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

The global Data Center Physical Infrastructure market grew 27% year-over-year to $14 billion in Q2 2026, driven primarily by demand for AI data center capacity. Thermal management, UPS systems, and busway infrastructure grew strongly, while permitting delays in US states such as New York, Pennsylvania, and Texas have emerged as a significant risk to near-term buildout schedules.

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