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Global AI Infrastructure

21 verified facts tracked for this market — each with its source, reporting period and evidence tier. Tier 1 = primary institutions (central banks, statistical offices); tier 2 = disclosed industry panels.

MetricValueGeoPeriodTierSource
Amazon quarterly capital expenditure (AI-infrastructure demand proxy)44.2USD billionUS2026-03T1federalreserve.gov
Growth of global AI infrastructure product trade (YoY)65percentGlobal2025-H1T1federalreserve.gov
US firms expecting to adopt AI in first half of 202620percentUS2026-H1T1federalreserve.gov
Combined annual capital expenditure of major US technology firms (AI/cloud infrastructure)412USD billionUS2025T1federalreserve.gov
Computers and semiconductors as a share of US goods imports16percentUS2026T1federalreserve.gov
Major US technology-firm capital expenditure as a share of US GDP1.31percent of US GDPUS2025T1federalreserve.gov
Potential annual labour-productivity growth from AI over next decade (adoption-scenario range)0.2–1.3percentage points/yearG72025T1oecd.org
Samsung and SK Hynix combined share of global DRAM supply70percentGlobal2026T1federalreserve.gov
Share of AI infrastructure equipment sourced from East Asia90percentGlobal2026T1federalreserve.gov
Share of generative-AI-using SMEs with a recent skill gap reporting genAI helped compensate for it39percentG72025T1oecd.org
US firms that have adopted AI18percentUS2025T1federalreserve.gov
US labor force working at firms that have adopted AI78percentUS2025T1federalreserve.gov
US share of global generative AI venture funding75percentUS2025T1federalreserve.gov
US workforce reporting work-related generative AI use41percentUS2025T1federalreserve.gov
Year-over-year growth in US firm AI-adoption rate68percentUS2025T1federalreserve.gov
Cost to query a GPT-3.5-equivalent AI model, Oct 20240.07US$ per million tokensglobal2024-10T2hai.stanford.edu
Worldwide AI infrastructure spending, Q4 202589.9US$ billionWorld2025-Q4T2idc.com
AI hardware price-performance improvement, annual30percent per yearglobal2024T2hai.stanford.edu
Global corporate AI investment, 2024252.3US$ billionglobal2024T2hai.stanford.edu
Organizations using generative AI in at least one business function70percent of organizationsglobal2026T2hai.stanford.edu

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