Austin, Texas, USA, April 25, 2025
A Sharp Increase in Spending on AI Compute Services Is Planned for 2025 Compared to 2024, Fuelling Growing Demand for AI Data Center Upgrades
A sharp increase in spending on AI Compute Services is planned for 2025 compared to 2024, according to Futurum’s 1H2025 survey of decision makers in the AI Chipsets and Accelerators for Data Centers market.
As shown in Figures 1A and 1B, for both Hybrid Cloud and Multi-Cloud deployment styles, which accounted for 63% and 31% of respondents, respectively, there is a shift in the number of respondents from lower to higher spending budget categories.
Figure 1A: 2024 (Actual) and 2025 (Estimated) Spending on AI Compute Services: Hybrid Cloud, in USD
Figure 1B: 2024 (Actual) and 2025 (Estimated) Spending on AI Compute Services: Multi-Cloud, in USD
Richard Gordon, VP & Practice Lead for Semiconductors at Futurum, said, “Organizations are increasingly prioritizing AI-driven data center modernization to support higher processing power, AI workload efficiency, and cloud integration. The shift toward AI-optimized hardware and energy-efficient infrastructure reflects the need for faster computing, reduced latency, and seamless data flow, which is reflected in the significant increase in planned 2025 spending on AI Compute Services.”
Key findings from the report include:
- Enterprises Leverage AI Compute Across Diverse Use Cases: Conversational AI (64%) leads adoption for chatbots, virtual assistants, and NLP applications, requiring low-latency AI chipsets optimized for speech processing. Predictive analytics (63%) plays a crucial role in forecasting trends, customer behavior, and equipment failures, relying on high-speed AI accelerators.
- Shift Toward AI Server Vendor Diversification: The survey reveals that 69% of organizations plan to change or add new AI server vendors in 2025, reflecting a strong push toward high-performance, scalable, and cost-effective AI infrastructure. Vendors such as Dell (49%), IBM (45%), Cisco (45%), and Oracle (44%) are the top choices for enterprises looking to upgrade their AI environments.
- Complexity and Integration Challenges Hinder AI Deployment: Enterprises face significant challenges in AI adoption, with 35% struggling with legacy system integration, 30% citing complex AI technology stacks, and 32% facing IT resource constraints. Additionally, 26% of enterprises report skill shortages, while 27% express concerns over data quality and governance, further delaying AI deployment.
“While some enterprises remain committed to existing vendors, others are actively evaluating scalable AI solutions that align with future business needs,” noted Gordon. “Vendors must offer adaptable, high-performance AI chipsets and infrastructure solutions to meet the growing enterprise demand.”
Read more in the report: “1H 2025 AI Chipsets and Accelerators for Data Centers Market Decision Maker Survey Report” available to Subscribers on the Futurum Intelligence Platform.
About Futurum Intelligence for Market Leaders
Futurum Intelligence’s Semiconductors IQ service provides actionable insight from analysts, reports, and interactive visualization datasets, helping leaders drive their organizations through transformation and business growth. Subscribers can log into the platform at https://app.futurumgroup.com/, and non-subscribers can find additional information at Futurum Intelligence.
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HPE Q1 FY 2025: Server Boom Fuels Revenue Jump, But Margins Pressured
Author Information
Richard Gordon is Vice President & Practice Lead, Semiconductors for The Futurum Group. He has been involved in the semiconductor industry for more than 30 years, first in engineering and then in technology and market research, industry analysis, and business advisory.
For many years, Richard led Gartner's Semiconductor and Electronics practice, building a 20-person global team covering all aspects of semiconductor industry research, from manufacturing to chip markets and end applications. Having served on Gartner's Senior Research Board and as Gartner's Chief Forecaster, Richard has extensive experience in developing and implementing methodologies for market sizing, share and forecasting, to deliver data, analysis and insights about the competitive landscape, technology roadmaps, and market growth drivers.
Richard is a sought-after technology industry analyst, both as a trusted advisor to clients and also as an expert commentator speaking at industry events and appearing on live TV shows such as CNBC.
