数据中心，涨疯了

Core Insights - The article discusses the significant increase in AI-related spending, particularly in data center systems and enterprise software, driven by the GenAI trend and inflationary pressures [1][2][5][7]. IT Spending Forecasts - Gartner predicts that global IT spending will exceed $6 trillion by 2026, with a notable increase in spending on data center systems, enterprise software, IT services, devices, and communications services [2][5]. - The projected IT spending for 2025 is $5.54 trillion, reflecting a 10% growth from 2024, and aligns closely with earlier forecasts for 2026 [5][11]. Data Center Systems - Data center systems spending is expected to reach $489.45 billion in 2025, growing by 46.8%, and $582.45 billion in 2026, with a growth rate of 19% [2][7]. - The spending for data center systems in 2024 is projected to be $333.4 billion, which is double the pre-pandemic levels, indicating a 40.3% increase from 2023 [7][9]. Enterprise Software and IT Services - Enterprise software spending is forecasted to grow from $1.24 trillion in 2025 to $1.43 trillion in 2026, with growth rates of 11.9% and 15.2% respectively [2][4]. - IT services spending is expected to increase from $1.72 trillion in 2025 to $1.87 trillion in 2026, with growth rates of 6.5% and 8.7% [2][4]. Inflation Impact - The article highlights that inflation has a significant cumulative effect on spending, with adjustments showing that the apparent increase in spending may be less than it seems when accounting for inflation [9][11]. - Even after adjusting for inflation, the increase in data center systems spending from 2019 to 2026 is projected to be 2.55 times, indicating robust growth despite inflationary pressures [9][11].