Technology Spending

Vantage’s 1.4GW Texas campus makes grid contracts the real data center schedule

Vantage’s $25B “Frontier” plan in Texas lands as PwC sizes AI data center spend at $31.6T through 2050 and Frontier buyers add $915M more carbon removal demand.

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.

AI capex scrutiny is reshaping how enterprise buyers justify tech spending

Wall Street's $890B single-day tech wipeout signals a new era of ROI pressure on AI infrastructure decisions.

U.S. B2B tech spending hit $35.3 billion in the first half of 2026, and the second half looks different

Circana puts H1 2026 B2B technology revenue at $35.3B, up 10% YoY. Growth moderates to 6% in H2 as pricing dynamics shift and teams rethink GTM.

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.

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

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

Circana's latest forecast shows B2B technology reseller revenue up 10% year over year, with cloud, hardware, and software all posting gains.

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.

Enterprise AI moves from pilot to infrastructure as agentic platforms define the next buying cycle

Enterprise AI spending is accelerating fast, and agentic platforms are raising the bar on what production-ready deployment actually requires.

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…