New AI Infrastructure Market Report Reveals the Scale of the Next Digital Infrastructure Boom

Artificial intelligence, perhaps the greatest infrastructure buildout in human history, is underway and for most people, no market insight has ever been as important.

Structure Research has released a new AI Infrastructure market report that presents an independent, data-driven view of organizations investing in, deploying and consuming AI infrastructure globally. The report, which was constructed from proprietary datasets and company-level infrastructure tracking, estimates that AI-centric data center capacity will increase almost 66x by the end of the decade from around ~2.3 GW today to 150 GW in 2030.

Among its key findings:

• Power availability is the biggest constraint for AI infrastructure and skews supply growth.

• Hyperscalers, neoclouds, AI labs and sovereign AI projects have had different infrastructure strategies.

• There is a 45x variation in the infrastructure business models that can convert capital to AI compute.

• The new report offers technology leaders, hyperscalers, neocloud providers, data center operators, and investors an independent framework to understand one of the fastest-growing areas in the market for digital infrastructure.

The discussion continues when executives building the AI infrastructure ecosystem convene at infra/STRUCTURE Summit 2026 (October 6–8, Wynn Las Vegas) to plan for the technology trends that will shape their futures. Download a copy of the abbreviated report here!