IDC：预计2025年IT支出增长14% 创近30年新高 AI基础设施投资成主要驱动力

Core Insights - Global IT spending is projected to grow by 14% in 2025, marking the fastest growth since 1996, driven by a surge in AI infrastructure investments [1][3] - Total global IT spending is expected to reach $4.25 trillion (approximately 30 trillion RMB) by 2025, and when including telecommunications and business services, total ICT spending will approach $7 trillion (approximately 50 trillion RMB) [1] - The forecast for IT spending in 2025 has been revised upward for seven consecutive months, reflecting stronger-than-expected investments in AI infrastructure by service providers [3] Group 1 - AI is identified as the core theme for the IT market in 2025, with most investments currently focused on infrastructure development by service providers [3] - Enterprise software spending is expected to grow by 14%, driven by ongoing digital transformation and cloud migration efforts [3] - In Q1 2025, global IT spending increased by 16%, the highest quarterly growth in nearly 29 years, partly due to preemptive PC shipments ahead of potential tariffs [3] Group 2 - IT spending by enterprises grew by 11% in Q1 and 10% in Q2 of 2025, indicating strong demand [3] - Spending on data center infrastructure by service providers is expected to surge by 86% in 2025, nearing $0.5 trillion (approximately 3.5 trillion RMB) [3] - Despite discussions about the duration of the current growth cycle, there are no signs of a slowdown, with many companies planning to increase IT budgets in 2026 [7] Group 3 - IDC forecasts a 10% growth in global IT spending for 2026, which, while lower than 2025, will still be one of the strongest years since the 1990s [7] - Challenges for 2026 include potential shortages in memory components, which could raise PC costs [7] - The current technology demand remains resilient despite economic uncertainties, with ongoing AI investments expected to provide support [7]