AI Infrastructure Spending to Reach $758 Billion by 2029
The global AI infrastructure market is on track for unprecedented growth, poised to reach $758 billion in spending by 2029, according to IDC.

The global AI infrastructure market is on track for unprecedented growth, poised to reach $758 billion in spending by 2029, according to IDC.
Global smartphone revenues grew 8% YoY in 1Q26, reaching $117 billion, despite a decline in shipments, according to Counterpoint Research.
Infobip’s 2026 Customer Experience (CX) Maturity Report reveals a widening gap between communications infrastructure investment and CX performance.
Satellite direct to device (D2D) connectivity is moving from concept to early commercialization in Europe, according to Omdia.
At least 80% of governments will deploy AI agents to automate routine decision-making, to enhance efficiency and service delivery by 2028, according to Gartner.
Customer service and support leaders are facing increased executive expectations to invest in AI, according to Gartner.
A new study by Juniper Research has found that deployments of physical AI systems in manufacturing and logistics will reach 400,000 by 2030, an increase of 3,500% from 2026.
NielsenIQ’s new report examines how Eastern-led commerce innovation and Western retail media monetization are colliding to reshape global consumer commerce.
The AI systems security (AISS) market will surge from virtually zero to nearly $8 billion in revenue by 2030, according to Dell'Oro Group.
The global tablet market remained flat in 1Q26, with shipments rising just 0.1% year on year to reach 37 million units, according to Omdia.
New data from Synergy Research Group shows that Q1 enterprise spending on cloud infrastructure services jumped by over $35 billion from the first quarter of last year to reach $129 billion, representing an annual revenue run rate of over half a trillion dollars.
Europe’s mobile operators need to invest almost half a trillion euros over the next decade to upgrade networks to levels comparable with the world’s best, according to new analysis from the GSMA.
A new study from the IBM Institute for Business Value found that the accelerating pace of AI is pushing CEOs to redesign how C-suite roles are structured to drive greater business impact across the enterprise.
Apple iPhone 17 was the world’s best-selling smartphone in 1Q26, capturing 6% of global unit sales, according to Counterpoint Research.
Only one out of every five data and analytics (D&A) or AI leaders is concerned that uncertain costs will limit AI value, according to Gartner.
TV Operating Systems that did not exist in 2022 are forecast to control 30% of the European TV operating system market by 2030, up from 21% in 2025, according to Omdia.
Global traditional TV and online video revenues are projected to exceed $1 trillion by 2030, according to Omdia.
A new study by Juniper Research has found that agentic commerce spending will reach $1.5 trillion in 2030.
Gartner predicts that by 2028, misconfigured AI in cyber-physical systems (CPS) will shut down national critical infrastructure in a G20 country.
Global wearable device shipments climbed past 200 million units in 2025, growing 6% year on year, according to Omdia.