Gasto Global em IA Alcançará Impressionantes US$ 1,5 Trilhões em 2025

Máquinas Engolem Orçamentos: Era da IA Consome US$ 1,5 Trilhões

O tsunami de investimentos em inteligência artificial redefine prioridades corporativas globais. Empresas realocam recursos tradicionalmente destinados a infraestrutura física para infraestrutura cognitiva.

Setores Tradicionais em Colapso

Bancos cortam departamentos inteiros de análise humana enquanto fundos de hedge automatizam decisões bilionárias. A indústria farmacêutica acelera pesquisas de medicamentos em 400% usando algoritmos preditivos.

Governos Entram na Corrida

Orçamentos militares migram para warfare cibernético, com nações competindo por supremacia em sistemas autônomos. Agências reguladoras como a FSA lutam para acompanhar a velocidade das inovações.

Efeito Cascata nos Mercados

Startups de IA atingem valuations surrealistas enquanto gigantes tecnológicos disputam aquisições agressivas. O S&P 500 vê sua composição mudar radicalmente em favor de empresas com exposição em IA.

O frenesi lembra a bolha das pontocom - mas desta vez os fundos são reais e os orçamentos astronômicos. Resta saber quantos desses US$ 1,5 trilhões realmente gerarão retorno, e quantos serão vaporizados em projetos superfaturados para impressionar acionistas.

The biggest expenses are on AI services, GPU servers, and AI smartphones

According to the Gartner forecast, the biggest spending in 2025 is on AI services at $282 billion, GenAI smartphones at $298 billion and AI application software expenditure reaching $172 billion. This will increase in 2026, with spending on AI services set to reach $324 billion, GenAI smartphones to $393 billion and AI applications to $269 billion.

MENA IT spending is set to reach $169 billion in 2026, fueled by data center investment. Saudi Arabia’s data center market is projected to grow from $1.33 billion in 2024 to $3.9 billion by 2030, while the U.S. data center market is currently valued at over $200 billion.

In August, another Gartner IT forecast for MENA found that IT spending across the region is set to reach $169 billion in 2026 – an 8.9% increase from the current year.

The biggest spending in MENA would be on data centers, forecasted to grow in MENA by 37.3% in 2026, reaching nearly $13 billion. The acceleration in data center investment comes from an increased demand for generative AI and large-scale machine learning which require vast compute power.

Eyad Tachwali, Vice President, Advisory at Gartner. “The strongest demand is coming from hyperscalers, government entities, and AI-focused tech providers, rather than traditional enterprises.”

Saudi Arabia AI spending to reach $1.44 billion in 2025

In light of this global and regional investment in AI, IDC research noted that Saudi Arabia’s AI spending is set to hit $1.44B in 2025 and soar to $6.4B by 2030.

During the recent Money20/20 event in Saudi Arabia this month, AI took center stage, as Saudi Arabia is projected to reap nearly $135.2 billion from AI by 2030, equivalent to 12.4% of GDP (Gross Domestic Product) as per PWC.

Humain, a Saudi artificial intelligence company established under the Public Investment Fund to drive the Kingdom’s AI strategy, announced $23 billion investment targets for strategic industry partnerships, and $10 billion venture fund.

California-based AI company Groq in February secured a $1.5 billion commitment from Saudi Arabia for expanded delivery of its chips. In December, Groq built what it said was the region’s largest AI inference cluster in the kingdom.

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