"Enterprises and cloud providers alike are opening their wallets for AI-related hardware and software, with data center systems leading the charge, according to the research firm. "AI infrastructure growth remains rapid despite concerns about an AI bubble, with spending rising across AI‑related hardware and software," John-David Lovelock, distinguished VP analyst at Gartner said in the report. "Demand from hyperscale cloud providers continues to drive investment in servers optimized for AI workloads.""
"Spending on data center systems will jump 31.7% to top $650 billion, up from nearly $500 billion in 2025, a whopping $150 billion increase in a single year, the report said. Server spending alone will rocket up 36.9% year-over-year, Gartner found, driven almost entirely by AI-optimized hardware. The hyperscalers, including AWS, Microsoft Azure, Google Cloud, and others, are in an arms race to build out the infrastructure needed to train and run increasingly large AI models."
Global IT spending will increase 10.8% to $6.15 trillion in 2026, with AI infrastructure accounting for most of the growth. Spending on data center systems will rise 31.7% to more than $650 billion, and server spending will grow 36.9% year-over-year driven by AI-optimized hardware. Hyperscale cloud providers such as AWS, Microsoft Azure, and Google Cloud are expanding infrastructure to train and run larger AI models. Enterprises and cloud providers are increasing purchases of AI-related hardware and software despite concerns about an AI bubble. The forecast was revised upward from $6.08 trillion, signaling accelerating investment.
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