Gartner just revised its global IT spending projection for 2026 — here's why
Market
Enterprise technology portfolio / CTO-CFO budget allocation
Trend
Gartner projects IaaS spending to rise 29.3% to $287 billion in 2026 while hardware, memory, and AI infrastructure constraints strain technology budgets and crowd out lower-priority work.
Tech Highlight
The actionable primitive is workload-level portfolio segmentation: protect cloud and AI capacity tied to measurable outcomes, then reprice, defer, or retire consumption that lacks an accountable business owner.
6-Month Outlook
CTO-CFO reviews will move from aggregate budget growth to unit economics and capacity commitments; watch vendors expose clearer workload cost attribution and enterprises cancel weak AI infrastructure reservations.