SIGNALInfrastructure Software·Jun 17, 2026, 1:37 PMSignal85Short term

Intersect360 Research: AI Infrastructure Market Grew 60% in 2025, Forecast to Exceed $530B by 2030

Source: HPCwire

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Intersect360 Research: AI Infrastructure Market Grew 60% in 2025, Forecast to Exceed $530B 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 $530B by 2030 appeared first on HPCwire .

Why this matters
Why now

This report provides updated market data confirming the sustained, rapid growth of the AI infrastructure market, validating ongoing investment trends.

Why it’s important

A strategic reader should note the immense scale and continued high growth rates of AI infrastructure spending, underpinning the foundational shift towards AI-centric compute.

What changes

The market size and growth trajectory reinforce the urgency for companies and nations to secure their position in the AI compute stack, solidifying AI as an foundational layer of economic and strategic power.

Winners
  • · Hyperscale companies
  • · GPU manufacturers
  • · Data center operators
  • · Infrastructure software providers
Losers
  • · Companies without AI integration strategies
  • · Legacy infrastructure providers
  • · Nations dependent on others for AI compute
Second-order effects
Direct

The rapid expansion of AI infrastructure fuels demand for specialized hardware and power resources.

Second

Increased competition among hyperscalers could accelerate innovation in AI models and services, driving further infrastructure needs.

Third

The escalating compute demands from AI could exacerbate energy and resource constraints, potentially leading to new geopolitical tensions over access to these inputs.

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

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