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Artificial intelligence has moved from a promising idea to a massive buildout of real-world infrastructure, and the spending numbers are huge. Projections put the AI data center chip market at about 207 billion dollars in GPU and accelerator shipments in 2025, with total demand expected to reach 286 billion dollars by 2030 as AI infrastructure spending likely peaks around 2026.
That kind of money is flowing through every part of the ecosystem, from power and cooling specialists like Vertiv (VRT), which is working through a roughly 15 billion dollar backlog tied to AI data centers, to high-speed networking and analog chip suppliers racing to keep up with the power and bandwidth needs of new AI clusters.
