IT Spending Forecast 4Q25: Navigating GenAI’s Trough of Disillusionment

Global IT spending is accelerating, but generative AI (GenAI) is entering a critical phase — the trough of disillusionment. IT budgets are projected to surpass $7 trillion within four years, with GenAI accounting for more than $4 trillion by 2029. New markets, including AI models, specialized AI-managed services, and AI-optimized infrastructure, are emerging rapidly. Yet early GenAI projects have faltered, and CIOs are shifting focus toward partner-delivered solutions in 2026. This session provides Gartner’s latest forecasts and introduces the groundbreaking Tokenomics Model to help leaders navigate GenAI economics and plan with confidence.

• Gartner’s updated IT spending forecast for 2025 and beyond.

• How GenAI will reshape the software market and create new investment priorities.

• Tokenomics and the strategy of hyperscalers.

• Which new markets will emerge from GenAI — and what they mean for your planning.

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