Overview

• Gartner forecasts global AI outlays approaching $1.5 trillion next year and surpassing $2 trillion in 2026, led by generative AI features in smartphones alongside services and data‑center hardware.
• Bain & Company estimates technology leaders must unlock about $2 trillion in new annual revenue by 2030 to fund compute needs, even as an $800 billion gap persists after expected AI-related savings.
• Global compute demand could require roughly 200 gigawatts of incremental power by 2030, with the United States accounting for about half, as AI workload growth outpaces semiconductor efficiency gains.
• Gartner notes continued hyperscaler expansion with AI-optimized data centers and GPUs, as investment broadens to Chinese firms and new AI cloud providers and as venture capital flows sustain AI suppliers.
• In India, BCG cites a $7.8 billion market in 2025 rising to more than $17 billion by 2027, supported by 600,000 AI professionals, over 2,000 recent startups, rising 2025 funding, and enterprise uptake across IT operations, software development, data management, and cybersecurity.