The long-term outlook now includes cross-functional agents and consumer agents in the AI spending forecast, projecting a $1.2 trillion AI services market by 2030.

Enterprises increasingly rely on providers to embed AI features and manage costs, while concerns persist about vendor lock-in, data sovereignty, and potential cost overruns.

A $1.2 trillion AI services opportunity is anticipated by 2030, driven by transformation initiatives and indirect AI projects, despite ongoing concerns like lock-in and data sovereignty.

Gartner Forecast covers AI spending worldwide from 2025 to 2030, with related analyses and webinars, including memory price impacts on technology spending.

AI infrastructure demand remains robust as hyperscalers and service providers buy AI-optimized servers and related hardware, making it the largest area of AI spending.

Investment in AI infrastructure continues to be strong, driven by demand for AI-optimized hardware and data center capacity from major providers.

The AI data center capacity build-out by hyperscalers and service providers is described as the largest infrastructure project humanity has undertaken.

Gartner’s spending breakdown shows AI Services, AI Software, AI Agents and Assistants, Generative AI Models, platforms for Data Science/ML, development platforms, data, and infrastructure collectively contributing to about $1.79 trillion in 2025 and $2.67 trillion in 2026, with continued growth through 2027.

Global AI spending is forecast to reach roughly $2.7 trillion in 2026, up about 49.5% year over year.

Total AI spending is projected at $1.786 trillion in 2025, $2.670 trillion in 2026, and $3.637 trillion in 2027.

Near-term outlook for 2026 shows AI application development platforms growing faster, revised from 28% to 39%, while generative AI model growth is elevated to 117% from 110%.

Generative AI model growth is expected to accelerate to 117% in 2026, driven by demand for cost-efficient, enterprise-aligned models and domain-specific DSLMs.