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The Tech Capital Opinion

The AI Investment Boom: Opportunities and Risks

Providing the economic cycle remains stable, and interest rates and capital markets remain steady, the investment bubble may not burst for some time yet, write Mike Meyer, managing director of Portman Partners.

Updated May 21, 2025 / Original May 21, 2025

The Tech Capital

By Mike Meyer

Managing Director, Portman Partners

11 Mins

May 21, 2025 | 10:13 PM BST

Today, there are approximately 11,000 data centers worldwide and the global market is estimated to grow from US$ 300 billion today to US$483 billion by 2029. Much of the growth will come in the Asia-Pacific regions, which by itself is predicted to grow by 13.5% CAGR to $77.29 by 2030, driven primarily by the need for AI.

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