According to research by Morgan Stanley, global data center capacity will need to grow six-fold by 2035 just to meet the demands of cloud computing and AI, while McKinsey forecasts that global demand for data center capacity could almost triple as early as 2030, with about 70% of that demand coming from AI workloads.
Both rising AI adoption and the growing compute-hungry use cases drive the need for greater computing power. Governments are investing heavily in AI to ensure economic and military security and drive tech independence. At the same time, enterprises turn to solutions such as agentic AI and generative AI video to gain a competitive edge.
Agentic AI infrastructure is the new must-have
Deloitte picks agentic AI as one of the top trends driving AI compute needs in the next year, speculating that it could overtake SaaS tools. According to its research, up to 75% of companies may invest in agentic AI in 2026, driving demand for chips, data centers and AI infrastructure.
A mass of data backs up Deloitte’s estimates. Cisco forecasts that 56% of customer service and support interactions with tech vendors will be handled by agentic AI by the end of 2026, rising to 68% by 2028. The use of agentic AI has triggered an 8% drop in demand for software development skills.
Even IoT Analytics’ negative report about AI investments acknowledges that today’s projections could be insufficient if agentic AI delivers on its promise to automate workflows at scale.
AI generative video is in high demand
GenAI video is starting to appear everywhere. By May 2025, four of the top ten most popular YouTube channels had AI-generated material in every video, and it’s predicted that by 2027, more than 60% of all digital video will be AI-generated, at least in part. And that’s only the beginning. A recently announced partnership between AWS and Decart offers users a full-stack AI video generation platform for real-time AI-generated video and visual intelligence with implications across any number of use cases.
