IDC says AI agent growth will widen global compute shortage by 2027

DIGITIMESSeptember 29, 2026en

AI agents are moving into enterprise workflows and driving a sharp rise in demand for AI infrastructure, with a new report from IDC and IEIT Systems warning that the global compute supply-demand gap will continue widening through 2030. The report, released at the AICC2026 Artificial Intelligence Computing Conference, said high-bandwidth memory (HBM) was the biggest bottleneck.

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