CAGR · Compound Annual Growth Rate
The smoothed yearly growth rate of a quantity over a period, used to project demand, cost or capacity.
Current numbers
more than $1Tglobal data center capex in 2026 (~21% CAGR through 2029; GPUs ~1/3 of capex)
20.9 → 93.3 GWAI inference capacity to 2030 (~35% CAGR) vs training 23.1 → 62.2 GW (~22%)
~$40B → ~$106Bedge data center market, 2026 to 2033, ~14.9% CAGR; AI/ML inference the fastest-growing segment