Article

In Q3 2025, global spending on AI infrastructure reached $86 billion, marking a transition to sustained investment. Projected spending for 2025 is $334 billion, with over $902 billion anticipated by 2029 and annual growth expected to exceed 30% until 2027.

Servers dominated the market, comprising nearly 98% of AI-related expenditures at $84 billion, while cloud implementations represented over 86%. Accelerated computing and GPU demand drive growth, despite potential delays from energy supply issues and rising component costs. Regulatory requirements may influence infrastructure deployment locations and contract allocations.