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Data center spend to hit $2.1 trillion by 2028; implications for S&P 500

Oct 23, 2026, 12:23 PM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

A sustained data-center capex cycle tends to lift cloud/hardware suppliers, data-center REITs, and related IT equipment makers, which historically correlates with stronger earnings and stock performance in adjacent S&P 500 components during AI and cloud-adoption cycles.

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A forecast shows data center spending surpassing $2.1 trillion by 2028, powered by AI and cloud demand. The multi-year capex cycle favors cloud providers, hyperscalers, and infrastructure suppliers, with potential upside for related equities and data-center REITs.

Data center spending projected to reach $2.1 trillion by 2028.
Spending would more than double from current levels, signaling a multi-year capex cycle.
AI, cloud adoption, and 5G drive sustained demand for infrastructure hardware.
Industry beneficiaries include hyperscale cloud providers and data-center hardware suppliers.

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