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Global AI Infrastructure Market

Publisher BCC Research
Published Dec 26, 2025
Length 273 Pages
SKU # WA20686029

Description

Report Scope

This report analyzes the advances in the global market for AI infrastructure. It segments the market into component infrastructure; network infrastructure; storage infrastructure; and support infrastructure.
  • Component infrastructure: Hardware, including graphics processing units (GPUs), application-specific integrated circuits (ASICs), and field-programmable gate arrays (FPGAs), AI compute clusters, and software
  • Network infrastructure: Switches, routers, network interface cards (NICs) and software.
  • Storage infrastructure: Storage systems, including direct-attached storage (DAS), storage area networks (SANs), and network-attached storage (NAS); storage media, including hard disk drives (HDDs) and solid-state drives (SSDs).
  • Support infrastructure: Power systems, including uninterruptible power supplies (UPS), energy storage systems (ESS), and backup generation; onsite/renewable generation and advanced cooling systems, which include onsite/renewable generation, air cooling, liquid cooling and immersion cooling), physical access control (PAC) systems and physical identity and access management (PIAM) systems; video surveillance, and fire and life safety), and data center infrastructure management (DCIM).
The report also segments the market by end-use industry, including cloud service providers, BFSI, IT and telecom, healthcare, manufacturing, retail and e-commerce, media and entertainment, and government organizations.

The study also analyzes the market by region: the Americas, Europe, Asia-Pacific, and the Middle East and Africa (MEA). This report focuses on emerging technologies, patents, leading companies’ strategies, market shares, and environmental, social and governance (ESG) initiatives, and macroeconomic factors, including economic growth, global interest rates, and the cost of capital.

It also includes global revenue ($ millions) for the base year 2024, estimated data for 2025, and projections of compound annual growth rates (CAGRs) for the period of 2025 through 2030. All market values are in U.S. dollars ($ millions).

Report Includes
  • 143 data tables and 55 additional tables
  • An overview of the global market for AI infrastructure
  • In-depth analysis of global market trends, featuring historical revenue data for 2024, estimated figures for 2025, as well as forecasts for 2026 and 2029. This analysis includes projections of compound annual growth rates (CAGRs) through 2030
  • Evaluation of the current market size and revenue growth prospects specific to the AI infrastructure market, accompanied by a market share analysis by component infrastructure, network infrastructure, storage infrastructure, support infrastructure, end-use industry, and region
  • Analysis of current and future demand in the AI infrastructure market, along with a detailed analysis of the competitive environment, market regulations and reimbursement practices
  • Analysis of drivers, challenges and opportunities affecting market growth
  • Coverage of evolving technologies, the current and future market potential, R&D activities, growth strategies, new product pipeline, regulatory framework and reimbursement scenarios, and ESG trends of the market
  • Market share analysis of the key market participants, along with their research priorities, product portfolios, global rankings and competitive landscape
  • Profiles of major companies within the industry, including Nvidia Corp., Alphabet Inc. (Google), Amazon Web Services Inc., Microsoft, Advanced Micro Devices Inc.


Companies Mentioned

Abb
Advanced Micro Devices Inc.
Alphabet Inc. (Google Inc.)
Amazon Web Services Inc.
Caterpillar
Cummins Inc.
Dell Inc.
Ibm Corp.
Intel Corp.
Micron Technology Inc.
Microsoft
Nvidia Corp.
Oracle
Samsung
Schneider Electric

Table of Contents

273 Pages
Chapter 1 Executive Summary
Market Outlook
Scope of the Report
Market Summary
Technological Advances and Applications
Market Dynamics
Future Trends and Developments
Segmental Analysis
Regional Insights and Emerging Markets
Conclusion
Chapter 2 Market Overview
Current Market Overview
Future of the AI Infrastructure
AI Infrastructure vs. Traditional IT Infrastructure
Macroeconomic Factors
Economic Growth
Global Interest Rates and Cost of Capital
U.S. Tariff Impact on the Global AI Infrastructure Market
Porter's Five Forces Analysis
Bargaining Power of Suppliers
Bargaining Power of Buyers
Potential for New Entrants
Competition in the Industry
Threat of Substitutes
Case Studies
Case Study 1:
Case Study 2:
Case Study 3:
Case Study 4:
Chapter 3 Market Dynamics
Overview
Market Dynamics Snapshot
Market Drivers
Exponential Data Growth
Widespread Adoption of AI by Enterprises and Industries
Need for Automation and Operational Efficiency
AI Hardware Innovation and Infrastructure Power Demand
Market Restraints/Challenges
Computational Power Constraints
High Cost of Infrastructure
Market Opportunities
Increasing Number of Data Centers and Hyperscale Data Centers
Generative AI-Optimized Hardware and Compute Power
Chapter 4 Emerging Technologies
Emerging Technologies
Generative AI
Edge AI
AI Explainability (XAI)
Quantum Machine Learning
Large Language Models
Patent Analysis
Key Published Patents
Findings
Chapter 5 Market Segmentation Analysis
Segmentation Breakdown
Market Breakdown, by Type
Takeaways
Market Breakdown, by Component Infrastructure
Takeaways
Hardware
Software
AI Compute Clusters
Market Breakdown, by Storage Infrastructure
Takeaways
Storage Systems
Storage Medium
Market Breakdown, by Network Infrastructure
Takeaways
Switches
Routers
Network Interface Cards
Network Software
Other Network Infrastructure Components
Market Breakdown, by Support Infrastructure
Takeaways
Power Systems
Onsite/Renewable Generation and Advanced Cooling Systems
Physical Security and Access Control Systems
Data Center Infrastructure Management
Market Breakdown, by End-Use Industry
Takeaways
Cloud Service Providers
Banking, Financial Services, and Insurance
Information Technology and Telecommunications
Healthcare
Manufacturing
Retail and E-Commerce
Media and Entertainment
Government Organizations
Other End-User Industries
Geographic Breakdown
Takeaways
The Americas
United States
Canada
Mexico
South America
Americas AI Infrastructure Market Size and Forecast
Europe
Germany
U.K.
France
Italy
Rest of Europe
Europe AI Infrastructure Market Size and Forecast
Asia-Pacific
China
Japan
South Korea
India
Rest of Asia-Pacific
Asia-Pacific AI Infrastructure Market Size and Forecast
Middle East and Africa
Middle East
Africa
Middle East and Africa AI Infrastructure Market Size and Forecast
Chapter 6 Competitive Intelligence
Leading Companies in the AI Infrastructure Market
Nvidia Corp.
Alphabet Inc. (Google)
Amazon Web Services Inc.
Microsoft
Advanced Micro Devices Inc.
Market Ecosystem
Foundation and Sourcing
Platform and Enablement
Consumption and Deployment
Optimization and Evolution
Product Mapping Analysis
Strategic Analysis
M&A
Collaborations and Partnerships
Investments and Expansions
Chapter 7 Sustainability in the AI Infrastructure Market: An ESG Perspective
Introduction to ESG
Status of ESG in the Global AI Infrastructure Industry
Case Studies
Nvidia Corp.
Caterpillar
Concluding Remarks from BCC Research
Chapter 8 Appendix
Methodology
References
Abbreviations
Company Profiles
ABB
ADVANCED MICRO DEVICES INC.
ALPHABET INC. (GOOGLE INC.)
AMAZON WEB SERVICES INC.
CATERPILLAR
CUMMINS INC.
DELL INC.
IBM CORP.
INTEL CORP.
MICRON TECHNOLOGY INC.
MICROSOFT
NVIDIA CORP.
ORACLE
SAMSUNG
SCHNEIDER ELECTRIC

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