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中文(ZH) IDC预测AI数据基础设施迈向万亿级市场,国产数据库迎来新增长空间

China's AI data infrastructure market to hit $73.8B by 2030, IDC forecasts

IDC predicts a significant growth in China's AI data infrastructure market, projecting it to reach $73.8 billion by 2030 with a compound annual growth rate of 37.7%. This expansion is driven by the increasing need for AI to effectively utilize enterprise data, moving beyond model capabilities to data accessibility and management. The report highlights that traditional data infrastructure, including databases, data warehouses, and data lakes, must evolve to support AI applications and agents, creating new opportunities for domestic database vendors like OceanBase. AI

IMPACT This forecast indicates a substantial market shift towards AI-centric data management, creating new opportunities for database vendors to integrate AI capabilities and support agent-based systems.

RANK_REASON IDC report forecasting market size and growth for AI data infrastructure. [lever_c_demoted from research: ic=1 ai=0.7]

Read on 雷峰网 (Leiphone) →

AI-generated summary · Google Gemini · from 1 sources. How we write summaries →

China's AI data infrastructure market to hit $73.8B by 2030, IDC forecasts

How we ranked this

Signal score
9 / 100
Composite score across the factors below. Higher = stronger signal that this story matters right now.
Newsworthiness bucket
Tool
IDC report forecasting market size and growth for AI data infrastructure. [lever_c_demoted from research: ic=1 ai=0.7]
Source corroboration
Single-source cluster
Only one publisher covered this so far. Single-source stories can still rank when the publisher is high-authority, but they lack cross-source corroboration.
Topics
infra, product
Editorial topic classification. Feeds into how the story surfaces on /topic/<slug> hub pages and into the per-entity coverage mix.
AI-industry relevance
High
Clearly on-topic for AI-industry coverage.
Story freshness
Breaking (< 6h)
Fresh story with cross-source coverage still developing. Ranking may shift as more sources report.

Full methodology in our editorial standards.

COVERAGE [1]

  1. 雷峰网 (Leiphone) TIER_1 中文(ZH) ·

    IDC predicts AI data infrastructure to reach trillion-level market, domestic databases usher in new growth space

    <p>AI正在把数据基础设施推向一个新的增长周期。</p><p>9月10日,在2026 Inclusion·外滩大会《数智进化:让多模态数据成为AI核心燃料》见解论坛上,IDC中国企业软件市场研究经理王楠分享了关于AI数据基础设施的最新研究。报告预测,2025年至2030年,中国AI数据基础设施市场将以37.7%的复合增速增长,2030年市场规模达到738亿美元;到2035年,市场规模有望进一步达到1548亿美元(约1亿人民币),较2025年增长超过10倍。</p><p>这意味着,一个巨大的AI数据基础设施市场正在形成。随着AI从模型试点走向规模化应用,…