... The semiconductor industry is chugging ahead, with 2026 revenue growth looking particularly strong, given the tailwinds created by AI, memory shortages, and a recovery in the consumer, auto, and industrial sectors. The discussion on AI semiconductor names has moved considerably from how much they can ...
Analyst(s): Tim Mahon
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... Deep, prolonged shortages of DRAM and NAND/SSD in2026, driven by the AI boom, will result in price surges in data center server and storage infrastructure. Heads of I&O can combat the price increases by right sizing for performance, extending hardware life span, and qualifying third-party memory/SSDs ...
Analyst(s): Joseph Unsworth | Chandra Mukhyala | Daniel Bowers
... as organizations move beyond pilots to integrate these models into core operations. Consequently, the market is projected to grow from $26 billion in2026 to $76 billion by 2029, reflecting a robust CAGR of 66.8%. Overview Table of Contents for Download Attachment List of Tables for Download Attachment ...
Analyst(s): John Lovelock | Arunasree Cheparthi | Radu Miclaus
... Gartner client? Server market spending is projected to reach $530 billion in2026, following $383 billion in 2025, due to increasing levels of demand for AI-optimized servers. This reflects a year-over-year change of 36.9% in constant currency, with a 28.1% five-year compound annual growth rate through ...
Analyst(s): Adrian O'Connell | Amit Goyal | Uko Tian | Andrew H Kim
... Access Insights Already a Gartner client? Gartner estimates global IT spending in the oil and gas market will increase by 7.9% in2026 to reach $49 billion, up from $45 billion in 2025. Constant currency spending is expected to see a five-year CAGR of 7.6% to reach an estimated $62 billion by 2029. ...
... Access Insights Already a Gartner client? Global enterprise IT spending in the education and government markets is forecast to increase by 6.1% in2026 to $871.5 billion. The aggregate IT spending is projected to see a constant currency five-year CAGR of 7.4% to reach over $1.1 trillion by 2029. Overview ...
... demand for advanced node wafers and packaging, particularly from AI-related applications, the foundry market is projected to exceed $195 billion in revenue by 2026, underscoring the sector’s rapid expansion and the potential for supply shortages amid the explosive growth of AI. Overview Forecast Data Summary ...
... Access Insights Already a Gartner client? Global enterprise IT spending in the retail market is forecast to increase by 7.4% in2026 to $232.8 billion. Spending is expected to see a constant currency five-year CAGR of 7.1% to exceed an estimated $289 billion by 2029. Overview Table of Contents for Download ...
Analyst(s): Tom Nolan | Hanna Karki | Inna Agamirzian | Pankaj Verma
... Access Insights Already a Gartner client? Gartner estimates global IT spending in the power and utilities market to increase by 10.4% in2026 to reach over $285.4 billion, up from $254.2 billion in 2025. Spending is forecast to see a constant currency five-year CAGR of 10.0%, reaching an estimated $383 ...