AI market $244B 2025/$827B 2030 CAGR 27.7% w/cloud $500B, semis $975B '26 +26%
Key Questions
What is the projected AI market size for 2025 and 2030?
The AI market is forecasted at $244B in 2025 and $827B by 2030, with a CAGR of 27.7%. Cloud reaches $500B and semis $975B-$1T in 2026.
What capex does Goldman Sachs predict for 2026?
Goldman Sachs forecasts $500B capex in 2026 via BAI ETF. AI infra drove 17% US GDP growth last year.
What are KPMG and Gartner IT spending projections?
KPMG predicts $6.31T global IT spending in 2026, up 13.5%. Gartner forecasts global AI spending at $2.5T in 2026.
What is the cloud market run rate?
Cloud grew +35% in Q1 to a $500B run rate. AI investment activity to surpass $650B annually.
What do Statista and life sciences forecasts say?
Statista projects Generative AI at $86.70B in 2026. AI in Life Sciences to reach $69.34B by 2031 from $21.58B in 2026.
Gartner/SIA confirm $975B semis '26 pure AI pull NVIDIA $115B DC/Micron HBM; BCC $650B+ ann invest; KPMG $6.31T IT '26; AI infra 17% US GDP +3% boost holds amid capex frenzy.
Sources (6)
Updated May 6, 2026