Application-specific semiconductors

This means that about 70 percent of total demand for data center capacity will be for data centers equipped to host workloads from AI systems by 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 share of data center demand

target year

2030

metric

share of data center capacity demand that is AI-ready

value

~70

unit

percent

kind

forecast

confidence

high

note

Midrange scenario (previous sentence).