Global spending on artificial intelligence infrastructure reached $128 billion in 2025, up 42% year-on-year, driven by demand for high-performance computing and data center expansion. Companies like NVIDIA, AMD, Intel, and Microsoft are positioned to capture significant growth from this trend.
- Global AI infrastructure spending reached $128 billion in 2025, up 42% from 2024.
- NVIDIA data center revenue grew 74% YoY in Q4 2025.
- AMD reported a 58% increase in data center segment revenue.
- Intel’s AI-focused platforms saw a 35% revenue rise.
- Microsoft Azure AI services usage grew 61% year-on-year.
- Projected AI infrastructure spending to exceed $210 billion by 2028.
Rising demand for AI-driven applications has triggered a substantial increase in infrastructure investment, with global spending on AI-specific hardware, cloud services, and data center upgrades reaching $128 billion in 2025. This marks a 42% year-on-year surge, according to industry benchmarks, as enterprises and cloud providers scale AI deployment across sectors including healthcare, finance, and logistics. The growth is fueled by the need for advanced semiconductors capable of handling large-scale model training and inference. NVIDIA’s data center revenue rose 74% in Q4 2025, driven by demand for its Hopper and Blackwell architectures. AMD reported a 58% year-on-year increase in its data center segment, attributing gains to expanded adoption of its MI300 series accelerators. Intel, while facing competitive pressure, saw a 35% rise in revenue from its AI-focused Xeon and Gaudi platforms, signaling stronger market re-entry. Microsoft’s Azure AI services also experienced a 61% YoY growth in usage, reflecting growing enterprise reliance on cloud-based AI tools. The company’s investment in AI-optimized data centers—particularly in the U.S., Ireland, and Japan—has accelerated, supporting a broader ecosystem of chipmakers and platform providers. This momentum is expected to continue, with forecasts projecting AI infrastructure spending to exceed $210 billion by 2028. Analysts note that companies with integrated hardware-software stacks, such as NVIDIA and Microsoft, are gaining disproportionate market share, while semiconductor suppliers with leading-edge process nodes stand to benefit most from sustained capital outlays.