Data center M&A reached about $61 billion through 2025, beating the previous year as hyperscalers and big tech companies ramped up spending on AI infrastructure. The demand from these major players has been clear and consistent.
Industry forecasts now show AI infrastructure spending could climb to as much as $6.7 trillion by 2030, with nearly $3.1 trillion expected to go into AI chips and data centers. This is driving demand for materials, cooling systems, and components needed to run high-density data centers.
