IDC raises 2026 AI infrastructure forecast to $521B

According to IDC’s Worldwide Quarterly AI Infrastructure Tracker, global AI infrastructure spending reached $121.4 billion in Q2 2026, marking a 53% year-over-year increase. IDC raised its full-year 2026 forecast to $521 billion, driven by stronger CPU-based demand for agentic AI and data pipelines, higher component pricing, and sustained hyperscaler capital expenditures. Open article →