AI Infrastructure Market Grew 60% in 2025, Forecast to Exceed $520B by 2030

SUNNYVALE, CA — June 17, 2026 — The worldwide market for accelerated, high‑performance data center infrastructure serving artificial intelligence (AI) workloads grew 60.1 percent year‑over‑year in 2025, reaching more than $300 billion in spending, according to new market data from industry analyst firm Intersect360 Research. The AI market continues to be fueled predominantly by hyperscale companies, with hyperscale AI infrastructure remaining the largest and fastest‑growing segment in absolute dollars. At the same time, the non-hyperscale enterprise AI market, including AI segments for high-performance computing (HPC), reached $71.6 billion in 2025 and is projected to grow to more than $130 billion by 2030.

The new forecast, informed by broad-based Intersect360 Research budget surveys and technology trend reports from the HPC‑AI Leadership Organization (HALO), shows that accelerated infrastructure is steadily taking share from traditional, non‑accelerated data center spending. Over the 2025–2030 period, the combined AI infrastructure market will grow at a double‑digit compound annual rate, with total annual AI infrastructure spending projected to comfortably exceed $500 billion by the end of the decade.

“We’ve seen AI infrastructure take over the data center agenda,” said Intersect360 Research CEO Addison Snell. “Our forecast maps where the money is really going, from hyperscalers and neoclouds to sovereign and enterprise AI.”

The highest growth in the forecast shifts away from hyperscale alone toward newer segments, including AI‑focused cloud providers and national sovereign AI data centers. National sovereign AI data centers begin as a small share of accelerated infrastructure but post the fastest growth rate over the forecast period, as more nations fund dedicated, nationally controlled AI facilities.

“Our surveys and HALO budget mapping show where new money is going: hyperscaler AI infrastructure is growing fastest, while enterprise and sovereign AI become a visible, steadily expanding share of total spend,” said Intersect360 analyst Antonia Maar. “Sovereign AI starts as a small slice of the market, but it grows several‑fold as governments prioritize nationally controlled AI capacity.”

“Accelerated infrastructure is steadily taking share from traditional, non‑accelerated data center spending,” added Intersect360 analyst Kevin Jackson. “Over the forecast period, GPUs, high‑end servers, and AI‑optimized cloud services capture most of the incremental budget growth, while legacy enterprise infrastructure remains flat or declines in real terms.”

The full series of market forecast reports from Intersect360 Research defines four accelerated, high‑performance segments of the worldwide data center infrastructure market: hyperscale AI, AI‑focused clouds (“neoclouds”), national sovereign AI data centers, and enterprise AI (including HPC-AI). Two additional non‑accelerated segments—hyperscale and enterprise—complete the forecast and provide context for the long‑term shift toward accelerated AI infrastructure.

Intersect360 Research will present highlights of the new forecast, along with results from recent HALO surveys, in a free webinar on June 18, 8:00 a.m. PT – 9:30 a.m. PT, including a long‑term outlook for AI, HPC, quantum, hyperscale, and the future of enterprise computing. A 60-minute presentation will be followed by 30-minutes of live Q&A with Intersect360 analysts. All registrants will get access to presentation materials and recordings.

For registration information, visit https://www.intersect360.com/webinar-registration/.

About Intersect360 Research

Intersect360 Research is a market intelligence, research, and consulting advisory practice focused on high-performance data center trends, including High Performance Computing (HPC), artificial intelligence (AI) and machine learning, cloud computing, big data, and hyperscale. Intersect360 Research utilizes both user-based and supplier-based research to form a complete perspective of market dynamics, trends, and usage models, including both technical and business applications. The company’s research agenda and studies are informed by the HPC-AI Leadership Organization (HALO), a global end user group organized by Intersect360 Research to help guide the future of the HPC-AI industry. More information on HALO is available at www.hpcaileadership.org.

In addition to its market advisory subscription services, Intersect360 Research offers customers an array of client-specific services, including custom surveys, white papers and custom analysis. More information about Intersect360 Research as well as the full slate of Intersect360 Research reports available for purchase and download can be found at www.intersect360.com.