Data Infrastructure Market Update

Bowen has released its Data Infrastructure Market Update, which focuses primarily on the impact of AI on the Data Infrastructure sector. The report leverages Bowen’s industry domain expertise and unique insights into Data Infrastructure to analyze ongoing industry trends, new innovations and sector categories driven by ongoing adoption of AI and the emergence of GenAI in particular, and the resulting impact on the competitive landscape and recent transaction activity.

Market Overview

• Demand for modern data infrastructure is accelerating as businesses manage growing data volumes, requiring robust, scalable systems to drive efficient, data-driven decision-making
  • The exponential growth of data volume is driving industries to adopt cloud data platform environments, enhancing agility and meeting the growing demands of data-intensive operations
• GenAI advancements are further reshaping infrastructure needs, creating demand for real-time data processing, and scalable architectures tailored for AI workloads
  • The shift towards AI and ML has spurred innovations in data infrastructure, particularly in vector databases, data lakehouses, and data observability / data governance solutions
• Proprietary and 3rd party GenAI model adoption is fueling a need for frameworks to streamline processes, increase efficiency and improve scalability
  • The early stages of GenAI adoption present challenges such as model training / deployment, continuous fine-tuning, and maintaining data integrity, highlighting the need for robust MLOps and LLMOps solutions
• Consolidation in the data infrastructure sector is intensifying, with strategic buyers seeking to expand their data capabilities and enhance their competitive positioning
  • Major players are investing in cloud-native, data observability and AI/ML Ops platforms to align with the evolving needs of the modern data stack

The full report digs deeper into the Data Infrastructure sectors, highlighting Bowen credentials, industry trends, recent transactions, and key valuation multiples. 

Download the report here.

Learn more about Bowen’s Data & AI Infrastructure Practice.