SOURCE RESEARCH
AI Cloud Workloads
Market Data | 2Q 2026 | MD-AICW-101
Get The ReportInference workloads are set to surpass training workloads in total capacity consumption by 2033 and will exceed 45 GW of compute capacity by 2035.
Training workloads will continue to scale aggressively during the forecast period, surpassing 35 GW in 2035. This will be driven not only by foundation model training, but by fine-tuning workloads as well.
Inference capacity consumption growth will begin to rapidly accelerate in 2030, due to better token economics for enterprises, and improved model capabilities, unlocking higher impact and stronger Return on Investment (ROI) use cases for end users
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