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Artificial Intelligence (AI) Infrastructure - Global Strategic Business Report

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    Report

  • 449 Pages
  • October 2025
  • Region: Global
  • Global Industry Analysts, Inc
  • ID: 5302417
The global market for Artificial Intelligence (AI) Infrastructure was valued at US$38.7 Billion in 2023 and is projected to reach US$178.6 Billion by 2030, growing at a CAGR of 24.4% from 2023 to 2030. This comprehensive report provides an in-depth analysis of market trends, drivers, and forecasts, helping you make informed business decisions. The report includes the most recent global tariff developments and how they impact the Artificial Intelligence (AI) Infrastructure market.

Key Insights:

  • Market Growth: Understand the significant growth trajectory of the Hardware Component segment, which is expected to reach US$76.1 Billion by 2030 with a CAGR of 21.9%. The Software Component segment is also set to grow at 24.2% CAGR for the next 7-year period.
  • Regional Analysis: Gain insights into the U.S. market, valued at $14.4 Billion in 2023, and China, forecasted to grow at an impressive 32.7% CAGR to reach $41.3 Billion by 2030. Discover growth trends in other key regions, including Japan, Canada, Germany, and the Asia-Pacific.

Why You Should Buy This Report:

  • Detailed Market Analysis: Access a thorough analysis of the Global Artificial Intelligence (AI) Infrastructure Market, covering all major geographic regions and market segments.
  • Competitive Insights: Get an overview of the competitive landscape, including the market presence of major players across different geographies.
  • Future Trends and Drivers: Understand the key trends and drivers shaping the future of the Global Artificial Intelligence (AI) Infrastructure Market.
  • Actionable Insights: Benefit from actionable insights that can help you identify new revenue opportunities and make strategic business decisions.

Key Questions Answered:

  • How is the Global Artificial Intelligence (AI) Infrastructure Market expected to evolve by 2030?
  • What are the main drivers and restraints affecting the market?
  • Which market segments will grow the most over the forecast period?
  • How will market shares for different regions and segments change by 2030?
  • Who are the leading players in the market, and what are their prospects?

Report Features:

  • Comprehensive Market Data: Independent analysis of annual sales and market forecasts in US$ Million from 2023 to 2030.
  • In-Depth Regional Analysis: Detailed insights into key markets, including the U.S., China, Japan, Canada, Europe, Asia-Pacific, Latin America, Middle East, and Africa.
  • Company Profiles: Coverage of players such as Advanced Micro Devices, Inc., Amazon Web Services Inc., Arm Limited, Cisco Systems, Inc., Dell Inc. and more.
  • Complimentary Updates: Receive free report updates for one year to keep you informed of the latest market developments.

Some of the 152 companies featured in this Artificial Intelligence (AI) Infrastructure market report include:

  • Advanced Micro Devices, Inc.
  • Amazon Web Services Inc.
  • Arm Limited
  • Cisco Systems, Inc.
  • Dell Inc.
  • Google LLC
  • Hewlett Packard Enterprise Company
  • IBM Corporation
  • Intel Corporation
  • Micron Technology Inc.
  • Microsoft Corporation
  • NEC Laboratories Europe GmbH
  • NVIDIA Corporation
  • Oracle Corporation
  • Synopsys Inc.
  • Toshiba Corporation

This edition integrates the latest global trade and economic shifts into comprehensive market analysis. Key updates include:

  • Tariff and Trade Impact: Insights into global tariff negotiations across 180+ countries, with analysis of supply chain turbulence, sourcing disruptions, and geographic realignment. Special focus on 2025 as a pivotal year for trade tensions, including updated perspectives on the Trump-era tariffs.
  • Adjusted Forecasts and Analytics: Revised global and regional market forecasts through 2030, incorporating tariff effects, economic uncertainty, and structural changes in globalization. Includes historical analysis from 2015 to 2023.
  • Strategic Market Dynamics: Evaluation of revised market prospects, regional outlooks, and key economic indicators such as population and urbanization trends.
  • Innovation & Technology Trends: Latest developments in product and process innovation, emerging technologies, and key industry drivers shaping the competitive landscape.
  • Competitive Intelligence: Updated global market share estimates for 2025, competitive positioning of major players (Strong/Active/Niche/Trivial), and refined focus on leading global brands and core players.
  • Expert Insight & Commentary: Strategic analysis from economists, trade experts, and domain specialists to contextualize market shifts and identify emerging opportunities.

Table of Contents

I. METHODOLOGYII. EXECUTIVE SUMMARY
1. MARKET OVERVIEW
  • The Quiet Surge: Why AI's Momentum Is Rewriting Enterprise Priorities
  • Global Market for Artificial Intelligence (AI) (In US$ Billion) for Years 2023, 2025 & 2027
  • Building the Foundations of Intelligence: How AI Infrastructure Shapes the Future of Data-Driven Innovation
  • Modular by Design: The Next Wave of AI Infrastructure Takes Shape
  • Accelerating Horizons: AI Infrastructure Becomes the Core of Global Competitiveness - Prospects and Outlook
  • Pandemic Accelerates the Momentum of AI Infrastructure
  • Unlocking Growth and Confronting Barriers: Key Dynamics Shaping the Global AI Infrastructure Market
  • AI Infrastructure: Market Segmentation and Strategic Outlook
  • Regional Forces Reshaping the Future of AI Infrastructure
  • Trade Shocks, Uncertainty, and the Structural Rewiring of Globalization Bring Global Economy Under Siege
  • Trade Wars, Policy Volatility & Geopolitical Upheaval Compound Pressures on Global Economic Growth: World Economic Growth Projections (Real Gross Domestic Product (GDP), Annual % Change) for the Years 2024 Through 2026
  • All Eyes on Global Inflation as Tariff Volatility Reignites Price Pressures and Emerges as a Flashpoint Risk Across Global Markets: Global Headline Inflation Rates (In %) for the Years 2019 through 2026
  • Oil Prices Take Center Stage as the Ultimate Barometer of Global Economic Health-Signalling Boom or Heralding Recession: Global Average Annual Brent Crude Oil Price (In US$ Per Barrel) for Years 2019 through 2026
  • Tariff Impact on the Global Artificial Intelligence (AI) Infrastructure Market
  • Competitive Scenario
  • Select Innovations and Advancements
  • Artificial Intelligence (AI) Infrastructure - Global Key Competitors Percentage Market Share in 2025 (E)
  • Competitive Market Presence - Strong/Active/Niche/Trivial for Players Worldwide in 2025 (E)
  • An Introduction to Artificial Intelligence (AI)
  • Technologies Enabling AI
  • Interconnection is Crucial to Develop AI Successfully
  • Artificial Intelligence (AI) Infrastructure: A Prelude
  • Recent Market Activity
  • Domain Expert Insights
2. FOCUS ON SELECT PLAYERS
3. MARKET TRENDS & DRIVERS
  • Digital Transformation's Defining Role in Driving AI Infrastructure Demand
  • Digital Transformation by Industry: 2024E
  • Industry Adoption of Artificial Intelligence (AI) by Function: 2024E
  • How Industrial IoT and Robotics Are Accelerating AI in Manufacturing
  • Global Investments on Industry 4.0 Technologies (in US$ Billion) for the Years 2017, 2020, 2023 & 2026
  • Demand for Artificial Intelligence, Machine Learning, and Deep Learning Gains Momentum
  • AI Infrastructure: Steering the Next Wave of Growth
  • Purpose-Built AI Infrastructure Becomes Central to Enterprise Transformation
  • Redefining Infrastructure Planning: The Transformative Role of Artificial Intelligence
  • AI Reimagines IT Infrastructure: From Automation to Intelligent Decision-Making
  • AI's Power & Cooling Needs: A Double Pinch for Existing Infrastructure, Leading to Rise of AI-as-a-Service
  • AI Reshaping the Future of IT Infrastructure Management
  • Increasing Adoption of AI Technology Boosts AI Chipsets Market
  • AI as a Service Market: Obviating the Need to Make Huge Initial Investments
  • Industry Collaboration with AI & ML Solutions to Optimize Digital Transformation Strategies
  • Growth Linked to Growing Focus on Parallel Computing in AI Data Centers
  • Global Market for Modular Data Centers (In US$ Million) for Years 2023, 2025 and 2027
  • Machine Learning and AI-Assisted Platforms Personalize Customer Experiences in Marketing Applications
  • Ranking of Business Outcomes Realized through AI Application in Marketing
  • New and Improved Concepts in ML and AI take Stage
  • Low-Cost, High-Performance Machine Learning Infrastructure Continues Speeding Up Innovations in the Cloud
  • Rapid Shifting to Cloud-based Infrastructure is Vital to Leverage Full Potential of Machine Learning
  • Deep Learning and Digital Assistant Technologies Present Significant Growth Potential
  • Deep Learning & ML-Based Tools Fuel Self-Service Automation
  • AI Infrastructure: Can Intelligence Become the Engine of a Sustainable Future?
  • Powering the Next Wave: AI Infrastructure Now Defines Scalable Innovation
  • AI at Scale: Why Infrastructure is Emerging as the Silent Determinant of Success?
  • Rising Regulation Pressures: How AI Governance Is Redrawing the Enterprise Risk Map
4. GLOBAL MARKET PERSPECTIVE
  • Table 1: World Artificial Intelligence (AI) Infrastructure Market Analysis of Annual Sales in US$ Million for Years 2018 through 2030
  • Table 2: World Recent Past, Current & Future Analysis for Artificial Intelligence (AI) Infrastructure by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific, Latin America and Rest of World Markets - Independent Analysis of Annual Revenues in US$ Million for Years 2024 through 2030 and % CAGR
  • Table 3: World Historic Review for Artificial Intelligence (AI) Infrastructure by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific, Latin America and Rest of World Markets - Independent Analysis of Annual Revenues in US$ Million for Years 2018 through 2023 and % CAGR
  • Table 4: World 12-Year Perspective for Artificial Intelligence (AI) Infrastructure by Geographic Region - Percentage Breakdown of Value Revenues for USA, Canada, Japan, China, Europe, Asia-Pacific, Latin America and Rest of World Markets for Years 2018, 2025 & 2030
  • Table 5: World Recent Past, Current & Future Analysis for Hardware Component by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific, Latin America and Rest of World Markets - Independent Analysis of Annual Revenues in US$ Million for Years 2024 through 2030 and % CAGR
  • Table 6: World Historic Review for Hardware Component by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific, Latin America and Rest of World Markets - Independent Analysis of Annual Revenues in US$ Million for Years 2018 through 2023 and % CAGR
  • Table 7: World 12-Year Perspective for Hardware Component by Geographic Region - Percentage Breakdown of Value Revenues for USA, Canada, Japan, China, Europe, Asia-Pacific, Latin America and Rest of World for Years 2018, 2025 & 2030
  • Table 8: World Recent Past, Current & Future Analysis for Software Component by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific, Latin America and Rest of World Markets - Independent Analysis of Annual Revenues in US$ Million for Years 2024 through 2030 and % CAGR
  • Table 9: World Historic Review for Software Component by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific, Latin America and Rest of World Markets - Independent Analysis of Annual Revenues in US$ Million for Years 2018 through 2023 and % CAGR
  • Table 10: World 12-Year Perspective for Software Component by Geographic Region - Percentage Breakdown of Value Revenues for USA, Canada, Japan, China, Europe, Asia-Pacific, Latin America and Rest of World for Years 2018, 2025 & 2030
  • Table 11: World Recent Past, Current & Future Analysis for Services Component by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific, Latin America and Rest of World Markets - Independent Analysis of Annual Revenues in US$ Million for Years 2024 through 2030 and % CAGR
  • Table 12: World Historic Review for Services Component by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific, Latin America and Rest of World Markets - Independent Analysis of Annual Revenues in US$ Million for Years 2018 through 2023 and % CAGR
  • Table 13: World 12-Year Perspective for Services Component by Geographic Region - Percentage Breakdown of Value Revenues for USA, Canada, Japan, China, Europe, Asia-Pacific, Latin America and Rest of World for Years 2018, 2025 & 2030
  • Table 14: World Recent Past, Current & Future Analysis for Machine Learning Technology by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific, Latin America and Rest of World Markets - Independent Analysis of Annual Revenues in US$ Million for Years 2024 through 2030 and % CAGR
  • Table 15: World Historic Review for Machine Learning Technology by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific, Latin America and Rest of World Markets - Independent Analysis of Annual Revenues in US$ Million for Years 2018 through 2023 and % CAGR
  • Table 16: World 12-Year Perspective for Machine Learning Technology by Geographic Region - Percentage Breakdown of Value Revenues for USA, Canada, Japan, China, Europe, Asia-Pacific, Latin America and Rest of World for Years 2018, 2025 & 2030
  • Table 17: World Recent Past, Current & Future Analysis for Deep Learning Technology by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific, Latin America and Rest of World Markets - Independent Analysis of Annual Revenues in US$ Million for Years 2024 through 2030 and % CAGR
  • Table 18: World Historic Review for Deep Learning Technology by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific, Latin America and Rest of World Markets - Independent Analysis of Annual Revenues in US$ Million for Years 2018 through 2023 and % CAGR
  • Table 19: World 12-Year Perspective for Deep Learning Technology by Geographic Region - Percentage Breakdown of Value Revenues for USA, Canada, Japan, China, Europe, Asia-Pacific, Latin America and Rest of World for Years 2018, 2025 & 2030
  • Table 20: World Recent Past, Current & Future Analysis for Training Function by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific, Latin America and Rest of World Markets - Independent Analysis of Annual Revenues in US$ Million for Years 2024 through 2030 and % CAGR
  • Table 21: World Historic Review for Training Function by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific, Latin America and Rest of World Markets - Independent Analysis of Annual Revenues in US$ Million for Years 2018 through 2023 and % CAGR
  • Table 22: World 12-Year Perspective for Training Function by Geographic Region - Percentage Breakdown of Value Revenues for USA, Canada, Japan, China, Europe, Asia-Pacific, Latin America and Rest of World for Years 2018, 2025 & 2030
  • Table 23: World Recent Past, Current & Future Analysis for Inference Function by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific, Latin America and Rest of World Markets - Independent Analysis of Annual Revenues in US$ Million for Years 2024 through 2030 and % CAGR
  • Table 24: World Historic Review for Inference Function by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific, Latin America and Rest of World Markets - Independent Analysis of Annual Revenues in US$ Million for Years 2018 through 2023 and % CAGR
  • Table 25: World 12-Year Perspective for Inference Function by Geographic Region - Percentage Breakdown of Value Revenues for USA, Canada, Japan, China, Europe, Asia-Pacific, Latin America and Rest of World for Years 2018, 2025 & 2030
  • Table 26: World Recent Past, Current & Future Analysis for Cloud Deployment by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific, Latin America and Rest of World Markets - Independent Analysis of Annual Revenues in US$ Million for Years 2024 through 2030 and % CAGR
  • Table 27: World Historic Review for Cloud Deployment by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific, Latin America and Rest of World Markets - Independent Analysis of Annual Revenues in US$ Million for Years 2018 through 2023 and % CAGR
  • Table 28: World 12-Year Perspective for Cloud Deployment by Geographic Region - Percentage Breakdown of Value Revenues for USA, Canada, Japan, China, Europe, Asia-Pacific, Latin America and Rest of World for Years 2018, 2025 & 2030
  • Table 29: World Recent Past, Current & Future Analysis for On-Premises Deployment by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific, Latin America and Rest of World Markets - Independent Analysis of Annual Revenues in US$ Million for Years 2024 through 2030 and % CAGR
  • Table 30: World Historic Review for On-Premises Deployment by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific, Latin America and Rest of World Markets - Independent Analysis of Annual Revenues in US$ Million for Years 2018 through 2023 and % CAGR
  • Table 31: World 12-Year Perspective for On-Premises Deployment by Geographic Region - Percentage Breakdown of Value Revenues for USA, Canada, Japan, China, Europe, Asia-Pacific, Latin America and Rest of World for Years 2018, 2025 & 2030
  • Table 32: World Recent Past, Current & Future Analysis for Hybrid Deployment by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific, Latin America and Rest of World Markets - Independent Analysis of Annual Revenues in US$ Million for Years 2024 through 2030 and % CAGR
  • Table 33: World Historic Review for Hybrid Deployment by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific, Latin America and Rest of World Markets - Independent Analysis of Annual Revenues in US$ Million for Years 2018 through 2023 and % CAGR
  • Table 34: World 12-Year Perspective for Hybrid Deployment by Geographic Region - Percentage Breakdown of Value Revenues for USA, Canada, Japan, China, Europe, Asia-Pacific, Latin America and Rest of World for Years 2018, 2025 & 2030
  • Table 35: World Recent Past, Current & Future Analysis for Cloud Service Providers (CSPs) End-Use by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific, Latin America and Rest of World Markets - Independent Analysis of Annual Revenues in US$ Million for Years 2024 through 2030 and % CAGR
  • Table 36: World Historic Review for Cloud Service Providers (CSPs) End-Use by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific, Latin America and Rest of World Markets - Independent Analysis of Annual Revenues in US$ Million for Years 2018 through 2023 and % CAGR
  • Table 37: World 12-Year Perspective for Cloud Service Providers (CSPs) End-Use by Geographic Region - Percentage Breakdown of Value Revenues for USA, Canada, Japan, China, Europe, Asia-Pacific, Latin America and Rest of World for Years 2018, 2025 & 2030
  • Table 38: World Recent Past, Current & Future Analysis for Enterprises End-Use by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific, Latin America and Rest of World Markets - Independent Analysis of Annual Revenues in US$ Million for Years 2024 through 2030 and % CAGR
  • Table 39: World Historic Review for Enterprises End-Use by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific, Latin America and Rest of World Markets - Independent Analysis of Annual Revenues in US$ Million for Years 2018 through 2023 and % CAGR
  • Table 40: World 12-Year Perspective for Enterprises End-Use by Geographic Region - Percentage Breakdown of Value Revenues for USA, Canada, Japan, China, Europe, Asia-Pacific, Latin America and Rest of World for Years 2018, 2025 & 2030
  • Table 41: World Recent Past, Current & Future Analysis for Government Organizations End-Use by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific, Latin America and Rest of World Markets - Independent Analysis of Annual Revenues in US$ Million for Years 2024 through 2030 and % CAGR
  • Table 42: World Historic Review for Government Organizations End-Use by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific, Latin America and Rest of World Markets - Independent Analysis of Annual Revenues in US$ Million for Years 2018 through 2023 and % CAGR
  • Table 43: World 12-Year Perspective for Government Organizations End-Use by Geographic Region - Percentage Breakdown of Value Revenues for USA, Canada, Japan, China, Europe, Asia-Pacific, Latin America and Rest of World for Years 2018, 2025 & 2030
III. MARKET ANALYSIS
UNITED STATES
  • Artificial Intelligence (AI) Infrastructure Market Presence - Strong/Active/Niche/Trivial - Key Competitors in the United States for 2025 (E)
CANADA
  • Artificial Intelligence (AI) Infrastructure Market Presence - Strong/Active/Niche/Trivial - Key Competitors in Canada for 2023 (E)
JAPAN
CHINA
  • Artificial Intelligence (AI) Infrastructure Market Presence - Strong/Active/Niche/Trivial - Key Competitors in China for 2025 (E)
EUROPE
  • Artificial Intelligence (AI) Infrastructure Market Presence - Strong/Active/Niche/Trivial - Key Competitors in Europe for 2025 (E)
FRANCE
GERMANY
ITALY
UNITED KINGDOM
SPAIN
RUSSIA
REST OF EUROPE
ASIA-PACIFIC
  • Artificial Intelligence (AI) Infrastructure Market Presence - Strong/Active/Niche/Trivial - Key Competitors in Asia-Pacific for 2025 (E)
AUSTRALIA
INDIA
SOUTH KOREA
REST OF ASIA-PACIFIC
LATIN AMERICA
REST OF WORLD
IV. COMPETITION

Companies Mentioned (Partial List)

A selection of companies mentioned in this report includes, but is not limited to:

  • Advanced Micro Devices, Inc.
  • Amazon Web Services Inc.
  • Arm Limited
  • Cisco Systems, Inc.
  • Dell Inc.
  • Google LLC
  • Hewlett Packard Enterprise Company
  • IBM Corporation
  • Intel Corporation
  • Micron Technology Inc.
  • Microsoft Corporation
  • NEC Laboratories Europe GmbH
  • NVIDIA Corporation
  • Oracle Corporation
  • Synopsys Inc.
  • Toshiba Corporation

Table Information