ResearchAndMarkets Adds 490-Page AI Data Center Report on $215 Billion Market
Updated
Updated · Yahoo Finance · Aug 17
ResearchAndMarkets Adds 490-Page AI Data Center Report on $215 Billion Market
1 articles · Updated · Yahoo Finance · Aug 17
Summary
ResearchAndMarkets added a 490-page report tracking the global computing and AI data-center market from 2026 to 2040, centered on a sector valued at about $215 billion in 2025.
Generative AI, large language models and agentic AI are driving sustained demand for GPUs, AI ASICs, CPUs and FPGAs as hyperscalers and enterprises expand compute infrastructure.
Nvidia remains dominant in GPUs, while AMD and custom chips from Google, AWS, Microsoft and Meta are reshaping competition by reducing reliance on merchant silicon for some workloads.
The report also flags supply-chain strain below 5nm, HBM and advanced packaging bottlenecks, plus a widening split between US-aligned and China-domestic AI chip ecosystems under export controls.
As tech giants aggressively deploy custom silicon in 2026, is Nvidia's dominance in the $215 billion AI infrastructure market secretly nearing its end?
With AI racks hitting megawatt scales in 2026, will global power grids collapse before the data center market reaches its 2040 projections?
Could a hidden bottleneck in advanced packaging derail the entire multi-billion dollar AI chip revolution despite massive investments from tech giants?