Predictionsby GlyphCompute predictions
Chips, data centers, energy and scale.
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.
ForresterThere will be no meaningful relief in memory supply for enterprise storage before 2028.
IDCComputeNvidia 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, SemiAnalysisBy the end of 2027 half of the world's incremental new compute will go to Anthropic and OpenAI.Dylan Patel, SemiAnalysisThe US faces a 38-gigawatt data center power shortfall between 2026 and 2028.
Morgan StanleyGlobal AI investment will rise to 1.4% of world GDP in 2028.
Goldman SachsComputeInstalled US data center capacity will reach 118 gigawatts in 2030.
BloombergNEF194 gigawatts of data centers will be online in the US by 2035.BloombergNEFOpenAI will bring AMD Helios racks online starting in the fourth quarter of 2026.
AMDAI demand will lift AMD's total addressable market to about $2 trillion in 2030.
Lisa Su, AMDMarketsAnthropic will start deploying its first gigawatt of AMD MI450 GPUs in the first half of 2027.AMDAI spending could reach $1.4 trillion in 2028.Morgan StanleyComputeDemand for AI chips will stay very strong through about 2029 or 2030.
C.C. Wei, TSMCMarketsTSMC revenue will grow slightly more than 40% in 2026, in US dollars.C.C. Wei, TSMCMarketsData centers will need $6.7 trillion of investment worldwide by 2030, $5.2 trillion of it for AI.
McKinsey & CompanyMarketsBy 2027 AI-optimized servers will use more power than conventional servers.
GartnerData center electricity consumption will pass 1,200 TWh by 2030, beyond what grid supply can meet.GartnerThe global AI infrastructure market will pass $1 trillion by 2029.IDCMarketsAI infrastructure spending will reach $487 billion in 2026, up about 53%.IDCMarketsData centre electricity use will double by 2030, with AI-focused data centres tripling.
International Energy AgencyCapital spending by five large technology companies will rise another 75% in 2026, from over $400 billion in 2025.International Energy AgencyMarketsData centres could host 20 to 25 gigawatts of battery storage globally by 2030.International Energy AgencyData centre emissions will double to about 350 million tonnes by 2035.International Energy AgencyData center power demand will rise 160 to 165% by 2030 from 2023 levels.Goldman SachsUS data centre electricity demand will rise 130% by 2030.International Energy AgencyNvidia will make at least $1 trillion in revenue from 2025 through 2027.
Jensen Huang, NvidiaMarketsAmazon will spend about $200 billion on capital expenditures in 2026.
Andy Jassy, AmazonMarketsChina will make compelling AI chips within three or four years.
Elon Musk, xAIWithin 36 months space will be the most economically compelling place to run AI.Elon Musk, xAIWithin five years more AI compute will be launched to space each year than exists on Earth in total.Elon Musk, xAIAI infrastructure spending will grow from $500 billion to $1.4 trillion in 2030.
ARK InvestMarketsAgent use at the world's 2,000 largest companies will rise tenfold by 2027, with token and API loads up a thousandfold.IDCComputeTSMC capacity could become a material constraint on AI in 2026.
David Cahn, Sequoia CapitalQuantum computers able to break RSA and ECC encryption are plausible within about five years.
Werner Vogels, AmazonThe market for inference-optimized chips will grow to over $50 billion in 2026.
DeloitteMarketsInference will account for roughly two-thirds of all AI compute in 2026.DeloitteIBM will build the first large-scale, fault-tolerant quantum computer by 2029.
IBMIBM will deliver quantum advantage by the end of 2026.IBMGlobal AI compute requirements could reach 200 gigawatts by 2030, 100 gigawatts in the US.
Bain & CompanyClusters used to train frontier AI will cost over $100 billion by 2030.
Epoch AIBy 2027 the majority of new data centers breaking ground will be mostly solar powered.
Casey Handmer, Terraform IndustriesIn the 2030s intelligence and energy will become wildly abundant.
Sam Altman, OpenAIComputeThe world will have 100 million H100-equivalent chips by 2028, up from 10 million.
Sholto Douglas, AnthropicGlobal data centre electricity demand will more than double to about 945 TWh by 2030.International Energy AgencyUS data centers will need 29 GW of extra power by 2027 and 67 GW more by 2030.
Eric Schmidt, GoogleTraining runs of about 2e29 FLOP will be feasible by 2030, a GPT-2 to GPT-4 sized jump beyond GPT-4.Epoch AITotal AI investment could exceed $1 trillion a year by 2027.
Leopold Aschenbrenner, Situational Awareness LPMarketsBy the end of the decade individual AI training clusters will cost $1 trillion or more.Leopold Aschenbrenner, Situational Awareness LPIntel will regain process leadership in 2025.
Pat Gelsinger, IntelIntel will regain transistor performance and power leadership by 2025.Pat Gelsinger, Intel