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Gartner has increased its forecasts for global AI spending. Market researchers now expect an increase of 47 percent compared to the previous year to $2.59 trillion. In January, Gartner had assumed a volume of around $2.5 trillion.
Infrastructure remains the largest block of expenditure
“In the coming years, growing capacity needs will ensure that AI infrastructure, including AI-optimized IaaS and servers, AI network architectures, AI accelerator chips and AI devices, will become the largest market segment,” said John-David Lovelock, Distinguished VP Analyst at Gartner, commenting on the forecast. This area will account for more than 45 percent of total spending and will primarily be driven by providers.
The Gartner analyst assumes that spending on AI-optimized servers within this segment will triple over the next five years. This would make them the largest sub-segment, according to Gartner, as cloud service providers expanded their capacity to prepare for the workloads created by GenAI models and agent-based workflows.
