The sector of AI infrastructure is on track to record unprecedented growth before the year 2030. Thus, at IDC they foresee a level of investment in 2029 that will reach 758,000 million of dollars.
To get an idea of the increase in investment in AI infrastructure that will occur between now and then, mention that in the second quarter of 2025, companies increased spending on computing and storage hardware infrastructure for AI deployments by 166% annually, up to $82 billion.
The AI infrastructure sector has been growing steadily for several years at well above 10%, which is mainly due to the increase in investment in servers for AI deployments.
Infrastructure deployed in shared and cloud environments represents 84.1% of total spending in the aforementioned period of 2025. Those that contributed the most to AI spending were hyperscalers, cloud service providers, and digital services providers. In total, they accounted for 86.7% of the total investment,
During the second quarter of 2025, servers accounted for 98% of spending, 173.2% more than in the same period of 2024. Servers with integrated accelerator are the infrastructure preferred by AI platforms, and in fact they account for 91.8% of total spending on AI infrastructure for servers, 207.3% more in the second quarter of 2025.
According to IDC forecasts, accelerated servers will exceed 95% of server AI infrastructure spending by 2029, with compound annual growth of 42% over five years.
Most of the relevant changes in the AI server forecast are due to a reassessment of demand for servers with GPUs and other accelerators in the United States.
Thus, it replaces the previously forecast slowdown for late 2025 and early 2026 with a new expectation that investment in AI will continue until the end of this year and into 2026. This is based on the continued growth of the product portfolios of the main suppliers and buyers.
Storage spending on AI infrastructure has been driven by the need to manage the large data sets needed to train AI models. Also for storage, checkpoints and data repositories for AI inference phases. This category recorded 20.5% year-over-year growth in the second quarter of 2025, with 48% of spending coming from cloud deployments.
The United States leads the global AI infrastructure market, accounting for 76% of total spending in Q2 2025. It is followed by China (11.6%), Asia-Pacific and Japan (6.9%), and EMEA (4.7%). All with accelerated servers representing 94.3% of total market spending
Over the next five years, IDC expects the China region to grow at the fastest CAGR (41.5%), followed by the United States (40.5%), EMEA (17.3%), and Asia-Pacific and Japan (14.3%). By 2029, IDC forecasts AI infrastructure spending to reach $758 billion, with accelerated servers accounting for 94.3% of total market spending.
As highlighted Lídice Fernández, Group Vice President of IDC Worldwide Enterprise Infrastructure Trackershas taken the opportunity to point out that there is «a clear possibility that more AI-related investments will be announced in the coming years, adding to and prolonging the current phase of massive accelerated server deployment well into 2026 and even beyond«.
Looking ahead, according to Fernández, IDC expects AI adoption to be driven primarily by hyperscalers and cloud service providers, along with AI-based research and education projects, which will gain importance at the end of the forecast period.
