It Spending

AI could raise enterprise IT costs by as much as 75% in less than a decade

Bain sees AI lifting IT costs up to 75% in under a decade. Deloitte, KPMG, DOT and Dell show where spend is shifting: models, control, and infrastructure lead t

Cloud is set to take 26% of IT budgets, and hiring is shifting toward platforms

Foundry’s 2026 cloud survey and Robert Half’s 2026 salary data point to the same reality: cloud and AI delivery is now a platform-and-governance staffing proble

U.S. financial services tech budgets set to hit $495B in 2026, 17.1% of all U.S. tech spend

Forrester pegs U.S. financial services tech budgets at $495B in 2026, or 17.1% of total U.S. tech spend. Circana-tracked H1 B2B spending hit $35.3B, a checkpoint on AI foundations and controls spending.

Alphabet’s $5.9B Q2 cash burn is turning AI infrastructure into a CFO-led capex fight in 2026

After Alphabet reported a $5.9B Q2 cash burn and lifted its 2026 spending outlook by $15B, enterprises are seeing tougher ROI gates for GPU and data-center buys

U.S. B2B tech spending hit $35.3 billion in H1 2026, with cloud leading at 15% growth

Circana's latest forecast puts U.S. B2B tech reseller revenue up 10% in H1 2026, with cloud, hardware, and software all posting gains.

Enterprise AI spending is maturing fast, and the hidden costs are catching teams off guard

Gartner, Mavvrik, and Deloitte data show AI budgets are shifting from training to operations, while surprise costs derail a quarter of projects.

Samsung chip profit soared 250-fold this earnings season, and AI infrastructure spending shows no sign of slowing

AI hardware demand drove Samsung's chip unit to a 250-fold profit surge, while Palantir, Cloudflare, and Hon Hai posted outsized results, splitting the enterpr

HCLTech's Advanced AI revenue jumps 62% as record $2.4B bookings quarter signals enterprise AI spending is accelerating

HCLTech posted record Q1 bookings of $2.4B and 62% Advanced AI revenue growth, anchored by a $1.14B digital workplace deal and a $370M AI data center bet.

How AI Is Transforming Private Equity Deal Evaluation and Portfolio Strategy

Artificial intelligence is rapidly transforming how organizations evaluate risk, analyze markets, and drive operational efficiency. In financial services alone, global AI spending is projected to surpass $97 billion by 2027, reflecting how deeply data-driven technologies are reshaping decision-making. For private equity firms—where hundreds of potential investments may be screened each year—the ability to analyze information…