""The forecast assumes continued investment in AI infrastructure expansion, as major hyperscalers continue to increase investments in data centers with AI-optimized hardware and GPUs to scale their services," said John-David Lovelock, distinguished VP analyst at Gartner."
"According to Gartner, the bulk of AI investment this year will be focused primarily on AI services, with spending reaching a total of $282.5 billion. Investment in AI-optimized servers, which includes GPUs and non-GPU AI accelerators will top $267 billion. This marks a significant increase compared to 2024, in which the consultancy recorded just $140 billion in spending."
"Spending on this front is also projected to surge by next year, with Gartner projecting $329.5 billion in spending. Notably, spending on AI smartphones is expected to account for the largest pool of investment across both 2025 and 2026, reaching $393 billion by next year and marking a huge increase compared to $244.7 billion in spending across 2024."
Global AI spending is projected to surpass $2 trillion by 2026, driven by large-scale investment in AI infrastructure and product integration. Major hyperscalers are increasing investments in data centers equipped with AI-optimized hardware and GPUs to scale services. Investment is expanding beyond traditional U.S. tech giants as Chinese companies ramp up spending and venture capital flows into AI providers provide additional tailwinds. AI services spending will total $282.5 billion in 2025. Investment in AI-optimized servers will top $267 billion in 2025, up from $140 billion in 2024, and is projected to reach $329.5 billion in 2026. AI smartphones spending is expected to reach $393 billion in 2026.
Read at IT Pro
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