TL;DR
This dataset covers IDC's global AI infrastructure spending data published on July 21, 2026: Q1 2026 spending of $89.7 billion (+33.1% YoY), with the full-year 2026 forecast raised to $497 billion; ARM non-x86 accelerated servers ($53.0B) overtook the x86 platform ($34.6B) for the first time.
Data Notes
- Source: IDC official blog 'AI Infrastructure Spending Holds Near $90 Billion in Q1 2026 as ARM Overtakes x86 in Accelerated Servers; 2026 Forecast Raised to $497 Billion', published July 21, 2026.
- Definition: AI infrastructure spending covers servers (accelerated compute), external storage and related infrastructure for AI workloads, per the IDC Worldwide Quarterly AI Infrastructure Tracker.
- Currency and time: all values in US dollars, billions (B); YoY bases are the same quarter/year of 2025.
- Comparison note: the Gartner and IDC 2026 semiconductor revenue forecasts cover total semiconductor revenue (AI and non-AI), a different scope from AI infrastructure spending; shown as background only.
Core Data
ai_infrastructure_spending
| metric | indicator | value |
|---|---|---|
| q1_2026_spending_b | Q1 2026 spending ($B) | 89.7 |
| q1_2026_yoy_growth | Q1 2026 YoY growth (vs Q1 2025) | +33.1% |
| fy2024_spending_b | FY2024 spending ($B) | 153 |
| fy2025_spending_b | FY2025 spending ($B) | 318 |
| fy2026_forecast_b | FY2026 forecast ($B) | 497 |
| fy2026_yoy_growth | FY2026 forecast YoY growth | ~+56% |
| fy2029_forecast_b | FY2029 forecast ($B) | 1080 |
| fy2030_forecast_b | FY2030 forecast ($B) | 1210 |
| cagr_2025_to_2030 | 2025-2030 five-year CAGR | ~30% |
| server_share_q1_2026 | Server share of Q1 2026 spending | 97.6% |
| storage_share_q1_2026 | External storage share of Q1 2026 spending | 2.4% |
regional_spending_q1_2026
| region | region name | spending_b | share | yoy_growth |
|---|---|---|---|---|
| united_states | United States | 67.9 | 75.7% | +30.3% |
| china_prc | China (PRC) | 7.8 | 8.7% | +9.3% |
| asia_pacific_ex_japan_china | Asia/Pacific excl. Japan and China | 5.8 | 6.5% | +62% |
| western_europe | Western Europe | 5.1 | 5.7% | N/A (not published) |
| middle_east_africa | Middle East and Africa | 1.1 | 1.2% | +233% |
accelerated_server_platform
| platform | name | q3_2025_b | q4_2025_b | q1_2026_b |
|---|---|---|---|---|
| arm_non_x86 | ARM non-x86 | 29.8 | 47.5 | 53.0 |
| x86 | x86 | 51.9 | 42.7 | 34.6 |
semiconductor_revenue_forecast (background reference)
| source | institution | fy2026_forecast | note |
|---|---|---|---|
| idc | IDC | 1.29 trillion USD | +52.8% YoY (published April 29, 2026) |
| gartner | Gartner | over 1.3 trillion USD | AI semiconductors about 30% of 2026 total (published April 8, 2026) |
Field Notes
- q1_2026_spending_b / fy20xx_spending_b: quarterly/annual AI infrastructure spending in billions of USD (IDC official figures, rounded).
- yoy_growth: year-over-year growth vs the same period of 2025.
- cagr_2025_to_2030: IDC's compound annual growth rate from 2025 to 2030 (~30%).
- share: regional share of global spending; Western Europe, APeJC and MEA shares are calculated from published amounts against the $89.7B global total (calculated, not separately published).
- accelerated_server_platform: accelerated server value in billions of USD; ARM non-x86 first overtook x86 in Q4 2025, extending the lead in Q1 2026.
- semiconductor_revenue_forecast: 2026 total semiconductor revenue forecasts as market background; scope differs from AI infrastructure spending.
Sources
- IDC official blog (July 21, 2026): AI Infrastructure Spending Holds Near $90 Billion in Q1 2026 as ARM Overtakes x86; 2026 Forecast Raised to $497 Billion
- Gartner press release (April 8, 2026): Gartner Forecasts Worldwide Semiconductor Revenue to Exceed $1.3 Trillion in 2026
- IDC official blog (April 29, 2026): Semiconductor Market to Surge Past the Trillion-Dollar Threshold