Q2 2026 IT Spending Forecast: An Ocean of AI Possibility, a Bucket of Capacity

• How AI infrastructure constraints are shaping IT spending and growth

• What the “Trough of Disillusionment” means for AI investments

• Where cross‑functional AI agents may erode SaaS markets

• How IT spending priorities are shifting amid volatility and demand

Market volatility, economic uncertainty and rapid advances in AI are reshaping IT spending priorities. While opportunity remains high, capacity constraints, rising costs and shifting expectations are forcing CIOs to make sharper trade‑offs.

This session breaks down Gartner’s latest IT spending forecast, examining how supply‑side limits in AI infrastructure, evolving GenAI adoption and emerging dynamics like agentic disruption are influencing where investment is flowing. Gartner experts will explore how organizations are navigating the “Trough of Disillusionment,” what it means for vendors and enterprise buyers, and how IT leaders can prioritize effectively as demand outpaces available resources.

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