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Enterprise demand for agent-ready AI infrastructure jumps, driving GPU shipment surge
S&P Global finds 58 % of firms pursuing agent-capable AI infra, with GPU shipments forecast to rise 500 %+ in 2025-26 amid shifting enterprise stacks.
According to a recent report by S&P Global, some 58 % of surveyed enterprises are actively pursuing agent-capable AI systems, prompting a significant infrastructure shift. The study projects GPU shipments to grow by 500 % or more during 2025-26 compared with initial 2023 estimates. Much of the build-out is aimed at supporting autonomous decision-making models rather than traditional supervised learning.
Analysts believe this surge illustrates a lasting structural change in enterprise technology stacks and underscores heightened capital-expenditure commitments across cloud providers, data-center operators and semiconductor firms.