STAMFORD, Conn., September 17, 2025
STAMFORD, Conn., September 17, 2025
Worldwide spending on AI is forecast to total nearly $1.5 trillion in 2025 according to Gartner, Inc. a business and technology insights company.
Expert Take:
"The forecast assumes continued investment in AI infrastructure expansion, as major hyperscalers continue to increase investments in data centers with AI-optimized hardware and GPUs to scale their services,” said John-David Lovelock, Distinguished VP Analyst at Gartner. “The AI investment landscape is also expanding beyond traditional U.S. tech giants, including Chinese companies and new AI cloud providers. Furthermore, venture capital investment in AI providers is providing additional tailwinds for AI spending.”
Looking towards 2026, overall global AI spending is forecast to top $2 trillion, led in large part by AI being integrated into products such as smartphones and PCs, as well as infrastructure (see Table 1).
Table 1: AI Spending in IT Markets, Worldwide, 2024-2026 (Millions of U.S. Dollars)
Market |
2024 |
2025 |
2026 |
AI Services |
259,477 |
282,556 |
324,669 |
AI Application Software |
83,679 |
172,029 |
269,703 |
AI Infrastructure Software |
56,904 |
126,177 |
229,825 |
GenAI Models |
5,719 |
14,200 |
25,766 |
AI-optimized Servers (GPU and Non-GPU AI Accelerators) |
140,107 |
267,534 |
329,528 |
AI-optimized IaaS |
7,447 |
18,325 |
37,507 |
AI Processing Semiconductors |
138,813 |
209,192 |
267,934 |
AI PCs by ARM and x86 |
51,023 |
90,432 |
144,413 |
GenAI Smartphones |
244,735 |
298,189 |
393,297 |
Total AI Spending |
987,904 |
1,478,634 |
2,022,642 |
Source: Gartner (September 2025)
Gartner clients can read more in Forecast Alert: AI in IT Spending, 2Q25.
Additional information on the outlook for AI in the enterprise will be presented during Gartner IT Symposium/Xpo, the world's most important conference for CIOs and other IT executives. Gartner analysts and attendees will explore how to become agents of change in their organizations and harness AI for successful digital transformation. Follow news and updates from the conferences on X and LinkedIn using #GartnerSYM, and on the Gartner Newsroom.
Upcoming dates and locations for Gartner IT Symposium/Xpo include:
October 20-23, 2025 | Orlando, FL
October 28-30, 2025 | Yokohama, Japan
November 10-13, 2025 | Barcelona, Spain
November 17-19, 2025 | Kochi, India
About Gartner AI Use Case Insights
Gartner AI Use Case Insights is an interactive tool that helps technology and business leaders efficiently discover, evaluate, and prioritize AI use cases to potentially pursue. Clients can search over 500 use cases (applications of AI in specific industries) and over 380 case studies (real world examples) based on industry, business function, and Gartner’s assessment of potential business value. Clients can access the interactive tool at https://tools.gartner.com/use-case-insights.
Gartner for High Tech Leaders and Providers equips tech leaders and their teams with role-based best practices, industry insights and strategic views into emerging trends and market changes to achieve their mission-critical priorities and build the successful organizations of tomorrow. Additional information is available at www.gartner.com/en/industries/high-tech.
Follow news and updates from Gartner for High Tech on X and LinkedIn using #GartnerHT. Visit the Gartner Newsroom for more information and insights.
Matt LoDolce
Gartner
matt.lodolce@gartner.com
Meghan Moran
Gartner
meghan.moran@gartner.com
Gartner (NYSE: IT) delivers actionable, objective business and technology insights that drive smarter decisions and stronger performance on an organization’s mission-critical priorities. To learn more, visit gartner.com.