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Predictions.

The global AI infrastructure market will pass $1 trillion by 2029.

IDC · made April 2026 · target Dec 2029 · Open

IDC now projects the global AI infrastructure market will surpass $1 trillion by 2029
IDC, AI Infrastructure Spending Caps Historic Year at ~$90 Billion in Q4 2025; 2029 Spending to Eclipse $1 Trillion (IDC blog)

The prediction

Who
IDC
Made
April 2026
Target
Dec 31, 2029 (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
Topics
Compute,Markets

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Prediction
By 2028, 42% of the world's largest companies will have rationalized their entire agent and app portfolio.Open · target Dec 2028
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There will be no meaningful relief in memory supply for enterprise storage before 2028.Open · target Dec 2027
AI infrastructure spending will reach $487 billion in 2026, up about 53%.Open · target Dec 2026
Agentic AI will exceed 26% of worldwide IT spending, about $1.3 trillion, in 2029.Open · target Dec 2029
Agentic automation will enhance more than 40% of enterprise applications by 2027.Open · target Dec 2027
Agent use at the world's 2,000 largest companies will rise tenfold by 2027, with token and API loads up a thousandfold.Open · target Dec 2027
More than one billion AI agents will be actively deployed worldwide by 2029.Open · target Dec 2029
Companies without AI-ready data will suffer a 15% productivity loss by 2027.Open · target Dec 2027

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Sources: the source linked on each prediction, checked weekly; outcomes judged on the evidence linked. Logos via logo.dev; trademarks belong to their owners.

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