AI Infrastructure Drives AI Spending; Adds $401 Billion in Spending as Technology Providers Continue to Build Out AI Foundations
By ; Basel Khaled
Worldwide spending on AI is forecast to total $2.52 trillion in 2026, a 44% increase year-over-year, according to Gartner, Inc. a business and technology insights company.
"AI adoption is fundamentally shaped by the readiness of both human capital and organizational processes, not merely by financial investment,” said John-David Lovelock, Distinguished VP Analyst at Gartner. “Organizations with greater experiential maturity and self-awareness are increasingly prioritizing proven outcomes over speculative potential.
“Because AI is in the Trough of Disillusionment throughout 2026, it will most often be sold to enterprises by their encumberment software provider rather than bought as part of a new moonshot project,” said Lovelock. “The improved predictability of ROI must occur before AI can truly be scaled up by the enterprise.”
Building AI foundations alone will drive a 49% increase in spending on AI-optimized servers, representing 17% of total AI spending (see Table 1). AI infrastructure will also add $401 billion in spending as a result of technology providers building out AI foundations.
Table 1: Worldwide AI Spending by Market, 2025-2027 (Millions of U.S. Dollars)
|
Market |
2025 |
2026 |
2027 |
|
AI Services |
439,438 |
588,645 |
761,042 |
|
AI Cybersecurity |
25,920 |
51,347 |
85,997 |
|
AI Software |
283,136 |
452,458 |
636,146 |
|
AI Models |
14,416 |
26,380 |
43,449 |
|
AI Platforms for Data Science and Machine Learning |
21,868 |
31,120 |
44,482 |
|
AI Application Development Platforms |
6,587 |
8,416 |
10,922 |
|
AI Data |
827 |
3,119 |
6,440 |
|
AI Infrastructure |
964,960 |
1,366,360 |
1,748,212 |
|
Total AI Spending |
1,757,152 |
2,527,845 |
3,336,690 |
Source: Gartner (January 2026)
Gartner clients can read more in Forecast: AI Spending, Worldwide, 2024-2029, 4Q25.
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