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Dell'Oro Group

analyst70%credibility0 / 0 / 0

Why this score Telecom/datacenter market-research firm. Widely cited capex tracking; proprietary methodology.

Tracked statements

1
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Global data-center capital spending will exceed $1 trillion in 2026.

Forward projection by Dell’Oro Group; unresolved. Tagged as a prediction for The Record.

state of ai/infrastructure·source ↗