SIGNALInfrastructure Software·Jun 17, 2026, 3:32 PMSignal85Short term

Intersect360 Research: AI Infrastructure Market Grew 60% in 2025, Forecast to Exceed $520B by 2030

Source: HPCwire

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Intersect360 Research: AI Infrastructure Market Grew 60% in 2025, Forecast to Exceed $520B by 2030

SUNNYVALE, Calif., June 17, 2026 — The worldwide market for accelerated, high‑performance data center infrastructure serving artificial intelligence (AI) workloads grew 60.1 percent year‑over‑year in 2025, reaching more than $300 billion in spending, according to new market data from industry analyst firm Intersect360 Research. The AI market continues to be fueled predominantly by hyperscale companies, […] The post Intersect360 Research: AI Infrastructure Market Grew 60% in 2025, Forecast to Exceed $520B by 2030 appeared first on HPCwire .

Why this matters
Why now

This report provides updated market data for 2025 and a near-term forecast to 2030, reflecting the current rapid expansion phase of AI infrastructure and hyperscale investment.

Why it’s important

A strategic reader needs to understand the accelerating growth and scale of the AI infrastructure market, particularly its concentration among hyperscale companies, to anticipate resource demands and investment opportunities.

What changes

The sheer scale and growth rate of the AI infrastructure market, now projected to exceed $520B by 2030, confirm the ongoing and significant re-prioritisation of capital towards AI compute within hyperscale and corporate budgets.

Winners
  • · Hyperscale companies
  • · GPU manufacturers
  • · Data center infrastructure providers
  • · AI software developers
Losers
  • · Traditional IT hardware vendors
  • · Non-AI focused software companies
Second-order effects
Direct

Increased demand for advanced semiconductor manufacturing and specialized data center components will continue.

Second

The immense energy demands of this compute growth will put further strain on electrical grids and accelerate investment in new power generation technologies.

Third

Growing concentration of advanced AI capabilities within a few hyperscale entities may lead to regulatory scrutiny regarding market dominance and accessibility.

Editorial confidence: 95 / 100 · Structural impact: 70 / 100
Original report

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