Data Center Physical Infrastructure Market Grows 27 Percent Y/Y to $14 Billion in 2Q 2026

The quarter extended the market’s run of growth above 20 percent, as demand for AI data center capacity continued to outpace supply.

The hyperscalers’ spending plans leave little doubt about demand, but power, long-lead equipment, and community opposition are all stretching project timelines.

North America remained the market’s center of gravity, while EMEA accelerated to its fastest growth since 2021 on European colocation and sovereign AI projects.