According to IDC data, global IT spending grew 14% in 2025, the highest annual growth rate since 1996 for 30 years. The difference is that the 14% increase in 1996 was based on a $700 million market size, while the 14% increase in 2025 was built on a $4.2 trillion market — this is not an ordinary growth cycle, but a supercycle that will redefine the entire IT industry. IDC expects the global AI infrastructure market to exceed $500 billion by 2026 and exceed $1 trillion by 2029, with a compound annual growth rate of over 26%.

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