Gartner warns $3.5T AI infra spend at impairment risk by 2030; its own stock is down 61%
firstadopter · x · 2026-10-19
Gartner reports that over $3.5 trillion of AI infrastructure spending could face impairment by the end of 2030 if providers keep their current capex pace, with 80% of neocloud providers expected to cease independent operations by 2030. firstadopter claps back with a chart showing Gartner's own stock (NYSE: IT) down 61.42% over two years, joking that Gartner itself is likelier to shut down first.
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