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Projected Growth of Global AI Spending
The rapid expansion of AI enterprise spending through 2035.
Primary Sources
The AI share of enterprise tech budgets is set to rise sharply ...
HomeResearch BriefingsThe AI share of enterprise tech budgets is set to rise sharply worldwide RESEARCH BRIEFING 12 May 2026 Global AI spending will rise from $340 billion in 2025 to around $3 trillion by 2035. Global AI spending is set to become the primary driver of incremental enterprise tech spend growth, rising from $340 billion in 2025 to around $3 trillion by 2035—approaching 23% of total enterprise tech spend worldwide, up from under 4% today. What you will learn: Year-on-year growth holds above 30% through 2028 as firms move from pilots to production. AI spending remains heavily concentrated in the US—~58% of the global total in 2025, still ~49% by 2035—even as China, India, and other emerging markets accelerate from a low base. Spending is concentrated in IT services, software, cloud, and AI-ready hardware, which together capture the bulk of AI-related outlays. IT services is forecast to reach roughly $1.1 trillion in AI-related spend by 2035, while devices grow fastest as enterprises build out the compute, networking, and edge hardware needed to deploy AI at scale. Spending is highly skewed toward knowledge-intensive sectors, with finance, professional services, and IT & programming each exceeding $40 billion in AI spend in 2025 and leading on AI intensity. Tags: Download Report Now
Hyperscaler Capital Expenditure in 2026: AI Infrastructure Drives ...
Hyperscaler Capital Expenditure in 2026: AI Infrastructure Drives Nasdaq While Traditional Markets Lag Behind In 2026, the US stock market is increasingly shaped by massive capital expenditures from hyperscale cloud providers focused on artificial intelligence (AI) infrastructure. This strategic investment surge is pushing the Nasdaq Composite to new highs, while legacy indices such as the Dow Jones Industrial Average are struggling to keep pace. The widening gap shows investor preference for companies tied to AI compute capacity, cloud expansion, and semiconductor innovation. This article examines the scale of cloud provider spending, the shift in AI workloads, sector trends, supply chain developments, and implications for market leadership. Table of Contents Sponsored Market Performance 2026: Divergence Around AI Investment Hyperscaler Capex 2026: Scale and Shift Toward AI Inference Market Impact: Sector Trends and Key Stocks Supply Chain Capacity and Energy Considerations Future Outlook and Investment Risks Market Performance 2026: Divergence Around AI Investment The split among major indices in 2026 is clear. On May 13, the Nasdaq Composite rose 1.20% to close at 26,402.34, achieving a new 52-week high. The S&P 500 also advanced, climbing approximately 0.58% to 7,444.25, near its yearly peak. Meanwhile, the Dow Jones Industrial Average slipped by 0.14%, closing at 49,693.20. This divergence reflects investors’ preference for technology and AI infrastructure exposure over traditional industrial equities. Index Close (May 13, 2026) Change 52-Week High 52-Week Low Yearly Gain Nasdaq Composite (^IXIC) 26,402.34 +1.20% 26,402.34 (May 13, 2026) 18,737.21 (May 19, 2025) +37.43% S&P 500 (^GSPC) 7,444.25 +0.58% 7,444.25 (May 11, 2026) 5,802.82 (May 19, 2025) +24.94% Dow Jones Industrial Average (^DJI) 49,693.20 -0.14% 50,115.67 (Feb 2, 2026) 41,603.07 (May 19, 2025) +16.50% This performance gap highlights growing conviction that companies involved with AI infrastructure will drive future growth. The Nasdaq’s stronger returns are supported by its concentration in cloud giants like Amazon Web Services, Microsoft Azure, Google Cloud, and Alibaba Cloud, as well as semiconductor suppliers including Nvidia, Taiwan Semiconductor Manufacturing Company (TSMC), and Samsung Electronics. Hyperscaler Capex 2026: Scale and Shift Toward AI Inference Sponsored Cloud provider capital expenditure is projected to reach approximately $830 billion in 2026, representin...
AI Investment Trends 2025: Who's Betting Big - Prolifics
It's a pulse check on the AI investment trends 2025 that are shaping the real numbers behind AI today—who's spending, where it's going, and why it matters more than ever for business, infrastructure, and global strategy.
Global AI Infrastructure Market: Size, Growth, and Key Players 2025-2030
The global AI infrastructure market is entering its most decisive growth phase to date. Driven by rising enterprise demand for infrastructure maintenance AI , real-time infrastructure health monitoring, and intelligent asset lifecycle management, the sector is projected to exceed $500 billion in cumulative investment between 2025 and 2030.
