AI Data Center Supercycle: BofA Forecasts $2.2T by 2030
Bank of America projects AI data center systems growing ~8x from $280B in 2025 to $2.2T by 2030 (40% CAGR), with analysts flagging $NBIS, $MU, $LITE, $COHR as key beneficiaries — and Nvidia's own CTO calling out Nebius as uniquely differentiated.
What we know
An account on X published a detailed breakdown of BofA's AI data center forecast, calling it 'the most bullish table I've seen this year.' The 40% CAGR projection to $2.2T by 2030 supports a broad basket of infrastructure plays. Separately, another account on X surfaced a LinkedIn post by Nvidia's CTO specifically praising $NBIS (Nebius Group) for its differentiated AI cloud architecture. This dovetails with another account on X's BTC macro framing, which benchmarks Bitcoin's potential $500K valuation against Anthropic and OpenAI — companies at the center of this AI infrastructure wave.
How the story developed
Bank of America projects AI data center systems growing ~8x from $280B in 2025 to $2.2T by 2030 (40% CAGR), with analysts flagging $NBIS, $MU, $LITE, $COHR as key beneficiaries — and Nvidia's own CTO calling out Nebius as uniquely differentiated.
Summary takeaways from TOKEN2049 2026: AI tokens expected to return to ATHs in 2027, VCs are pivoting from equity to token deals, and Bank of America executives privately express feeling threatened by crypto.
By the Global Eye 24 desk, with AI assistance. Updated as the story develops. Spot an error? Write to corrections@globaleye24.com.