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Sector

Data Centers & AI: key market figures for 2026

Headline figures for the data centers & ai markets we have published, with the year and source. We also write reports in this sector to order.

MarketMeasureValueYearSource
US Data Center Power MarketUS data center electricity use in 2023176 TWh2023Lawrence Berkeley National Laboratory (for the US Department of Energy)
US Data Center Liquid Cooling MarketVertiv order backlog at end of 202515.0 USD billion2025Vertiv Holdings Co
Europe Data Center MarketEU data centre electricity consumption in 202468 TWh2024European Commission
US AI Data Center Construction MarketUS data center construction spending, August 2026 (annual rate)84.95 USD billion2026U.S. Census Bureau
US AI Accelerator Chip MarketNVIDIA Data Center revenue, quarter ended July 26, 202689.0 USD billion2026NVIDIA Corporation
US GPU Cloud MarketCoreWeave revenue backlog at June 30, 2026104 USD billion2026CoreWeave, Inc.
EU AI Act Compliance Software MarketMaximum fine for prohibited AI practices under the AI Act (or 7% of worldwide turnover, whichever is higher)35 EUR million2024EU AI Act, Article 99 (via Future of Life Institute AI Act Explorer)
US AI Governance Software MarketUS businesses using AI in the last two weeks (Census BTOS, Oct 2026)24.6 %2026U.S. Census Bureau
US Enterprise AI Agents MarketSalesforce Agentforce annual recurring revenue, quarter ended July 31, 20261.5+ USD billion2026Salesforce, Inc.
US Deepfake Detection MarketAdjusted losses in 2025 IC3 complaints with AI-related information893 USD million2025Federal Bureau of Investigation, Internet Crime Complaint Center
US AI Coding Assistant MarketGitHub Copilot users (Microsoft, July 2026)50 million users2026Microsoft Corporation
EU Sovereign Cloud MarketEuropean cloud market size in 202461 EUR billion2024Synergy Research Group
US Data Center Backup Power MarketGenerac backlog for products serving the data center market (July 2026)1.6 USD billion2026Generac Holdings Inc.
US Fiber Optic Cable MarketCorning Optical Communications sales, Q2 20262.07 USD billion2026Corning Incorporated
US Semiconductor Fab Construction MarketPrivate US semiconductor ecosystem investments announced since 2020 (SIA)828.0 USD billion2026Semiconductor Industry Association
2D barcode reader MarketEU imports from outside the EU, 2025843.0 EUR million2025Eurostat
3D IC MarketEU imports from outside the EU, 202522.22 EUR billion2025Eurostat
5G base station MarketEU imports from outside the EU, 2025214.5 EUR million2025Eurostat
Fifth generation chipset MarketEU imports from outside the EU, 202520.71 EUR billion2025Eurostat
5G equipment MarketEU imports from outside the EU, 2025214.5 EUR million2025Eurostat
5G fixed wireless access MarketEU imports from outside the EU, 202532.41 EUR billion2025Eurostat
5G IoT MarketEU imports from outside the EU, 202532.41 EUR billion2025Eurostat
5G technology MarketEU imports from outside the EU, 2025214.5 EUR million2025Eurostat
5G testing equipment MarketEU imports from outside the EU, 2025342.9 EUR million2025Eurostat
AC DC power adapter MarketEU imports from outside the EU, 20256.21 EUR billion2025Eurostat
Active optical cable MarketEU imports from outside the EU, 20251.06 EUR billion2025Eurostat
AI accelerator MarketEU imports from outside the EU, 202520.71 EUR billion2025Eurostat
AI computing hardware MarketEU imports from outside the EU, 202520.71 EUR billion2025Eurostat
AI infrastructure MarketEU imports from outside the EU, 202519.85 EUR billion2025Eurostat
AI powered storage MarketEU imports from outside the EU, 20254.66 EUR billion2025Eurostat
AI server MarketEU imports from outside the EU, 202519.85 EUR billion2025Eurostat
All flash array MarketEU imports from outside the EU, 20254.66 EUR billion2025Eurostat
AMOLED display MarketEU imports from outside the EU, 2025177.8 EUR million2025Eurostat
Analog integrated circuits MarketEU imports from outside the EU, 2025903.1 EUR million2025Eurostat
Analog and mixed-signal devices MarketEU imports from outside the EU, 202520.71 EUR billion2025Eurostat
Analog semiconductors MarketEU imports from outside the EU, 202520.71 EUR billion2025Eurostat
Application delivery controllers MarketEU imports from outside the EU, 202532.41 EUR billion2025Eurostat
Application processor MarketEU imports from outside the EU, 202520.71 EUR billion2025Eurostat
Application server MarketEU imports from outside the EU, 202519.85 EUR billion2025Eurostat
Application specific integrated circuit MarketEU imports from outside the EU, 202520.71 EUR billion2025Eurostat
Arm based servers MarketEU imports from outside the EU, 202519.85 EUR billion2025Eurostat
Artificial intelligence chip MarketEU imports from outside the EU, 202520.71 EUR billion2025Eurostat
Artificial intelligence chipset MarketEU imports from outside the EU, 202520.71 EUR billion2025Eurostat
Asset tracking MarketEU imports from outside the EU, 2025692.5 EUR million2025Eurostat
Audio codec MarketEU imports from outside the EU, 202520.71 EUR billion2025Eurostat
Automatic identification and data capture MarketEU imports from outside the EU, 2025843.0 EUR million2025Eurostat
Barrier films for flexible electronics MarketEU imports from outside the EU, 2025659.9 EUR million2025Eurostat
Base station antennas MarketEU imports from outside the EU, 2025793.4 EUR million2025Eurostat
Baseband processors MarketEU imports from outside the EU, 2025332.0 EUR million2025Eurostat
Battery management IC MarketEU imports from outside the EU, 202511.40 EUR billion2025Eurostat
Bluetooth beacons and iBeacon MarketEU imports from outside the EU, 202532.41 EUR billion2025Eurostat
Bluetooth beacons MarketEU imports from outside the EU, 202532.41 EUR billion2025Eurostat
Bluetooth Smart and Smart Ready MarketEU imports from outside the EU, 202532.41 EUR billion2025Eurostat
Broadcast equipment MarketEU imports from outside the EU, 2025170.0 EUR million2025Eurostat
Broadcasting equipment MarketEU imports from outside the EU, 2025170.0 EUR million2025Eurostat
Cache server MarketEU imports from outside the EU, 202519.85 EUR billion2025Eurostat
Chemical mechanical planarization MarketEU imports from outside the EU, 20251.61 EUR billion2025Eurostat
CVD equipment MarketEU imports from outside the EU, 20251.61 EUR billion2025Eurostat
Chemical vapor deposition MarketEU imports from outside the EU, 20251.61 EUR billion2025Eurostat
Chip antenna MarketEU imports from outside the EU, 2025461.0 EUR million2025Eurostat
Chip resistor MarketEU imports from outside the EU, 2025673.4 EUR million2025Eurostat
Chiplet MarketEU imports from outside the EU, 202520.71 EUR billion2025Eurostat
Class D audio amplifier MarketEU imports from outside the EU, 2025485.0 EUR million2025Eurostat
Cloud camera MarketEU imports from outside the EU, 20255.83 EUR billion2025Eurostat
Cloud radio access network MarketEU imports from outside the EU, 202532.41 EUR billion2025Eurostat
CMOS image sensor MarketEU imports from outside the EU, 2025667.3 EUR million2025Eurostat
CMOS power amplifier MarketEU imports from outside the EU, 2025903.1 EUR million2025Eurostat
Co-packaged optics MarketEU imports from outside the EU, 202532.41 EUR billion2025Eurostat
Coaxial cable MarketEU imports from outside the EU, 2025517.5 EUR million2025Eurostat
Cognitive radio MarketEU imports from outside the EU, 202532.41 EUR billion2025Eurostat
Commercial display MarketEU imports from outside the EU, 2025450.6 EUR million2025Eurostat
Common mode chokes MarketEU imports from outside the EU, 20251.49 EUR billion2025Eurostat
Communication satellite MarketEU imports from outside the EU, 202589 EUR thousand2025Eurostat
Communication test equipment MarketEU imports from outside the EU, 2025342.9 EUR million2025Eurostat
Communication test and measurement MarketEU imports from outside the EU, 2025342.9 EUR million2025Eurostat
Compound semiconductor MarketEU imports from outside the EU, 20251.11 EUR billion2025Eurostat
Compound semiconductor materials MarketEU imports from outside the EU, 20251.59 EUR billion2025Eurostat
Computer microchip MarketEU imports from outside the EU, 2025332.0 EUR million2025Eurostat
Computer on module MarketEU imports from outside the EU, 202510.50 EUR billion2025Eurostat
Data center substation MarketEU imports from outside the EU, 2025609.8 EUR million2025Eurostat
Network switches MarketEU imports from outside the EU, 202532.41 EUR billion2025Eurostat

Reports

Data Centers & AI reports

Data Centers & AIUS US Data Center Power Market 176 TWh US data center electricity use in 2023 Updated 27 Oct 2026View report Data Centers & AIUS US Data Center Liquid Cooling Market 15.0 USD billion Vertiv order backlog at end of 2025 Updated 27 Oct 2026View report Data Centers & AIEU Europe Data Center Market 68 TWh EU data centre electricity consumption in 2024 Updated 27 Oct 2026View report Data Centers & AIUS US AI Data Center Construction Market 84.95 USD billion US data center construction spending, August 2026 (annual rate) Updated 27 Oct 2026View report Data Centers & AIUS US AI Accelerator Chip Market 89.0 USD billion NVIDIA Data Center revenue, quarter ended July 26, 2026 Updated 27 Oct 2026View report Data Centers & AIUS US GPU Cloud Market 104 USD billion CoreWeave revenue backlog at June 30, 2026 Updated 27 Oct 2026View report Data Centers & AIEU EU AI Act Compliance Software Market 35 EUR million Maximum fine for prohibited AI practices under the AI Act (or 7% of worldwide turnover, whichever is higher) Updated 27 Oct 2026View report Data Centers & AIUS US AI Governance Software Market 24.6 % US businesses using AI in the last two weeks (Census BTOS, Oct 2026) Updated 27 Oct 2026View report Data Centers & AIUS US Enterprise AI Agents Market 1.5+ USD billion Salesforce Agentforce annual recurring revenue, quarter ended July 31, 2026 Updated 27 Oct 2026View report Data Centers & AIUS US Deepfake Detection Market 893 USD million Adjusted losses in 2025 IC3 complaints with AI-related information Updated 27 Oct 2026View report Data Centers & AIUS US AI Coding Assistant Market 50 million users GitHub Copilot users (Microsoft, July 2026) Updated 27 Oct 2026View report Data Centers & AIEU EU Sovereign Cloud Market 61 EUR billion European cloud market size in 2024 Updated 27 Oct 2026View report Data Centers & AIUS US Data Center Backup Power Market 1.6 USD billion Generac backlog for products serving the data center market (July 2026) Updated 27 Oct 2026View report Data Centers & AIUS US Fiber Optic Cable Market 2.07 USD billion Corning Optical Communications sales, Q2 2026 Updated 27 Oct 2026View report Data Centers & AIUS US Semiconductor Fab Construction Market 828.0 USD billion Private US semiconductor ecosystem investments announced since 2020 (SIA) Updated 27 Oct 2026View report Data Centers & AIEU 2D barcode reader Market 843.0 EUR million EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU 3D IC Market 22.22 EUR billion EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU 5G base station Market 214.5 EUR million EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU Fifth generation chipset Market 20.71 EUR billion EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU 5G equipment Market 214.5 EUR million EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU 5G fixed wireless access Market 32.41 EUR billion EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU 5G IoT Market 32.41 EUR billion EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU 5G technology Market 214.5 EUR million EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU 5G testing equipment Market 342.9 EUR million EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU AC DC power adapter Market 6.21 EUR billion EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU Active optical cable Market 1.06 EUR billion EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU AI accelerator Market 20.71 EUR billion EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU AI computing hardware Market 20.71 EUR billion EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU AI infrastructure Market 19.85 EUR billion EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU AI powered storage Market 4.66 EUR billion EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU AI server Market 19.85 EUR billion EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU All flash array Market 4.66 EUR billion EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU AMOLED display Market 177.8 EUR million EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU Analog integrated circuits Market 903.1 EUR million EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU Analog and mixed-signal devices Market 20.71 EUR billion EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU Analog semiconductors Market 20.71 EUR billion EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU Application delivery controllers Market 32.41 EUR billion EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU Application processor Market 20.71 EUR billion EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU Application server Market 19.85 EUR billion EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU Application specific integrated circuit Market 20.71 EUR billion EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU Arm based servers Market 19.85 EUR billion EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU Artificial intelligence chip Market 20.71 EUR billion EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU Artificial intelligence chipset Market 20.71 EUR billion EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU Asset tracking Market 692.5 EUR million EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU Audio codec Market 20.71 EUR billion EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU Automatic identification and data capture Market 843.0 EUR million EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU Barrier films for flexible electronics Market 659.9 EUR million EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU Base station antennas Market 793.4 EUR million EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU Baseband processors Market 332.0 EUR million EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU Battery management IC Market 11.40 EUR billion EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU Bluetooth beacons and iBeacon Market 32.41 EUR billion EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU Bluetooth beacons Market 32.41 EUR billion EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU Bluetooth Smart and Smart Ready Market 32.41 EUR billion EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU Broadcast equipment Market 170.0 EUR million EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU Broadcasting equipment Market 170.0 EUR million EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU Cache server Market 19.85 EUR billion EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU Chemical mechanical planarization Market 1.61 EUR billion EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU CVD equipment Market 1.61 EUR billion EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU Chemical vapor deposition Market 1.61 EUR billion EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU Chip antenna Market 461.0 EUR million EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU Chip resistor Market 673.4 EUR million EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU Chiplet Market 20.71 EUR billion EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU Class D audio amplifier Market 485.0 EUR million EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU Cloud camera Market 5.83 EUR billion EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU Cloud radio access network Market 32.41 EUR billion EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU CMOS image sensor Market 667.3 EUR million EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU CMOS power amplifier Market 903.1 EUR million EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU Co-packaged optics Market 32.41 EUR billion EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU Coaxial cable Market 517.5 EUR million EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU Cognitive radio Market 32.41 EUR billion EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU Commercial display Market 450.6 EUR million EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU Common mode chokes Market 1.49 EUR billion EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU Communication satellite Market 89 EUR thousand EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU Communication test equipment Market 342.9 EUR million EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU Communication test and measurement Market 342.9 EUR million EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU Compound semiconductor Market 1.11 EUR billion EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU Compound semiconductor materials Market 1.59 EUR billion EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU Computer microchip Market 332.0 EUR million EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU Computer on module Market 10.50 EUR billion EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU Data center substation Market 609.8 EUR million EU imports from outside the EU, 2025 Updated 4 Nov 2026View report Data Centers & AIEU Network switches Market 32.41 EUR billion EU imports from outside the EU, 2025 Updated 4 Nov 2026View report

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