The global AI infrastructure market is on track for unprecedented growth, poised to surpass $100 billion USD in spending by 2028, according to the latest findings from the International Data Corporation (IDC) Worldwide Semiannual Artificial Intelligence Infrastructure Tracker.
Organizations increased spending on compute and storage hardware infrastructure for AI deployments by 37% year-over-year in the first half of 2024, reaching $31.8 billion.
The AI infrastructure market has now sustained double-digit growth for nine consecutive half-years, driven primarily by investment in servers for AI deployments.
The United States leads the global AI infrastructure market, accounting for almost half of the total spending in 1H24, followed by PRC (23%), APJ (16%), and EMEA (10%). Over the next five years, IDC expects the APJ region to grow at the fastest CAGR (20%) followed by the USA (16%), EMEA (13%) and PRC (11%).
By 2028, IDC forecast AI Infrastructure spending to reach $107Bn with servers deployed in cloud environments at 75% of the market total and accelerated servers around 56% of the total market spending.
“IDC expects AI adoption to continue growing at a remarkable pace as hyperscalers, CSPs, private companies, and governments around the world are increasingly prioritizing AI. Growing concerns around energy consumption for AI infrastructure will become a factor in datacenters looking for alternatives to optimize their architectures and minimize energy use,” said Lidice Fernandez, Group Vice President, Worldwide Enterprise Infrastructure Trackers.
