A comprehensive report by Global Market Insights Inc. The market is expected to grow from USD 167. 56 trillion in 2034, at a CAGR of 28. As AI reshapes the global digital economy, the valuation of data center assets is undergoing a fundamental shift. 2 Hyperscalers are. Built using a rules-based approach informed by Bloomberg Intelligence (BI) research, the index maps the AI value chain and identifies companies with significant involvement in each link of the AI infrastructure. That is how much Amazon, Microsoft, Alphabet, and Meta will collectively spend on AI infrastructure in 2026 — a 77% year-over-year surge that dwarfs entire national GDPs.