Article

Global spending on AI infrastructure hit a record $86 billion in Q3 2025, indicating a shift from pilot projects to multi-year expansion. Total spending for 2025 is projected to reach $334 billion, with expectations of over $902 billion by 2029.

The market is driven by significant capital investments from AI platform providers and hyperscalers, with servers accounting for $84 billion of the spending. Cloud implementations exceed 86% of the market, highlighting the demand for scalable infrastructure.