Predictionsby GlyphThe global AI infrastructure market will pass $1 trillion by 2029.
IDC
IDC now projects the global AI infrastructure market will surpass $1 trillion by 2029
- Who
- IDC
- Made
- April 2026 6 months ago
- Target
- Dec 31, 2029 in 3 years (stated as "by 2029")
- Status
- Openin 3 years
- Source
- AI Infrastructure Spending Caps Historic Year at ~$90 Billion in Q4 2025; 2029 Spending to Eclipse $1 Trillion (IDC blog) Primary: their own words
More from IDC
By 2028, 42% of the world's largest companies will have rationalized their entire agent and app portfolio.Asia/Pacific AI and GenAI spending will grow from $121.5 billion in 2025 to $555.2 billion by 2030.European AI spending will reach nearly $470 billion in 2030.There will be no meaningful relief in memory supply for enterprise storage before 2028.AI infrastructure spending will reach $487 billion in 2026, up about 53%.Agentic AI will exceed 26% of worldwide IT spending, about $1.3 trillion, in 2029.Agentic automation will enhance more than 40% of enterprise applications by 2027.Agent use at the world's 2,000 largest companies will rise tenfold by 2027, with token and API loads up a thousandfold.More than one billion AI agents will be actively deployed worldwide by 2029.Companies without AI-ready data will suffer a 15% productivity loss by 2027.
Related predictions
By the end of 2030 each leading lab will have compute to run hundreds of millions of human-level AIs.
Noam Brown, OpenAIAGIAt least two countries will turn data-center ratepayer protection into tariffs or equivalent obligations in 2027.
ForresterAI will add about 8.3% to US GDP by 2030.
Azeem Azhar, Exponential ViewJobsSnowflake product revenue for fiscal 2027 will be about $6.07 billion, up 36%.
SnowflakeMarketsNvidia revenue for the third quarter of fiscal 2027 will be about $108 billion, plus or minus 2%.
NvidiaMarketsChina will have 30 gigawatts of AI compute or less in 2028.
Dylan Patel, SemiAnalysis