers could see a new growth phase in 2027 with higher volumes and revenue per deployment.
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