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According to Gartner's latest forecast released on May 10, global IT spending is expected to reach $6.31 trillion by 2026, approximately 45 trillion yuan, representing a 13.5% increase from the previous year. Among these, the expenditure on data center systems has seen particularly significant growth, expected to reach $787.99 billion, with an annual growth rate of as high as 55.8%, becoming the most important area of IT spending.
In addition to data centers, expenditures on software, IT services, terminal devices, and communication services have also shown strong growth trends. By 2026, software spending is expected to reach $1.44 trillion, IT service spending $1.87 trillion, and expenditures on terminal devices and communication services are expected to be $856.18 billion and $1.35 trillion, respectively.
Notably, the high maintenance costs of AI technology have become a common issue in the industry. For example, NVIDIA's artificial intelligence computing costs have already exceeded its employee salary expenses. Bryan Catanzaro, vice president at NVIDIA, stated that while AI technology has played a crucial role in its core product development, the costs for infrastructure and computing power are growing exponentially. In addition, companies such as Uber and Swan AI are also facing similar challenges.
To support the normal operation of the AI ecosystem, major companies are investing billions of dollars in infrastructure upgrades and building new AI bases that consume a lot of electricity. Huang Renxun, CEO of NVIDIA, pointed out that although there are concerns about AI replacing jobs, the core mission of AI is to help people solve problems, not replace them. He emphasized that AI technology is still in its early stages, and as agent AI develops, the entire industry will enter a new cycle characterized by high investment and high growth.
Key Points:
- 📈 By 2026, global IT spending is expected to reach $6.31 trillion, with a growth of 13.5%.
- 💻 Data center system spending will reach $787.99 billion, with an annual growth rate of as high as 55.8%.
- ⚙️ Maintenance costs of AI technology are surging, and companies are increasing infrastructure investments to support the AI ecosystem.