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Data Center Physical Infrastructure Market Expands 28 Percent Y/Y in 1Q 2026, According to Dell’Oro Group

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Service Providers Account for a Record Share of DCPI Manufacturer Revenue, Led by Hyperscalers, Neoclouds, and Colocators

REDWOOD CITY, Calif., July 7, 2026 /PRNewswire/ — According to a new report by Dell’Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, the worldwide Data Center Physical Infrastructure (DCPI) market grew 28 percent year-over-year to $12 billion in manufacturer revenue in 1Q 2026. This marks the fifth consecutive quarter of more than 20 percent growth, as tightly constrained compute supply continued to run behind relentless AI demand. The quarter’s total also reflects newly expanded Heat Rejection coverage, which adds roughly $1 billion to the measured market and will widen further in upcoming reports.

“Demand for AI compute remains exceptionally strong, and access to power is still the defining challenge for the buildout,” said Alex Cordovil, Research Director at Dell’Oro Group. “Permitting delays and local opposition have grown into a watchout over the past few quarters—particularly in the United States, where community pushback is becoming a real factor in project timing, alongside unsettled compute architectures and giga-scale projects slipping their schedules. Against that backdrop, the vendors pairing industrial scale with deep data center exposure are the ones capturing the opportunity, with liquid cooling firmly at the center of it. We expect the market to hold a firmly positive trajectory, supported by record order backlogs.”

Additional highlights from the 1Q 2026 Data Center Physical Infrastructure Quarterly Report:

Thermal Management led all DCPI segments, expanding nearly 50 percent Y/Y, with Direct Liquid Cooling (DLC) continuing to be a vector of transformation for cooling architecture as a whole.Heat Rejection—a newly introduced category that rebases prior chiller tracking ahead of broader equipment coverage—posted strong early momentum and is emerging as a focal point of next-generation data center design.Power distribution categories favored by AI deployments outpaced the broader market, with busbars growing in the low-thirties percent range, while UPS rose at a high-teens pace as higher-capacity, grid-interactive designs gained ground.IT Racks and Containment and Rack PDUs both posted high-teens growth—solid double digits, but the most measured within DCPI—as rising rack density and OCP-style in-rack DC distribution reshape content per rack.Service Providers reached a record share of total manufacturer revenue, as hyperscalers, neoclouds, colocators, and a new wave of developers pressed for capacity; North America remained the market’s center of gravity, accounting for more than half of revenue.M&A activity accelerated, headlined by Ecolab’s agreement to acquire CoolIT Systems, alongside Vertiv’s acquisitions of Strategic Thermal Labs, ThermoKey, and BMarko Structures, and Legrand’s additions of Kratos Industries and a stake in Accelsius—with liquid cooling the clear center of gravity.The market outlook remains robust and was revised upward, with DCPI revenue expected to sustain a low-twenties percent Y/Y growth trajectory into early 2027, supported by record order backlogs even as project-timing and U.S. permitting uncertainties persist.

About the Report
Dell’Oro Group’s Data Center Physical Infrastructure quarterly report provides a complete overview of the Data Center Physical Infrastructure market. This covers market sizes and forecasts for uninterruptible power supplies (UPS), thermal management, cabinet power distribution and busway, rack power distribution, IT racks and containment, and software and services. Allocation of manufacturing revenues by cloud service providers, telco, colocation, and enterprise customer segments is also provided. The report also shares insights into market trends, future outlook, and competitive landscape. For more information about the report, please contact us at dgsales@delloro.com.

About Dell’Oro Group
Dell’Oro Group is a market research firm that specializes in strategic competitive analysis in the telecommunications, security, enterprise networks, and data center infrastructure markets. Our firm provides in-depth quantitative data and qualitative analysis to facilitate critical, fact-based business decisions. For more information, contact Dell’Oro Group at +1.650.622.9400 or visit www.delloro.com.

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SOURCE Dell’Oro Group

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Advanced Technology Services Earns Top 10 Ranking Among America’s Best Private Companies

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PEORIA, Ill., July 8, 2026 /PRNewswire/ — Advanced Technology Services, Inc. (ATS), a leading provider of technology–driven industrial maintenance and reliability solutions, today announced it has been ranked No. 6 on TIME’s America’s Best Private Companies 2026 list, developed in partnership with Statista.

The inaugural ranking recognizes 500 privately held companies in the United States based on two key measures: employee satisfaction and company impact. According to TIME and Statista, employee satisfaction was evaluated through independent employee survey data, while company impact was assessed across four dimensions: society, knowledge, health, and environment.

“We’re honored to receive this recognition,” said Jeff Owens, CEO of ATS. “Our greatest strength has always been our people. Every day, our team helps manufacturers solve complex problems, improve performance, and prepare for what’s next. As our industry continues to evolve, we’re excited about the opportunities ahead and remain committed to investing in our people, expanding our capabilities, and helping our customers succeed.”

ATS continues to invest in employee development, technical capabilities, and technology-driven service delivery to help manufacturers improve safety, reliability, productivity, and operational performance. Through those investments, the company is helping manufacturers address increasingly complex maintenance and reliability challenges while creating opportunities for employees to build meaningful careers in manufacturing.

About Advanced Technology Services: Advanced Technology Services, Inc. (ATS), is a global services provider with over four decades of proven experience as a single source for industrial maintenance, technology, and parts. Established in 1985, the company has grown to be a market leader supporting over 1,400 customer manufacturing sites. Through its industry-leading safetypeopleprocesses, and technologies, ATS is advancing solutions that make its customers’ operations more productive, more reliable, and more data-driven. Learn how ATS makes factories run better and smarter at www.advancedtech.com.

PRESS CONTACT:
Kaitlyn Olsen
Brand Strategy Supervisor
309-693-6375
418397@email4pr.com

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SOURCE Advanced Technology Services, Inc. (ATS)

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Maywood Collaborates with S&P Global Market Intelligence to Integrate its Data into Maywood’s AI Workflows

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NEW YORK, July 8, 2026 /PRNewswire/ — Maywood, the first finance-compliant proactive AI built for investment banking, private equity, and the broader financial services industry, today announced it has collaborated with S&P Global Market Intelligence to integrate its data into Maywood’s proactive AI harness. The integration lets Maywood’s agents proactively track important companies, identify key signals, and help teams do more deals.

Maywood’s collaboration with S&P Global Market Intelligence significantly upgrades the power of its proactive AI agent.

The integration enables Maverick, Maywood’s proactive AI agent, to monitor real-time private and public company financials, transactions, and corporate events as they happen. Financial teams can now stay ahead of the moments that move deals: a target approaching a financing need, a portfolio company nearing an exit, a sponsor’s hold period maturing, a leadership change that signals a new mandate. Rather than running a search after the fact, Maverick watches these signals continuously across a dealmaker’s universe, connects them to the relationships and live deals already in the CRM and deal book, and surfaces the right move, drafted and ready, the moment it matters.

“Senior dealmakers don’t miss opportunities because the data isn’t available. They miss them because no one was watching at the right moment,” said Kent Goodman, Chief Operating Officer of Maywood. “Most artificial intelligence waits to be prompted, which makes the managing director the bottleneck. Maverick inverts that. It’s AI that prompts you, now grounded in S&P Global Market Intelligence’s trusted data, so managing directors and partners are in front of the right person at exactly the right time.”

Maverick is purpose-built for the senior professionals who drive revenue across investment banking, private equity, commercial banking, wealth management, auditing, and business development. It embeds compliant AI into the systems they already use and is built to FINRA and SEC requirements from day one, with human approval at every external boundary.

About Maywood
Maywood is a leader in proactive AI for finance, spanning investment banking, commercial banking, lending, private credit, private equity, wealth management, auditing, and business development. Its agent Maverick is the first finance-compliant proactive AI that runs 24/7, purpose-built for managing directors and partners. Every senior professional carries hundreds of relationships and dozens of live deals, and today’s AI waits to be prompted, making the human the bottleneck. Maywood inverts that: it works in the background across your network and your deal book, surfacing moves, drafting replies, and pushing process forward. For more information, visit www.maywoodai.com and follow us on LinkedIn.

Media Contact
press@maywoodai.com

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SOURCE Maywood

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STI Launches EZ Path® ULTRA Fire-Rated Pathway for Demanding High-Density Cable Applications

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SOMERVILLE, N.J., July 8, 2026 /PRNewswire/ — Specified Technologies Inc. (STI) is raising the bar for high-capacity cable management with the launch of the brand-new EZ Path® ULTRA Fire-Rated Pathway. Engineered to meet the growing demands of today’s data centers and telecommunications infrastructure, ULTRA provides a fire-rated solution for large volumes of data, communications, and power cabling, including high-fill cable tray-supported systems that exceed the capacity of conventional pathway solutions.

ULTRA is specifically designed for cable dense environments, supporting high-fill cable tray systems, main distribution pathways, and backbone routing in data center and telecommunications high-capacity network environments. The fire-rated pathway device promotes efficient, repeatable installation that helps accelerate construction schedules by reducing installation complexity in high-capacity cable environments. Ample entryway headroom accommodates oversized pulling heads or pre-connectorized fiber optic cables for the lifecycle of the device.

The EZ Path® ULTRA accommodates continuous and discontinuous cable tray systems. Appropriately sized devices accommodate 12″, 18″, and 24″ wide cable trays, up to 6″ tall, ensuring firestopping performance for the full capacity of the cable tray.

“We wanted to support the next generation of digital infrastructure with a modern solution purpose-built for cable-dense environments,” says Product Manager Justin Mentuck. “By streamlining installation and simplifying ongoing pathway management, this product helps keep projects on schedule and minimizes downtime in mission-critical facilities.” Documentation for the new EZ Path® ULTRA Fire-Rated Pathway is available here.

Specified Technologies Inc. (STI) is dedicated to advancing life and asset safety through innovative passive fire protection systems and digital solutions that help prevent the spread of fire, smoke, and hot gases. The company’s SpecSeal® and EZ Path® product lines are engineered for simplified installation and high performance, often resulting in lower installed costs. With firestopping as its sole focus, STI concentrates all resources on delivering fully tested, high-quality, and forward-thinking firestopping solutions.

Contact: +18009921180

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SOURCE Specified Technologies, Inc.

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