IT Industry Forecast

Your 2026 Technology Roadmap for the IT Industry

Why 2026 marks a technology inflection point for enterprise decision-makers.

The technology landscape is not getting simpler. AI is simultaneously overhyped and underestimated. Cybersecurity budgets are climbing, yet breaches are too. Cloud migration promised savings, but many organizations are discovering unexpected complexities.

… But market intelligence is your way out of the market uncertainty.

Markets are drowning in information. The differentiator is having better intelligence and the confidence to act on it before consensus forms and windows close.

What This Means for Strategic Decision-Making
✔️ The $1.6 Trillion Opportunity Window: A 36% increase in global IT spending over four years represents the largest technology investment cycle since the internet buildout. Organizations that strategically allocate capital now will capture disproportionate advantages as spending matures beyond 2026.

✔️ Acceleration Beyond Historical Trends: The 9.8% year-over-year growth rate for 2026 significantly outpaces the 4.4% average from 2022-2024. This acceleration signals market inflection, not linear growth. Investment timing matters more than ever.

✔️ Infrastructure-to-Application Value Migration: Data center spending ($582B) represents the foundation, but enterprise software showing double-digit growth indicates the market is transitioning from infrastructure to monetization. Organizations must position for both phases simultaneously.

✔️ AI Premium Reshaping Total Addressable Markets: The $30B+ incremental spending on AI-enabled devices demonstrates how AI is not replacing existing technology budgets but expanding them. Categories adjacent to AI infrastructure will experience outsized growth through 2026 and beyond.

The brands winning today are validating their moves first, then scaling with precision.

We understand that forecasts are only valuable when they inform better decisions.
Our Information Technology Industry Forecast for 2026 synthesizes primary research across six continents, direct intelligence from technology buyers and sellers, and pattern recognition that comes from advising the majority of Fortune 500 companies.

If you would like to explore how these technology investment trends impact your specific market position, our team is ready for that conversation.