Internet Economy 2030: A Billion-Dollar Market Driven by AI and Infrastructure

The German internet economy remains a central growth driver and is expected to increase its revenue to an estimated €389 billion by 2030. This development is primarily driven by cloud services and artificial intelligence.

Internet Economy as a Growth Engine

Introduction

This study by the eco Association of the Internet Industry (eco) and strategy consultancy Arthur D. Little forecasts an average annual growth of almost ten percent for the sector between 2025 and 2030. This means the digital ecosystem is developing significantly more dynamically than most traditional industrial sectors. A total revenue of around €245 billion is already expected for 2025.

Methodology of the Industry Analysis

The study is based on an established four-layer market model that divides the internet economy into 23 segments. In addition to evaluating numerous secondary sources such as data from Destatis, the Federal Network Agency, and the OECD, over 30 structured interviews with data center operators, telecommunications providers, and industry decision-makers were included in the analysis. The current edition focuses particularly on the performance of digital infrastructures.

The Four Levels of Growth

Market growth is distributed differently across the individual layers of the model:

  • Layer one (Networks and Infrastructure): The physical backbone grows moderately from €32 billion in 2025 to approximately €40 billion in 2030. The colocation and housing segment shows particularly dynamic growth here, with an annual increase of around 22 percent.
  • Layer two (Services and Applications): This area almost doubles its revenue to €56 billion by 2030. The main drivers are cloud infrastructures (IaaS) and cybersecurity, with the latter accounting for over 40 percent of the layer’s volume.
  • Layer three (Aggregation and Transactions): With a volume of €157 billion in 2030, this remains the highest-revenue layer. B2B e-commerce, in particular, shapes the picture with a projected volume of €90 billion.
  • Layer four (Digital Business Models): Smart Industries and Paid Content contribute €136 billion to the total market. AI-driven solutions in industry, mobility, and healthcare are driving growth here.

Graphic of the study

Challenges for Data Centers

Despite the positive forecasts, Germany faces structural hurdles. The installed IT capacity in data centers is expected to increase by approximately 50 percent to around 3,687 megawatts by 2030. However, experts warn of a supply gap: if the expansion rate remains unchanged, a deficit of at least one gigawatt of data center capacity could arise as early as 2028. The high energy costs are considered particularly critical. In Germany, electricity accounts for up to 50 percent of data center operating expenses. Compared to Scandinavian countries like Sweden or Norway, which offer electricity at less than half the German price, this creates a significant competitive disadvantage. Furthermore, lengthy approval procedures, which can take up to seven years for a grid connection, burden investment security.

Conclusion for Decision-Makers

To fully exploit the potential of the internet economy, the study recommends political reforms. These include reducing electricity tax to the European minimum, accelerating approval processes, and a strengthened qualification initiative for skilled workers in technical professions.

Only through a high-performance and sustainable infrastructure can Germany maintain its digital sovereignty and compete internationally.

Download the complete "Internet Economy 2030" study now:

The complete study “The Internet Economy in Germany 2025-2030: Future Perspectives for Digital Infrastructures” can be downloaded for free from the eco Association website.

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