Application-specific semiconductors

McKinsey analysis suggests that, in a midrange scenario, demand for AI-ready data center capacity will rise at an average rate of 33 percent a year between 2023 and 2030.

Source

Verdict

Not graded yet.

The same forecast in other editions

• 2025rank 3
• 2025rank 3
• 2025rank 3
• 2025rank 3
• 2026Application-specific semiconductors

In our research

• SubstrateHyperscale AI Data Center Infrastructurenarrower

All captured fields

rank

3

section

Compute and connectivity frontiers

subject

AI data center capacity demand

target year

2030

metric

annual growth of demand for AI-ready data center capacity

value

33

unit

percent per year

kind

forecast

confidence

high

note

Midrange scenario.