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Key number
$4.1T USD
Total Forecasted AI CapEx (2026-2030). Accel p.38
Key number
$79.2 billion
Total Cloud VC Funding 2024E. Accel p.22
Key number
$4T mechanism
Total AI software disruption opportunity. Battery Ventures p.2
Key number
$2 billion USD
BigTech Fintech Investment. IMF Fintech p.12

Globalscape 2025: Race for Compute

ReportAccelNovember 202564 pages

Nvidia CEO Jensen Huang estimates that $2T worth of data centers will power software globally over the next four to five years [p.4].