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AI spending to double to more than $300bn by 2026

2023-03-10
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Global spending on artificial intelligence including software, hardware and services for AI-centric systems will more than double between 2023 and 2026 according to the latest forecasts from IDC. This will see it reach $154bn this year and increase to more than $300bn in 2026.

The market for AI specific software is expected to grow at about 27% per year up to 2026 (Photo: Gorodenkoff/Shutterstock)
The market for AI specific software is expected to grow at about 27% per year up to 2026 (Photo: Gorodenkoff/Shutterstock)

Companies have been incorporating AI for decades but in recent years this has escalated, with increasing spend on tools that have an essential AI component. The IDC Worldwide Artificial Intelligence Guide shows that by the end of this year companies will have spent 26.9% more on AI tools than the same time last year and this rate of annual growth is expected to continue through to 2026.

Some of this will come in the form of spending on generative AI tools, with both Microsoft and Salesforce incorporating large language model-based tools into their customer relationship model offerings. Outside of generative AI the leading use cases come from recommendation engines and virtual customer service agents.

Overall the growth rate between 2022 and 2026 for AI-centric systems will be 27% and only one of the 36 use cases outlined in the report will have a CAGR below 24%. Three of the leading use cases in terms of spending focus on sales and customer services including: augmented customer service agents, sales process recommendation and augmentation, and program advisors and recommendation systems.

The researchers found that they’d see investment from almost every industry and account for a quarter of all AI spending this year. Other cases seeing large spending include optimisation, threat intelligence and fraud analysis. It doesn’t explore the impact of generative AI or large language models.

Media to see largest growth in AI spend

The amount of spending will also vary by industry with the largest investment coming from banking and retail followed by professional services, although the fastest growth in spending on AI will come from the media industry with a five-year CAGR of 30.2%.

“Companies that are slow to adopt AI will be left behind – large and small. AI is best used in these companies to augment human abilities, automate repetitive tasks, provide personalised recommendations, and make data-driven decisions with speed and accuracy,” said Mike Glennon, senior market research analyst with IDC’s Customer Insights & Analysis team.

The US will be the largest market for AI systems with more than 50% of all AI-centric spend. Western Europe will account for about 20% of global AI spend but will have the fastest growth rates for the period at a CAGR of 30% over the five year period.

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China will be the third largest market and have a CAGR of 20% up to 2026. “AI technology will continue to bring empowering effects to users and industry sectors. With the support of pre-trained large models, multi-modal, and other technologies, AI capabilities will be applied to the whole process of production on a large scale, promoting the technology from the concept to large-scale application of landing, said Xueqing Zhang, senior market analyst with IDC’s China Enterprise Research Department.

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“In the future, both government-level urban issues and life issues that are closely related to everyone will enjoy the dividends brought by AI technology and eventually usher in AI for all.”

Read more: Musk and Zuckerberg building out new AI teams

Topics in this article : AI

参考译文
到2026年,人工智能支出将翻一番,达到3000亿美元以上
根据IDC的最新预测,在2023年至2026年期间,全球在人工智能(包括以人工智能为中心的系统的软件、硬件和服务)方面的支出将增加一倍以上。今年这一数字将达到1540亿美元,到2026年将超过3000亿美元。几十年来,企业一直在整合人工智能,但近年来这种情况有所升级,在具有重要人工智能组件的工具上的支出不断增加。IDC《全球人工智能指南》显示,到今年年底,企业在人工智能工具上的支出将比去年同期增长26.9%,预计这一年度增长率将持续到2026年。其中一些支出将以生成式人工智能工具的形式出现,微软和Salesforce都将大型基于语言模型的工具纳入其客户关系模型产品中。在生成式人工智能之外,主要的用例来自推荐引擎和虚拟客户服务代理。总体而言,2022年至2026年期间,以人工智能为中心的系统的增长率将为27%,报告中概述的36个用例中只有一个用例的复合年增长率低于24%。在支出方面,三个主要的用例集中在销售和客户服务上,包括:增强的客户服务代理、销售流程推荐和增强,以及程序顾问和推荐系统。研究人员发现,他们将看到几乎所有行业的投资,占今年所有人工智能支出的四分之一。其他花费巨大的案例包括优化、威胁情报和欺诈分析。它没有探讨生成式AI或大型语言模型的影响。投资金额也将因行业而异,最大的投资来自银行和零售,其次是专业服务,尽管人工智能支出增长最快的将来自媒体行业,5年复合年增长率为30.2%。“那些在采用人工智能方面行动迟缓的公司将被甩在后面,无论大小。在这些公司中,人工智能最适合用于增强人类的能力,自动化重复任务,提供个性化建议,并快速准确地做出数据驱动的决策,”IDC的客户洞察和高级市场研究分析师迈克·格伦农表示。分析团队。美国将成为最大的人工智能系统市场,占所有以人工智能为中心的支出的50%以上。西欧将占全球人工智能支出的20%左右,但这一时期的增长率将最快,五年的复合年增长率为30%。到2026年,中国将成为第三大市场,年复合增长率为20%。“人工智能技术将继续为用户和行业部门带来赋能效应。IDC中国企业研究部高级市场分析师张学清表示,在预训练的大模型、多模态等技术的支持下,人工智能能力将大规模应用于生产的全过程,推动该技术从概念到大规模应用落地。“未来,无论是政府层面的城市问题,还是与每个人密切相关的生活问题,都将享受到AI技术带来的红利,最终迎来全民AI。”
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