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Estimated baseline aggregate capital expenditure worldwide forecast from 2026 to 2031

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Sources

Release date

May 2026

Region

Worldwide

Survey time period

March 2026

Supplementary notes

The source adds the following information: Figures assume that NVIDIA accounts for 75 percent of total compute spend. Uses VR200 (Rubin) chip at USD 80,500 per GPU (including node costs) and 3,000W per package as baseline spec across all years. Assumes 1.2 PUE and USD 15 million per MW for data centers, and USD 2,500 per kW for new power capacity. Figures also assume that 15 percent of required data center space is brownfield in 2026, growing to 30 percent by 2031. Totals may not sum due to rounding.

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Estimated AI CapEx forecast 2026-2031

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1 All prices do not include sales tax. The account requires an annual contract and will renew after one year to the regular list price.

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