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The race to build AI infrastructure is happening on an extraordinary scale right now. In 2026, the four largest tech companies alone are projected to spend a combined $650 billion or more on data centers and AI infrastructure, a huge jump in capital spending across the AI ecosystem.
At the same time, the market for managing those data centers is expected to grow from about $3.02 billion in 2024 to roughly $5.01 billion in 2029, reflecting a compound annual growth rate (CAGR) of 10.6%. Put together, these points urgently demand specialized hardware to hold it all together.