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AI Data Center Market and Investment Insights
The AI data center market is expected to exceed $3 trillion in infrastructure spending by 2030, driven by a 40% compound annual growth rate (CAGR) over the next five years, according to Nvidia (NASDAQ: NVDA). Major cloud providers, including Amazon, Microsoft (NASDAQ: MSFT), and Alphabet (NASDAQ: GOOGL), are aggressively increasing their capital expenditures for data centers.
OpenAI has committed to a $300 billion five-year deal with Oracle to enhance its data center infrastructure. The competitive landscape features Nvidia as the leading chip provider, while AMD and Broadcom work on alternative offerings. Furthermore, Taiwan Semiconductor Manufacturing Company (TSMC) (NYSE: TSM) stands out as a key beneficiary in this growing market, with expectations to raise prices by 3% to 10% in 2026.
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