"When we put it in perspective, think of everything currently running on servers in the world, the traditional ones: every bank, every transaction through Visa or ATMs, everything that the government does for you, every retail purchase, the entire coordination of the supply chains around the world, every piece of payroll, unified communication, social streaming services and gaming. They all run on servers."
"It's going to be in every TV, it's going to be in every phone. It's going to be in your car, in your toaster, and in every streaming service. Every piece of technology that you consume today will have GenAI in it, and that will be built and trained and run on these big servers that are out there,"
Worldwide AI spending is projected to approach $1.5 trillion in 2025, including $268 billion for optimized servers. Spending on AI servers is expected to more than double from $140 billion in 2024 to $330 billion in 2026 and reach $380 billion in 2027. Total global AI spending could top $2 trillion by 2026, driven by AI-integrated consumer products, smartphones, PCs, and infrastructure. Generative AI capabilities will be embedded across televisions, phones, cars, appliances, and streaming services, increasing demand on large training and inference servers. Enterprise software prices are likely to rise as embedded GenAI features expand functionality and productivity.
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