IT spend near $3T a year and CIO surveys show budgets shifting to dedicated AI
BenBajarin · x · 2026-10-26
Ben Bajarin cites Anthropic's S-1 argument that transformative technologies expand their markets (IT spend grew from $1.2T in 2006 to $4.3T in 2025), and adds his firm's AI economics model: pre-expansion IT services and software spending is roughly $3 trillion annually, with every CIO/CTO survey showing net-new budget flowing to dedicated AI spend.
Related event: Analyst: AI Targets a Trillion-Dollar Enterprise Software Market(2 posts)→
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