Gartner forecasts global AI spending will reach $2.7 trillion in 2026
Gartner’s forecast frames infrastructure—AI-optimized servers, semiconductors and data‑centre buildout—as the dominant near‑term driver of AI investment, and signals rising enterprise adoption of embedded and agentic AI features.
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Gartner projects total AI spending of $2.7 trillion in 2026, up 49.5% YoY.
AI infrastructure is the largest line item; Gartner cites AI‑optimized IaaS, servers, network fabric and semiconductors.
Vendors are rapidly embedding agentic AI into existing software, raising demand for custom AI applications and domain‑specific models.
Hyperscalers and service providers’ purchases of AI‑optimized servers drive the largest share of spending.
Gartner warns of vendor lock‑in, data‑sovereignty and runaway cost risks as enterprises adopt proprietary AI capabilities.
Growth increases in AI application development platforms and generative AI models signal continued appetite for model and tooling investment.