AI market must touch $ 6 trn by 2031 annually to fund infra build-out: Report – CNBC TV18

In TrendsStock MarketStocks To WatchGold and SilverNSE RebalancingITRAI market must touch $ 6 trn by 2031 annually to fund infra build-out: ReportAccording to the report, annual spending on AI infrastructure could reach $1.5 trillion by 2031. This includes new data centres, compute capacity and upgrades to installed GPUs, memory and networking equipment.By PTI September 29, 2026, 5:21:48 PM IST (Published)The global AI market must reach nearly $6 trillion annually by 2031 to fund AI infrastructure and justify the massive capital being deployed, according to a report by global management consultancy firm Bain & Company.Much of that value will have to come from new innovation rather than gains in employee productivity, Bain said in its 7th annual Global Technology Report released on Tuesday.According to the report, annual spending on AI infrastructure could reach $1.5 trillion by 2031. This includes new data centres, compute capacity and upgrades to installed GPUs, memory and networking equipment.Based on the assumption that capital expenditure amounts to about 25% of industry revenue, Bain said sustaining this level of investment would require an AI market approaching $6 trillion a year by 2031.Existing applications will cover only part of that. Consumer AI, through subscriptions and advertising, could generate $200-400…

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