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.
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.
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