The AI data center chip market is still surging, with Omdia projecting $286 billion by 2030, though growth is already slowing after a rapid 2022–2024 run and spending is expected to peak by 2026 before easing in subsequent years.

Global giants like Disney, Foxconn, Hitachi, SAP, and TSMC are adopting Nvidia’s new RTX Pro enterprise servers to retool conventional computing clusters into “AI factory” infrastructure.

From this week’s Data Center Frontier Trends Summit, Flexential CEO Chris Downie warns that AI is forcing the data center industry to toss out its old playbook.

Despite the fever-pitch hype around generative AI, reality is proving more complicated: MIT NANDA’s recent report on the “Gen AI Divide” found only 5% of enterprises are seeing real ROI so far, despite pouring tens of billions of dollars into pilots that are rarely making it to production-level scale.

AI infrastructure is being built at breakneck speed, and the strategies are diverging. At the hyperscale end, Meta just signed a reported $10 billion deal with Google Cloud to secure the compute power for its 1.3 million GPU ambitions.