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Data Center News > Blog > Global Market > Recent compute infrastructure investments signal Big Tech’s AI priorities for 2026
Global Market

Recent compute infrastructure investments signal Big Tech’s AI priorities for 2026

Last updated: January 20, 2026 12:46 pm
Published January 20, 2026
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Display of Stock market quotes which including of the digital number and graph chart trends to represent Investment in the exchange market.
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Contents
Agentic AI infrastructure is the brand new must-haveAI generative video is in excessive demand

Based on analysis by Morgan Stanley, world information heart capability might want to grow six-fold by 2035 simply to satisfy the calls for of cloud computing and AI, whereas McKinsey forecasts that world demand for information heart capability might almost triple as early as 2030, with about 70% of that demand coming from AI workloads. 

Each rising AI adoption and the rising compute-hungry use instances drive the necessity for larger computing energy. Governments are investing closely in AI to make sure financial and navy safety and drive tech independence. On the identical time, enterprises flip to options akin to agentic AI and generative AI video to achieve a aggressive edge.

Agentic AI infrastructure is the brand new must-have

Deloitte picks agentic AI as one of many high traits driving AI compute wants within the subsequent 12 months, speculating that it might overtake SaaS instruments. Based on its analysis, as much as 75% of corporations could put money into agentic AI in 2026, driving demand for chips, information facilities and AI infrastructure.

A mass of information backs up Deloitte’s estimates. Cisco forecasts that 56% of customer service and help interactions with tech distributors shall be dealt with by agentic AI by the tip of 2026, rising to 68% by 2028. The usage of agentic AI has triggered an 8% drop in demand for software program improvement expertise. 

Even IoT Analytics’ detrimental report about AI investments acknowledges that at the moment’s projections could be insufficient if agentic AI delivers on its promise to automate workflows at scale. 

See also  Intel Unveils Integrated Optical I/O Chiplet for AI in Data Centers

AI generative video is in excessive demand

GenAI video is beginning to seem in every single place. By Might 2025, four of the top ten hottest YouTube channels had AI-generated materials in each video, and it’s predicted that by 2027, more than 60% of all digital video shall be AI-generated, at the least partly. And that’s solely the start. A lately introduced partnership between AWS and Decart provides customers a full-stack AI video era platform for real-time AI-generated video and visible intelligence with implications throughout any variety of use instances. 

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