AI 支出是 IT 预算中的蜜獾:Gartner 预测 2027 年将达 3.64 万亿美元
Gartner 最新预测显示,AI 支出 2025 年增长 2.6 倍至 1.79 万亿美元,2026 年将增长 49.7% 至 2.67 万亿美元,2027 年再增 36% 至 3.64 万亿美元;同期传统 IT 支出持续萎缩,2025 年下降 12.5% 至 3.79 万亿美元。Gartner 将 GenAI 模型许可、AI 智能体与助手销售从 AI 数据科学平台中单独拆分统计,并上调 2025 年 AI 基础设施支出至 9819 亿美元。
s designs created by hyperscalers and cloud builders that are being used internally and also sold to the big AI model builders like OpenAI and Anthropic. Some of it is incremental Nvidia and AMD GPU-accelerated system sales, of course. “The buildout of AI data center capacity is the largest infrastructure project humanity has even undertaken,” Lovelock said in the statement accompanying the updated AI spending forecast. “The capacity growth from hyperscalers and service providers purchasing AI-o
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