Artificial Intelligence (AI) infrastructure refers to the foundational hardware, software and networking components that support the development, deployment and operation of AI systems. It includes computing power (such as central processing unit (CPU), graphics processing unit (GPU), tensor processing unit (TPU), data storage, frameworks, cloud services and networking resources designed to handle AI workloads efficiently. The main goal of AI infrastructure is to provide the necessary computational power, scalability and efficiency to support AI-driven applications.
The AI infrastructure market consists of sales, by entities (organizations, sole traders, or partnerships), of AI infrastructure that is employed whenever there is a need to process large volumes of data, develop predictive models, or automate complex tasks across various industries.
The global AI infrastructure market was valued at $15,350.00 million in 2019 which grew till 2024 at a compound annual growth rate (CAGR) of more than 29.00%.
Increasing Digital Transformation
The increasing digital transformation supported the growth of the AI infrastructure market during the historic period. Digital transformation generates vast amounts of data from internet of things (IoT) devices, cloud computing and enterprise applications, requiring artificial intelligence (AI) infrastructure like graphics processing units (GPUs), tensor processing units (TPUs) and AI-specific processors for efficient processing. For instance, in April 2023, according to a report from Copperberg AB, a Sweden-based e-commerce content and marketing firm and Valtech, a UK-based digital transformation agency, 47% of respondents increased their digital investment budget by up to 20% in 2023, compared to 63% in 2022. Businesses striving to match or surpass competitors are boosting their budgets. Additionally, in January 2023, according to the latest findings from Boston Consulting Group (BCG), Inc., a US-based management consulting company, two-thirds of the 2,700 executives surveyed worldwide plan to boost digital spending in 2023. Therefore, the increasing digital transformation drove the growth of the AI infrastructure market.
The Growing Role Of Energy And Commodities In AI Development
Companies operating in the AI infrastructure market are focusing on infrastructure and commodities critical to powering AI development, such as high-performance computing (HPC), advanced GPUs, data centre expansion and optimized cloud services. They are also investing in energy-efficient cooling systems and high-speed networking to address scalability and power constraints while enhancing AI model performance. For example, in February 2025, Global X Investments Canada Inc., a Canada-based financial services company launched the MTRX ETF on the Toronto Stock Exchange. This ETF aims to replicate the performance of the Mirae Asset AI Infrastructure CAD Index, offering investors exposure to companies integral to AI infrastructure development. Unlike other AI-focused strategies, MTRX emphasizes sectors such as energy infrastructure, electronic component manufacturing and utilities essential for AI operations. Notably, it includes investments in copper and uranium mining firms, acknowledging the critical role of these commodities in powering and constructing AI technologies. As AI adoption accelerates, MTRX provides a strategic avenue for investors to engage with the foundational elements driving AI advancements.
The global AI infrastructure market is fairly fragmented, with a large number of small players operating in the market. The top ten competitors in the market made up to 13.96% of the total market in 2023.
AI Infrastructure Global Market Opportunities And Strategies To 2034 from The Business Research Company provides the strategists; marketers and senior management with the critical information they need to assess the global AI infrastructure market as it emerges from the COVID-19 shut down.
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Where is the largest and fastest-growing market for AI infrastructure? How does the market relate to the overall economy; demography and other similar markets? What forces will shape the market going forward? The AI infrastructure market global report from The Business Research Company answers all these questions and many more.
The report covers market characteristics; size and growth; segmentation; regional and country breakdowns; competitive landscape; market shares; trends and strategies for this market. It traces the market's history and forecasts market growth by geography. It places the market within the context of the wider AI infrastructure market; and compares it with other markets.
The report covers the following chapters
- Introduction And Market Characteristics- Brief introduction to the segmentations covered in the market, definitions and explanations about the segment by offerings, by function, by technology, by deployment type and by end user.
- Key Trends- Highlights the major trends shaping the global market. This section also highlights likely future developments in the market.
- Growth Analysis And Strategic Analysis Framework- Analysis on PESTEL, end use industries, market growth rate, global historic (2019-2024) and forecast (2024-2029, 2034F) market values and drivers and restraints that support and control the growth of the market in the historic and forecast periods, forecast growth contributors and total addressable market (TAM).
- Global Market Size And Growth- Global historic (2019-2024) and forecast (2024-2029, 2034F) market values and drivers and restraints that support and control the growth of the market in the historic and forecast periods.
- Regional And Country Analysis- Historic (2019-2024) and forecast (2024-2029, 2034F) market values and growth and market share comparison by region and country.
- Market Segmentation- Contains the market values (2019-2024) (2024-2029, 2034F) and analysis for each segment by offerings, by function, by technology, by deployment type and by end user in the market. Historic (2019-2024) and forecast (2024-2029) and (2029-2034) market values and growth and market share comparison by region market.
- Regional Market Size And Growth- Regional market size (2024), historic (2019-2024) and forecast (2024-2029, 2034F) market values and growth and market share comparison of countries within the region. This report includes information on all the regions Asia-Pacific, Western Europe, Eastern Europe, North America, South America, Middle East and Africa and major countries within each region.
- Competitive Landscape- Details on the competitive landscape of the market, estimated market shares and company profiles of the leading players.
- Other Major And Innovative Companies- Details on the company profiles of other major and innovative companies in the market
- Competitive Benchmarking- Briefs on the financials comparison between major players in the market.
- Competitive Dashboard- Briefs on competitive dashboard of major players.
- Key Mergers And Acquisitions- Information on recent mergers and acquisitions in the market covered in the report. This section gives key financial details of mergers and acquisitions, which have shaped the market in recent years.
- Market Opportunities And Strategies- Describes market opportunities and strategies based on findings of the research, with information on growth opportunities across countries, segments and strategies to be followed in those markets.
- Conclusions And Recommendations- This section includes recommendations for AI infrastructure market providers in terms of product/service offerings geographic expansion, marketing strategies and target groups next five years.
- Appendix- This section includes details on the NAICS codes covered, abbreviations and currencies codes used in this report.
Markets Covered:
- 1) By Offering: Hardware; Server Softwae
- 2) By Function: Training; Inference
- 3) By Technology: Machine Learning; Deep Learning; Other Technologies
- 4) By Deployment Type: On-Premises; Cloud; Hybrid
- 5) By End User: Enterprises; Government Organizations; Cloud Service Providers
- Companies Mentioned: Nvidia Corp.; Intel Corp.; Microsoft Corporation; Amazon.com, Inc.; Google LLC (Alphabet Inc.)
- Countries: China; Australia; India; Indonesia; Japan; South Korea; USA; Canada; Brazil; France; Germany; UK; Italy; Spain; Russia
- Regions: Asia-Pacific; Western Europe; Eastern Europe; North America; South America; Middle East; Africa
- Time-series: Five years historic and ten years forecast.
- Data: Ratios of market size and growth to related markets; GDP proportions; expenditure per capita; AI infrastructure indicators comparison.
- Data segmentations: country and regional historic and forecast data; market share of competitors; market segments.
- Sourcing and Referencing: Data and analysis throughout the report is sourced using end notes.