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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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Andy Hock Joins Accrete as Strategic Advisor

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Andy Hock, who serves as Chief Strategy Officer at Cerebras Systems, joins Accrete’s Advisory Board to help guide the company’s growth as enterprises adopt agentic AI.

NEW YORK, July 7, 2026 /PRNewswire/ — Accrete, the cognitive infrastructure company building Knowledge Engines for autonomous work, today announced that Andy Hock, PhD, who serves as Chief Strategy Officer at Cerebras Systems, has joined Accrete’s Advisory Board to support the company’s continued product and commercial growth.

For more than a decade, AI has flourished on data, models, and compute–the raw ingredients of intelligence. As those ingredients become more abundant, another constraint emerges: the structure, context, and history of an organization’s knowledge. Legacy data organization is suitable, but not optimized for AI.

In the emergent era of agent-based AI, autonomous systems can reason, but they don’t inherit an organization’s hard-won experience, or keep it current, secure, and evolving. Encoding organizational knowledge to enable optimized agent workflows with judgement is exactly the problem that Accrete has solved since 2017.

Few people understand the frontier possibilities and constraints of AI scale better than Hock. At Cerebras, he leads product strategy behind the company’s revolutionary wafer-scale supercomputers that are breaking the speed limits of AI inference and training. Before joining Cerebras in 2017, he built AI data platforms at Google following its acquisition of Skybox Imaging, where he served as Senior Director of Advanced Technologies. He holds a PhD from UCLA.

According to Hock, “AI has moved from an emerging technology to a business imperative. As frontier compute and models become more accessible, enterprises need better ways to organize and operationalize institutional knowledge for agentic workflows, knowledge retention, learning, and AI-enabled decision-making. I’ve been impressed by what the Accrete team has quietly solved in the most demanding environments, and I’m excited to help the team deepen these capabilities for enterprise customers.”

“Andy helped build one of the industry’s leading AI infrastructure companies and brings deep experience in scaling advanced technologies from innovation to enterprise adoption,” said Prashant Bhuyan, Founder, CEO & Chairman of Accrete. “He gets what we’ve proven where the stakes are highest, in government, critical infrastructure, and highly regulated industries: expert judgement is what makes autonomous systems trustworthy, cost-efficient, and secure inside the customer’s trust boundary.”

As an advisor, Hock will counsel Accrete on product strategy, scalable autonomous systems, and go-to-market strategy required to move enterprises from copilots that assist people to autopilots that deliver the finished work.

About Andy Hock
Andy Hock, PhD, is Chief Strategy Officer at Cerebras Systems, where he leads product strategy, partnerships, and sovereign programs. He has more than 20 years of experience at the intersection of advanced algorithms, systems, and applied AI. Before Cerebras, he led AI data and geospatial products at Google following its acquisition of Skybox Imaging. He holds a PhD in Geophysics and Space Physics from UCLA.

About Accrete
Accrete builds cognitive infrastructure for government and enterprise customers. Founded in 2017, Accrete’s Knowledge Engine Platform unifies fragmented systems, siloed data, tacit knowledge, and decision-making into a continuously learning universal system of intelligence. Knowledge Engines give agents the shared context to reason, collaborate, decide, and act across the full complexity of an organization. As AI makes intelligence abundant, judgement is the scarce resource, and Accrete’s Knowledge Engines encode the expert judgement organizations accumulate over decades so agents can be trusted with consequential decisions. Accrete’s customers span Fortune 500 enterprises as well as U.S. defense and national security agencies. From commercial operations to national security missions, Accrete’s platform enables expert agents that deliver superintelligence purpose-built for high-stakes environments. Accrete AI Government LLC, based in Alexandria, VA, is the federal subsidiary of New York-based Accrete, Inc.

Media Contact
Dennis Yuscavitch
dennis.yuscavitch@accrete.ai
+1917-667-2523

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SOURCE Accrete

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Mr. Smokestack Joins Endura Services

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KANSAS CITY, Mo., July 7, 2026 /PRNewswire/ — Endura Services announced today that Mr. Smokestack Chimney Service has joined Endura’s growing organization of chimney and hearth service companies.

Led by Jeremy Mitchell, Mr. Smokestack has built a strong reputation for quality service, customer care, and professionalism. As part of Endura, the company will continue operating with the same local team, day-to-day operations, and commitment to serving customers, while gaining access to broader support across recruiting, training, operations, marketing, technology, employee benefits, finance, safety, and growth planning.

“Jeremy and his team have built exactly the kind of company we want Endura to partner with — respected locally, serious about quality, and committed to doing right by employees and customers,” said Jerry Roche, CEO of Endura Services. “We are here to support the team and provide resources that help strong local operators continue to grow.”

“When you build and lead a business, you think about more than a transaction,” said Jeremy Mitchell. “You think about your people, your customers, your reputation, and what happens after closing. I chose Endura because their team understood that. They listened, earned my trust, and made it clear that the plan was to support Mr. Smokestack’s people and operations, not disrupt them.”

Mr. Smokestack joins other respected Endura companies, including The Mad Hatter (GA), ChimneyTek (MD), and others across the country. Each company continues to serve its local market with the benefit of additional resources, shared expertise, and a broader operating team behind it.

Endura continues to seek conversations with owners of high-quality chimney and hearth service businesses who are thinking carefully about succession, growth, and the long-term future of their teams.

About Endura Services

Formed in 2024, Endura Services is a growing chimney and hearth services organization focused on supporting strong local operating teams with the resources, systems, and professional infrastructure needed to help them grow. Endura partners with respected owners and operators who are committed to quality service, employee opportunity, customer trust, and the long-term professionalization of the chimney and hearth industry.

Contacts:

Endura Services
Joshua Isaacs
joshua.isaacs@endurapropartners.com 

Endura Services
Erik deStefanis
erik.destefanis@endurapropartners.com

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SOURCE Endura Services

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Portland DMA high schools and KOIN, more coverage than ever expected in 26-27, powered by uReport

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PORTLAND, Ore., July 7, 2026 /PRNewswire/ — Since its recent announcement, over 60 Portland DMA schools have signed on to experience a rebirth in coverage for all school athletics and activities, with dozens more planning the onboard process. KOIN is fully funding this effort for the entire 26-27 academic year for every high school in the DMA.

“Schools will now be able to publish real-time stories about everything from marching band to all girls’ sports, to speech and debate competitions and much more. We look forward to students participating in this process and gaining incredible experiences through active journalism, media, tech and much more.” says Tom Keeler, VP & GM of KOIN Media. “All stories will be featured at KOIN.com to provide thousands more eyeballs on these great stories. A recent Seaside High School story was picked up from KOIN.com and seen on MSN, AOL and Yahoo Sports which shows the power of this partnership for schools to really shine!”

Seaside High School Golf State Champion: (Seaside Article – Featured on Yahoo

uReport has earned important recognition with 1EdTech TrustedED Apps Certification for Data Privacy. This recognition highlights uReport’s commitment to safeguarding student and educator data while providing schools with a trusted platform for storytelling, communication, and responsible AI use. This adds to uReport’s existing listing within the ISTE Learning Technology Directory (International Society for Transforming Education). 

“School leaders are paying attention to what KOIN is doing in Portland. It is special to bring back coverage to thousands of events long forgotten and to provide exposure to activities that have never experienced the limelight. Their stories need to be heard and are important to get into the community,” says Peter Fitzpatrick, CEO of DistrictWON, “The platform is best-in-class and schools can get their students involved in the coverage of everything, providing real-life experience and having lots of fun along the way. KOIN is leading the way to bring this coverage to the forefront.”

To learn more about KOIN’s plan to provide coverage see this video: KOIN – HS Coverage

School administrators can start immediately here: Easy School Account

For more information, contact uReport Director of Customer Success, Dan McGrath: 216-647-3857; dmcgrath@districtwon.com

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SOURCE DistrictWON

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