State of the Market: IT Spending Update and Quarterly Outlook (Aug. 12th)
Tuesday, August 12th, 2025: 12:00 PM to 1:00 PM
IT spending beat expectations again in the first half of the year, with AI continuing to drive infrastructure investment while device shipments benefited from pre-tariff buying in Q1. Enterprise buyers are ramping up their AI spending, partly as a response to economic uncertainty by using AI to achieve greater efficiencies and automation.
That economic uncertainty continues to linger, however, with tariffs still threatening to disrupt business conditions over the next 12 months.
- What is the current outlook for IT spending and economic growth, in the context of the latest economic policy announcements?
- Which markets and channels are performing stronger than expected in 2025, and which are being disrupted by economic uncertainty or realignment?
- What are the latest expectations for IT spending in Q3 and Q4, and the first half of 2026?
- How are different industries responding to the current economic environment?
- What impact is AI having on overall IT spending and budget planning for the next 12 months?
Hosted by IDC