🚀 AI Data Centers Set to Dominate Global IT Spending!

Shernice軒嬣 2000

Bank of America’s latest report highlights that AI-powered data centers are becoming the biggest growth engine for data center investments — while traditional (non-AI) systems remain sluggish.

📊 Global IT spending stands at $5.4 trillion, with $420 billion going into data center systems. By 2030, that market is expected to more than double to $980 billion, growing at a 19% CAGR — far above the overall IT growth rate of 8%.

💡 Specifically, AI data center systems are forecasted to surge from $256.4B in 2025 to $823.1B by 2030, at a massive 26% CAGR. By then, AI systems will make up over 83% of the total data center market. Breakdown of AI-related hardware spending:

Processors: 86%

Networking: 9%

Storage: 5%

💼 Likely top beneficiaries?

$NVIDIA(NVDA)$ , $Advanced Micro Devices(AMD)$ , SK Hynix, $Micron Technology(MU)$ , AVGO, MRVL, ANET, PSTG, STX…

@TigerPM @TigerObserver @Tiger_comments @TigerStars @Daily_Discussion

💰Stocks to watch today?(23 Dec)

1. What news/movements are worth noting in the market today? Any stocks to watch? 2. What trading opportunities are there? Do you have any plans? 🎁 Make a post here, everyone stands a chance to win Tiger coins!

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

Fistein
07-11
Fistein
May I enquire your opinion on CSE Global target price?
- Shernice軒嬣 2000:
  I really dunno.. Not into SG companies.

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":449862319338184,"tweetId":"449862319338184","gmtCreate":1750856480072,"gmtModify":1750856488395,"author":{"id":3560184106659134,"idStr":"3560184106659134","authorId":3560184106659134,"authorIdStr":"3560184106659134","name":"Shernice軒嬣 2000","avatar":"https://community-static.tradeup.com/news/cb6f02153aadb69b3eb491362202292f","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.09.30","individualDisplayEnabled":0},"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.12.23","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"fanSize":2140,"starInvestorFlag":false},"themes":[{"themeId":"470d3ab575ca43caaed8156645b7ccbe","categoryId":"ab3d937a5fd848c08008411a9be702b5","name":"💰Stocks to watch today?(23 Dec)","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":470d3ab575ca43caaed8156645b7ccbe}&rnconfig={\"headerBarHidden\": true}","description":"1. What news/movements are worth noting in the market today? Any stocks to watch? \n2. What trading opportunities are there? Do you have any plans?\n🎁 Make a post here, everyone stands a chance to win Tiger coins!","image":"https://static.tigerbbs.com/cd8eaff2e99964ab7a80d92cc196fcd3"}],"images":[{"img":"https://community-static.tradeup.com/news/bc52398c2a484b6cd74e60e31f1a6454","width":"958","height":"843"},{"img":"https://community-static.tradeup.com/news/bb63eae3b5f0b47b0cce90bce1eaefaa","width":"547","height":"267"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/bc52398c2a484b6cd74e60e31f1a6454","width":"958","height":"843"}],"title":"🚀 AI Data Centers Set to Dominate Global IT Spending!","html":"<html><head></head><body> \nBank of America’s latest report highlights that AI-powered data centers are becoming the biggest growth engine for data center investments — while traditional (non-AI) systems remain sluggish.\n \n📊 Global IT spending stands at $5.4 trillion, with $420 billion going into data center systems. By 2030, that market is expected to more than double to $980 billion, growing at a 19% CAGR — far above the overall IT growth rate of 8%.\n \n💡 Specifically, AI data center systems are forecasted to surge from $256.4B in 2025 to $823.1B by 2030, at a massive 26% CAGR. By then, AI systems will make up over 83% of the total data center market. Breakdown of AI-related hardware spending:\n<img src=\"https://community-static.tradeup.com/news/bc52398c2a484b6cd74e60e31f1a6454\" tg-width=\"958\" tg-height=\"843\">\n<img src=\"https://community-static.tradeup.com/news/bb63eae3b5f0b47b0cce90bce1eaefaa\" tg-width=\"547\" tg-height=\"267\">\nProcessors: 86%\nNetworking: 9%\nStorage: 5%\n \n💼 Likely top beneficiaries?\n<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>&nbsp;, <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a>&nbsp;, SK Hynix, <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;, AVGO, MRVL, ANET, PSTG, STX…\n<a href=\"https://ttm.financial/U/3527667588142897\">@TigerPM </a>&nbsp;<a href=\"https://ttm.financial/U/9000000000000439\">@TigerObserver </a>&nbsp;<a href=\"https://ttm.financial/U/3501196737273098\">@Tiger_comments </a>&nbsp;<a href=\"https://ttm.financial/U/9000000000000149\">@TigerStars </a>&nbsp;<a href=\"https://ttm.financial/U/3527667621665671\">@Daily_Discussion </a>&nbsp;\n \n \n </body></html>","htmlText":"<html><head></head><body> \nBank of America’s latest report highlights that AI-powered data centers are becoming the biggest growth engine for data center investments — while traditional (non-AI) systems remain sluggish.\n \n📊 Global IT spending stands at $5.4 trillion, with $420 billion going into data center systems. By 2030, that market is expected to more than double to $980 billion, growing at a 19% CAGR — far above the overall IT growth rate of 8%.\n \n💡 Specifically, AI data center systems are forecasted to surge from $256.4B in 2025 to $823.1B by 2030, at a massive 26% CAGR. By then, AI systems will make up over 83% of the total data center market. Breakdown of AI-related hardware spending:\n<img src=\"https://community-static.tradeup.com/news/bc52398c2a484b6cd74e60e31f1a6454\" tg-width=\"958\" tg-height=\"843\">\n<img src=\"https://community-static.tradeup.com/news/bb63eae3b5f0b47b0cce90bce1eaefaa\" tg-width=\"547\" tg-height=\"267\">\nProcessors: 86%\nNetworking: 9%\nStorage: 5%\n \n💼 Likely top beneficiaries?\n<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>&nbsp;, <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a>&nbsp;, SK Hynix, <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;, AVGO, MRVL, ANET, PSTG, STX…\n<a href=\"https://ttm.financial/U/3527667588142897\">@TigerPM </a>&nbsp;<a href=\"https://ttm.financial/U/9000000000000439\">@TigerObserver </a>&nbsp;<a href=\"https://ttm.financial/U/3501196737273098\">@Tiger_comments </a>&nbsp;<a href=\"https://ttm.financial/U/9000000000000149\">@TigerStars </a>&nbsp;<a href=\"https://ttm.financial/U/3527667621665671\">@Daily_Discussion </a>&nbsp;\n \n \n </body></html>","text":"Bank of America’s latest report highlights that AI-powered data centers are becoming the biggest growth engine for data center investments — while traditional (non-AI) systems remain sluggish. 📊 Global IT spending stands at $5.4 trillion, with $420 billion going into data center systems. By 2030, that market is expected to more than double to $980 billion, growing at a 19% CAGR — far above the overall IT growth rate of 8%. 💡 Specifically, AI data center systems are forecasted to surge from $256.4B in 2025 to $823.1B by 2030, at a massive 26% CAGR. By then, AI systems will make up over 83% of the total data center market. Breakdown of AI-related hardware spending: Processors: 86% Networking: 9% Storage: 5% 💼 Likely top beneficiaries? $NVIDIA(NVDA)$ , $Advanced Micro Devices(AMD)$ , SK Hynix, $Micron Technology(MU)$ , AVGO, MRVL, ANET, PSTG, STX… @TigerPM @TigerObserver @Tiger_comments @TigerStars @Daily_Discussion","highlighted":1,"essential":1,"paper":2,"likeSize":9,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/449862319338184","repostId":0,"isVote":1,"tweetType":1,"viewCount":1532,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA","AMD","MU"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":785,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":455184897630520,"commentId":"455184897630520","gmtCreate":1752166382456,"gmtModify":1752166645995,"authorId":4166010875528092,"author":{"id":4166010875528092,"idStr":"4166010875528092","authorId":4166010875528092,"name":"Fistein","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"currentWearingBadge":{"badgeId":"44212b71d0be4ec88898348dbe882e03-3","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"President Tiger","description":"The transaction amount of the securities account reaches $1,000,000","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.08.02","exceedPercentage":"93.23%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"hat":"https://static.tigerbbs.com/4c5ceab71416b120bab4604c0754b52a","crmLevel":12,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":449862319338184,"objectIdStr":"449862319338184","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"May I enquire your opinion on CSE Global target price?","text":"May I enquire your opinion on CSE Global target price?","html":"May I enquire your opinion on CSE Global target price?","likeSize":0,"commentSize":1,"subComments":[{"id":455891122483304,"commentId":"455891122483304","gmtCreate":1752304668169,"gmtModify":1752304885613,"authorId":3560184106659134,"author":{"id":3560184106659134,"idStr":"3560184106659134","authorId":3560184106659134,"name":"Shernice軒嬣 2000","avatar":"https://community-static.tradeup.com/news/cb6f02153aadb69b3eb491362202292f","vip":1,"currentWearingBadge":{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.09.30","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2007},"crmLevel":12,"crmLevelSwitch":1,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.12.23","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":449862319338184,"objectIdStr":"449862319338184","type":1,"supId":455184897630520,"supIdStr":"455184897630520","prevId":0,"prevIdStr":"0","content":"I really dunno.. Not into SG companies.","text":"I really dunno.. Not into SG companies.","html":"I really dunno.. Not into SG companies.","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/449862319338184"}