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Agentic AI and Cloud Drive $1.3 Trillion Surge icon

Agentic AI and Cloud Drive $1.3 Trillion Surge

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Gartner's latest worldwide IT spending forecast exposes a trend every CIO has already felt in budget negotiations. Total spending will climb 14.2 percent in 2026, reaching $6.37 trillion.

It seems that the IT infrastructure market is simply having a strong year.

However, the more useful insight is how unevenly that growth is distributed.

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We know artificial intelligence consumes huge amounts of energy. The power grid is now a major concern in enterprise technology strategy, and it's reshaping decisions that used to belong entirely to the CIO.

For three decades, capacity planning meant negotiating with a cloud provider or a colocation vendor. Today it increasingly means understanding utility interconnecti...


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The worldwide external enterprise storage systems market reached a key point in the first quarter of 2026, and the implications for organizations running Applied-AI initiatives are impossible to ignore.

IDC's latest market study reveals that systems grew 22.7 percent year-over-year to $9.2 billion, a dramatic acceleration from the 3.9 percent full-year 2025 growth rate....


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The year-on-year decline in global smartphone shipments sounds like a demand story. It isn't.

According to Omdia's latest worldwide market study, the 2Q26 contraction is a supply chain story wearing a demand story's clothes, and the distinction matters enormously for how executives across the technology sector should be reading this quarter's results.

The culprit ...


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