The research firm expects 2.7% more growth in global IT spending for 2026 than it did just two months ago, with better than previously projected spending on AI infrastructure leading the way.
Citius, Altius, Fortius. More than a slogan, “Faster, Higher, Stronger Together” is a phrase etched in the minds of many IT decision-makers. Technology is essential. Nobody wants to fall behind. Doing so could mean losing out on many advantages and, consequently, significant business.
Therefore, it’s not surprising that Gartner forecasts global IT spending to reach $6.31 trillion this year, a 13.5% increase compared to 2025 — and nearly 3% more than Gartner forecasted in February, at 10.8% growth.
A sustained push in AI infrastructure, software, and IaaS is key to this growth, according to the research firm. “These shifts are reinforcing a multi‑speed IT market, with hyperscaler purchases and AI‑centric software segments significantly outperforming more traditional categories,” Gartner reported in a statement.
John-David Lovelock, analyst and distinguished vice president at Gartner, underscored that accelerated momentum in AI infrastructure and advanced memory played a significant role in the firm’s growth revision.
“As AI workloads scale, data center investment is ramping rapidly, which in turn is driving increased demand for high‑performance compute,” Lovelock said in the statement. “This dynamic is creating meaningful growth opportunities for companies delivering AI‑optimized processors, accelerators, and enabling technologies.”
What will grow the most? Spending on data center systems, at 55.8%, to exceed $787 million in 2026.
Supply constraints and strong demand have also resulted in record price increases for high-bandwidth memory, according to Lovelock, as hyperscaler demand drives sharp increases in investments in servers. “These trends collectively make AI infrastructure the most attractive segment for capitalizing on the robust expansion in IT spending,” he said.
Those same higher memory prices are impacting device replacement cycles, according to the firm. Device spending is growing, to be sure, but at a lower rate (8.2%) than the IT sector overall.
“Together, these dynamics highlight a widening divergence across IT markets, as AI infrastructure and GenAI software see substantial upward revisions while device growth reflects ongoing cost and pricing pressures,” Lovelock noted.
