AI infrastructure spending hit $300B in 2025, up 60.1% YoY, per Intersect360 Research. Hyperscalers still dominate, but sovereign AI data centers are the fastest-growing segment.
Key facts
- AI infrastructure market grew 60.1% YoY to $300B in 2025.
- Forecast to exceed $520B by 2030.
- Enterprise AI segment: $71.6B in 2025, projected $130B+ by 2030.
- Sovereign AI data centers fastest growing segment.
- Accelerated infrastructure taking share from legacy spending.
The worldwide market for accelerated, high‑performance data center infrastructure serving AI workloads grew 60.1% year‑over‑year in 2025, reaching more than $300 billion in spending, according to new market data from industry analyst firm Intersect360 Research According to Intersect360 Research. The firm forecasts total annual AI infrastructure spending will comfortably exceed $500 billion by 2030, with the combined market projected to surpass $520 billion.
Hyperscale AI infrastructure remains the largest and fastest‑growing segment in absolute dollars, but the highest growth in the forecast shifts toward newer segments: AI‑focused cloud providers (neoclouds) and national sovereign AI data centers. Sovereign AI starts as a small share but posts the fastest growth rate as more nations fund dedicated, nationally controlled AI facilities.
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. Accelerated infrastructure is steadily taking share from traditional, non‑accelerated data center spending, with GPUs, high‑end servers, and AI‑optimized cloud services capturing most incremental budget growth while legacy enterprise infrastructure remains flat or declines.
“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.”
While hyperscaler spending is the headline number, the structural shift is the emergence of sovereign AI as a meaningful growth vector. Governments are funding their own AI capacity, creating a new demand pool that could reshape supply chains and geopolitics. Intel, which has been partnering with Foxconn on AI data center rack systems and supplying chips for Google's TPUs, may find a new market in sovereign builds if hyperscaler demand peaks.
What to watch
Watch for Q3 2026 hyperscaler capex disclosures from Microsoft, Google, and Amazon to see if sovereign AI contracts begin appearing in their data center build-out plans. Also track Intel's sovereign AI wins as a leading indicator of market shift.
Source: hpcwire.com
