"The uncertainty pause that began in the second quarter of 2025 started to alleviate in the third quarter and a significant budget flush is anticipated before the end of the year,"
"The availability of AI devices has also boosted overall spending by more than $30 billion,"
"In other areas, such as data center systems, the race to build AI infrastructure has further increased demand and growth expectations for data center servers, especially AI-optimized server racks."
Global IT spending is projected to reach $6.08 trillion in 2026, a 9.8% increase over 2025. Data center systems spending surged 46.8% in 2025 to $489 billion and is forecast to top $582 billion in 2026, a 19% gain. Software spending is expected to increase 15.2%, reaching $143 billion for the year. Stronger-than-expected mobile phone purchases and the availability of AI devices contributed more than $30 billion to overall spending. Investment in AI infrastructure is intensifying demand for data center servers and AI-optimized server racks. The spending increase coincides with a predicted trough of disillusionment for emerging technologies.
Read at IT Pro
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