Tech giants ignite investment frenzy; AI industry to double in size by 2030

Cloud Computing Providers Ramp Up Infrastructure Investment

According to BlockBeats, major global technology companies are accelerating their deployment of hardware infrastructure in the artificial intelligence sector. Large cloud service providers such as Alphabet, Meta, Microsoft, and Amazon are increasing capital expenditures, focusing on core business areas like semiconductors and data centers. Behind this investment boom is a collective optimism among enterprises about the commercial potential of AI.

Citi Offers an Optimistic Outlook

Citi Group recently released an industry forecast, predicting that the global AI industry will experience exponential growth. By 2030, the total revenue of the industry is expected to reach $975 billion, a significant jump from $43 billion in 2025, with a compound annual growth rate (CAGR) of 86%. This means that within just five years, the AI industry scale will expand more than 20 times.

Investment Scale Reaches Record High

Supporting this growth is unprecedented capital investment from tech giants. Citi estimates that major U.S. cloud computing providers will spend $4.4 trillion from 2026 to 2030, while the total global investment is expected to surpass $7.75 trillion. Such a massive investment scale fully reflects the confidence of all parties in the prospects of the AI industry.

The large-scale deployment and commercial application of AI technology by enterprises have become the core driving force behind this growth. As infrastructure continues to improve, the momentum of AI industry development will further strengthen.