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Research Jul 2026
... Access Insights Already a Gartner client? Semiconductor capital spending will increase by 18.4% in 2026 in response to soaring demand for AI semiconductors. Growth will remain strong at 12.2% in 2027, with the next cyclical pause occurring in 2028. Opportunity Overview Notable Changes Methodologies and ...

Analyst(s):   Bob Johnson   |   Gaurav Gupta   |   Menglin Cao
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Research Apr 2026
... Access Insights Already a Gartner client? Communications, media and services industries remain a primary driver of vertical market growth, supported by hyperscaler and service provider investments in AI-optimized servers and GenAI adoption. A strong focus on expanding AI capacity is expected to offset ...

Analyst(s):   Scot Kim   |   Debbie Buckland   |   Jeff Casey   |   Jonathan Rivera   |   Simon Cushing   |   James Ingham   |   Marc Halpern   |   Gregor Petri   |   Shivani Palepu   |   Nicole Foust   |   Peter Kjeldsen   |   Rishi Sood   |   Marlena Brown   |   Inna Agamirzian   |   Sruthi Nair   |   Pankaj Verma   |   Jonathan Davenport   |   Hanna Karki
Webinar On-Demand
... Discover what’s ahead for IT spending and generative AI innovation in 2026 and beyond. In this webinar, you’ll gain the latest view on IT spending patterns, learn how GenAI developments are set to reshape the technology landscape over the next five years and understand the supply‑ and demand‑side realities ...

Analyst(s):   John-David Lovelock
Research Jan 2026
... Access Insights Already a Gartner client? Companies with over 5,000 employees will experience the highest growth in IT spending in 2026 at 15.4%, primarily due to the significant impact of the increased investment on AI servers by hyperscalers. Overview Table of Contents for Download Attachment List ...

Analyst(s):   Megan Fernandez   |   Arunasree Cheparthi   |   Pankaj Verma   |   Adrian O'Connell   |   Christian Canales   |   Grigory Betskov   |   Suzie Low   |   Neha Sethi   |   Rishi Padhi   |   Amarendra .
Research Aug 2025
... Already a Gartner client? Enterprises are moving beyond experimentation to implementation, and AI spending will exceed $3.3 trillion by 2029. Continuous demand for AI is expected to fuel investments in IT infrastructure, including-AI optimized hardware, inference engines, agentic AI, software and security ...

Analyst(s):   Technology Market Insights Team
Premium Research May 2025
... Gartner forecasts that the global insurance industry’s IT spending will increase by 8.8% in 2025 to reach $230.7 billion. Spend is forecast to grow at a constant currency CAGR of 8.7% from 2024 through 2029, driven by growth in services and software at a CAGR of 8.1% and 13.3%, respectively. Overview ...

Analyst(s):   James Ingham   |   Inna Agamirzian
Premium Research Jul 2025
... Gartner forecasts that the global insurance industry’s IT spending will increase by 7.9% in 2025 to reach $227.7 billion. Spend is forecast to grow at a constant currency CAGR of 8.6% from 2024 through 2029, driven by growth in services and software at a CAGR of 7.3% and 13.4%, respectively. Overview ...

Analyst(s):   James Ingham   |   Inna Agamirzian
Premium Research Oct 2025
... Gartner forecasts that the global insurance industry’s IT spending will increase by 9.4% in 2026 to reach $256.8 billion. Spend is forecast to grow at a constant currency CAGR of 8.6% from 2024 through 2029, driven by growth in services and software at a CAGR of 7.3% and 13.4%, respectively. Overview ...

Analyst(s):   Inna Agamirzian   |   James Ingham
Premium Research Aug 2025
... Global enterprise IT spending in the retail market is forecast to increase by 5.9% in 2025 to $209.3 billion. Spending is expected to see a constant currency five-year CAGR of 6.9% to exceed an estimated $283.8 billion by 2029. Overview Table of Contents List of Tables Gartner Recommended Reading Notes ...

Analyst(s):   Tom Nolan   |   Inna Agamirzian
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