"Enterprise and global AI spending is widely expected to climb in 2026, driven by expanding AI infrastructure and the broader adoption of AI software and devices. Rather than being concentrated only among top tech giants, investment is increasingly coming from a wider base of enterprises. Gartner forecasts global AI spending to exceed $2 trillion in 2026, led by the integration of AI into products such as smartphones, PCs, and other underlying infrastructure."
"To understand how the market is shaping up, I asked Dan Ives, a managing director and senior equity research analyst at Wedbush Securities, for his view. "We believe 2026 will be the year of AI monetization as the infrastructure leads to the use cases for enterprises and consumers," Ives told me. "This is just the beginning, and we expect a bullish 2026 for tech and the AI Revolution." Wedbush analysts wrote in a Monday morning note that they are seeing AI-related business ramp up faster recently, and that this momentum should carry into 2026 as end-user enterprises fast-track deployments."
"The analysts also reject the idea that the market is showing signs of an AI bubble, emphasizing instead that adoption remains in the very early stages as CIOs and business leaders determine where AI can deliver meaningful value in their organizations. Deloitte's recent report similarly anticipates continued and rising AI spending in sectors such as tech, media, and telecom, but emphasizes that the focus will shift from experimentation to execution."
Global AI spending is forecast to exceed two trillion dollars in 2026, driven by expanding AI infrastructure and broader adoption of AI software and devices. Investment is spreading beyond top tech giants to a wider base of enterprises integrating AI into products such as smartphones, PCs, and infrastructure. Regional economic conditions, regulatory environments, and access to skilled talent will influence the pace of scaling for individual companies. Some companies will delay large hardware upgrades or broad deployments. Wedbush projects 2026 as a year of AI monetization as infrastructure enables enterprise and consumer use cases. Deloitte predicts a shift from experimentation to execution across sectors.
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