The 5.5 trillion limit. The global technology market is expected to reach 2025, recording an increase of 7.9% compared to 2024. business continue to invest strongly in their digital transformation, with a peak of artificial intelligence and Data Centers infrastructure.
As John-David Lovelock, Gartner’s Distinguished VP Analyst, notes, “there may be a temporary cessation of new investments due to increased uncertainty, but digitization initiatives using artificial intelligence and generative AI continue unabated.” Particularly in the field of Data Center Systems, expenditure is expected to raise by 42.4%, reaching $ 474.9 billion, as the need for AI-Optimized servers and expandable business infrastructures increases.
Software investments are also significant, which now incorporates “plug & play” AI applications, increasing by 10.5% this year. Although genetic artificial intelligence (Genai) seems to gradually enter the demobilization phase, businesses are turning to practical use scenarios and require functionality from existing software suppliers, Gartner analysts say.
Slower rhythms
In contrast, spending on It Services (4.4%) and devices (5.4%) are increasing at a slower pace, influenced by the so -called “Uncerty Pause” – a cautious phenomenon that began in the second quarter of 2025 and translates into new decisions, but without existing delays.
According to a Gartner survey of 252 senior executives from businesses over $ 500 million, 61% said that in 2025 it started with better conditions than last year, but only 24% believe it would close the year above the initial targets. The same survey shows that 64% of businesses invest in technology to remain competitive, while 62% believe that AI will determine the landscape of competition for the next decade.
Dual reading
The image that is shaped is capable of – according to analysts – two readings: on the one hand there is a retention in innovations, mainly in hardware and new projects. On the other hand, however, businesses choose to focus on critical areas such as AI, Cloud and managed services that ensure continuing operations and competitiveness.
Gartner stresses that this trend is not due to budget cuts, but to a strategic delay in decisions. With financial (41%) and geopolitical (32%) uncertainties being considered the greatest risks to businesses, the need for targeted, sustainable and efficient technology investments becomes more urgent than ever.
“The IT market does not slow down – adjusts. And in an ever -changing environment, this in itself is a sign of resilience, ”Gartner concludes.