Predictionsby GlyphMarkets predictions
Market size, spending and adoption forecasts.
Asia/Pacific AI and GenAI spending will grow from $121.5 billion in 2025 to $555.2 billion by 2030.
IDCEuropean AI spending will reach nearly $470 billion in 2030.IDCAI 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%.
NvidiaMarketsGlobal AI investment will rise to 1.4% of world GDP in 2028.
Goldman SachsComputeAI demand will lift AMD's total addressable market to about $2 trillion in 2030.
Lisa Su, AMDMarketsAI 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 & CompanyMarketsAI coding will cost more than an average developer's salary by 2028 as token prices rise.
GartnerMarketsWorldwide AI spending will rise 47% in 2026 to $2.59 trillion.GartnerThe global AI infrastructure market will pass $1 trillion by 2029.IDCMarketsAI infrastructure spending will reach $487 billion in 2026, up about 53%.IDCMarketsCapital spending by five large technology companies will rise another 75% in 2026, from over $400 billion in 2025.
International Energy AgencyMarketsNvidia will make at least $1 trillion in revenue from 2025 through 2027.
Jensen Huang, NvidiaMarketsAgentic AI will exceed 26% of worldwide IT spending, about $1.3 trillion, in 2029.IDCMarketsAmazon will spend about $200 billion on capital expenditures in 2026.
Andy Jassy, AmazonMarketsAI infrastructure spending will grow from $500 billion to $1.4 trillion in 2030.
ARK InvestMarketsOpenAI will announce its first hardware device in the second half of 2026.
Chris Lehane, OpenAIIn 2026 a club of startups going from $0 to $1 billion in revenue will emerge.
David Cahn, Sequoia CapitalBy 2030 labs will have made real progress on continual learning and models will earn hundreds of billions, without automating all knowledge work.
Dwarkesh Patel, Dwarkesh PodcastMarketsWith better orchestration the agentic AI market could reach $45 billion in 2030.
DeloitteMarketsUp to half of organizations will put more than 50% of digital transformation budgets toward AI automation in 2026.DeloitteMarketsThe market for inference-optimized chips will grow to over $50 billion in 2026.DeloitteMarkets35% of point-product SaaS tools will be replaced by AI agents or absorbed into agent ecosystems by 2030.GartnerMarketsEnterprises will defer 25% of their planned 2026 AI spending until 2027.
Forrester35% of countries will be locked into region-specific AI platforms by 2027.GartnerMarketsAI agents will intermediate more than $15 trillion of B2B spending by 2028.GartnerMarketsTotal AI investment could exceed $1 trillion a year by 2027.
Leopold Aschenbrenner, Situational Awareness LPMarkets