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AI investment to surge by 2026

Worldwide AI spending is set to reach $2.52 trillion by 2026, seeing significant growth in AI infrastructure and services.

  • Thursday, 22nd January 2026 Posted 1 month ago in by Sophie Milburn

According to the latest forecast from Gartner, AI is projected to reach $2.52 trillion in 2026, marking a 44% annual increase. John-David Lovelock, vice president analyst at Gartner, emphasised the importance of organisational readiness and informed processes in AI adoption, underscoring that financial investment alone isn't sufficient.

Lovelock noted the current positioning of AI in the Trough of Disillusionment during this period. He points out that existing software providers will likely channel AI solutions to businesses. He further shared that improved predictability in return on investment (ROI) is essential before businesses can extensively scale AI operations.

A 49% increase in spending is anticipated for AI-optimised servers as enterprises lay their AI foundations. This alone will account for 17% of the total AI spending in 2026. Additionally, technology providers' investment in AI infrastructure is expected to contribute an extra $401 billion.

Gartner’s analysis outlines the projected global AI spending across multiple markets from 2025 to 2027:

  1. AI Services: Expected to rise from $439,438 million in 2025 to a staggering $761,042 million by 2027.
  2. AI Cybersecurity: Estimations show a climb from $25,920 million in 2025 to $85,997 million in 2027.
  3. AI Software and Models: Both markets see significant growth trajectories.
  4. AI Infrastructure: Set for major investment surge, predicted to grow substantially over the forecast period.

The forecast further delves into the role of AI platforms in data science, machine learning, and application development, drawing a picture of the evolving AI landscape.

Gartner provides AI insights to support C-Level executives and technology providers through its AskGartner AI tool, helping enterprises make data-driven decisions across a wide range of AI use cases.

Upcoming Gartner Data & Analytics Summits 2026, hosted in various cities worldwide, aim to provide deeper insights into AI trends. Tech leaders are encouraged to engage and share perspectives at these events.

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