Data Centre Statistics: June Week 3 Edition
The 2026 Global Hardware and Consumer Tech Industry Outlook report by Deloitte highlights how the enterprise hardware landscape is shifting from traditional configurations to one powered by next-generation data centres, AI servers, liquid cooling and hybrid computing architectures.
Writing in the outlook, Steve Fineberg, Partner and US Technology Sector Leader at Deloitte, and external authors, set out three urgent priorities for the years ahead:
- Managing the immense power demands of AI workloads
- Investing in advanced thermal management
- Building deeper coordination across the hardware ecosystem to ensure rapid deployment.
- US$500bn: Projected global AI chip market revenue in 2026.
- Over 4x: Gen AI networking equipment set to grow from US$8bn in 2023 to US$34bn in 2028.
- US$31bn: AI server power supply market by 2028, up from US$1.5bn in 2024.
- 100x: Liquid cooling’s growth trajectory from 2024 to 2028.
- US$30bn+: The liquid cooling market is expected to grow from US$300m in 2024 to more than US$30bn in 2028.
- 8-16x: High bandwidth flash (HBF) promises to serve as near-memory, offering 8-16 times more capacity at roughly the same cost as high bandwidth memory (HBM).
"AI demand is causing enterprise hardware revenue to grow, even as PC sales may weaken due to rising memory prices," the report states.
"However, older data centres used less than 10 kilowatts per rack, but with next-gen AI racks operating at 370kW in 2026, liquid cooling is rapidly becoming a necessity.
"Data centres are reinventing themselves around higher power, liquid cooling and ultra-fast optical networks, raising new prospects – and pressures – across the hardware ecosystem."
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