SmartSupplyAI — The weekly briefing on AI in supply chain and logistics

AI market: Is it a case of growth, growth and yet more growth?

· Source: digitaljournal.com

In short

The global AI market is projected to reach $758 billion in spending by 2029, with organizations increasing their AI-related compute and storage hardware spending by over 160% year-on-year in Q2 2025. AI infrastructure growth is primarily driven by investment in specialized servers for AI deployments, with the U.S. leading global spending at 76% of the total market share. The report highlights that AI servers with embedded accelerators account for 91.8% of total server AI infrastructure spending, growing 207.3% in Q2 2025.

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In the issue of week 46, 2025: AI Scales Up: Autonomous Supply Chains Drive 35% Productivity Gains

Tags: infrastructure, servers, forecasting, storage, hardware, cloud

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