Omdia sees $1.6 trillion in data center investment by 2030
Omdia forecasts that cumulative global data center investments will near $1.6 trillion by 2030. This projection indicates that the AI Factory market is entering an "industrialization era" due to redefined AI infrastructure dynamics expected in 2026.
Key Takeaways
- Omdia forecasts cumulative global data center investments will near $1.6 trillion by 2030.
- The AI Factory market is described as entering its industrialization era.
- Omdia points to five dynamics redefining AI infrastructure in 2026.
- The forecast centers on global data center investment, not a single vendor or product line.
Why It Matters
The immediate signal is scale: Omdia is forecasting nearly $1.6 trillion in cumulative global data center investment by 2030, which means AI infrastructure is moving beyond pilot projects and into a more industrial buildout phase. For the streaming video ecosystem, that matters because the underlying compute and data center stack is becoming a bigger strategic planning item for AI-driven media workflows. The specific marker to watch is Omdia’s five dynamics redefining AI infrastructure in 2026, since those are the only drivers named in the source.
Read full article at omdia.tech.informa.com