AI software is only ~5% of enterprise IT budgets, says analyst Ben Bajarin — and compute is still constrained
BenBajarin · x · 2026-10-22
Analyst Ben Bajarin estimates AI software accounts for roughly 5% of enterprise IT budgets, with total AI-related spending around 10% — and yet the industry remains compute constrained. His takeaway: adoption is still very early, a demand-side data point for the ongoing AI capex debate.
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