AI Spending Is the Honey Badger of Budgets
The Next Platform, Monday, October 5th, 2026
Gartner forecasts keep raising AI infrastructure spending while traditional data center IT stays in recession.
Using Gartner forecasts from economist John-David Lovelock, the article describes AI infrastructure and services spending as the most dramatic IT investment cycle since commercial computing began.
AI spending estimates keep being revised upward despite bubble fears, power limits, supply chain problems and economic uncertainty.
Meanwhile, traditional data center spending has been in recession since the GenAI boom began in 2023 and is expected to stay there, squeezing budgets for conventional infrastructure.