Global IT spending is projected to reach its highest level in 30 years by the end of the year, driven by significant investments in artificial intelligence and cloud services. According to a report from International Data Corporation, spending on hardware, software, and IT services is expected to rise by 14%, marking the fastest growth rate since 1996, when the advent of Windows 95 and increased internet use propelled IT expenditures. The consultancy notes that total information and communications technology spending is anticipated to approach $7 trillion this year.
The global server market has experienced significant growth, reaching a record $112.4 billion in revenue during the third quarter of 2025, according to research from IDC. This marks a remarkable 61% increase compared to the same period last year, driven by ongoing enterprise cloud and artificial intelligence spending. Notably, revenue from x86 servers rose by 32.8% to $76.3 billion, while non-x86 servers saw an extraordinary 192.7% year-over-year increase, amounting to $36.2 billion. In the United States, hyperscaler infrastructure spending led to a staggering 79.1% growth compared to the third quarter of 2024.
The data integration market is expected to experience slower growth, according to Gartner’s latest report. The market, which grew at a rate of 9.8 percent in 2024, is predicted to see a compound annual growth rate of 8.1 percent from 2024 to 2029, as standalone data management platforms converge, reducing the need for numerous point-to-point connectors. Notable vendors include Salesforce’s Informatica, Microsoft Azure Data Factory, IBM’s DataStage, and Google’s Data Integrator, which collectively hold 44.5 percent of the market share. The expectation is that AI-enhanced workflows will decrease manual intervention by 60 percent by 2027.
The global password management market is projected to grow from USD 3.72 billion in 2025 to approximately USD 27.00 billion by 2035, reflecting a compound annual growth rate of 21.92%. This growth is largely driven by escalating cyber threats and a shift towards passwordless and multi-factor authentication methods across various enterprises. According to the FBI Internet Crime Complaint Center, cybercrime losses reached USD 16.6 billion in 2025, marking a significant 33% increase compared to the previous year.
Why do we care?
Big IT spending numbers make for great headlines — but they don’t tell you who actually wins.
Most of this growth is happening way upstream. Hyperscalers are building massive AI infrastructure, specialized servers, and integrated platforms. That’s not money flowing into MSP pockets — that’s money changing the balance of control.
Meanwhile, the parts of the stack MSPs touch most are consolidating. Fewer integration tools. More bundled services. Less room to differentiate on features.
And security? Spending is exploding because the problems aren’t going away. Password managers growing at 20-plus percent a year isn’t a success story — it’s a signal we’re still reacting to damage.
This is where positioning matters. If your value is tied to infrastructure resale or tool choice, you’re exposed. If your value is helping customers govern AI, manage identity, control risk, and make smarter decisions about where to spend — you’re still essential.
The future isn’t about riding the spending wave. It’s about staying relevant as control moves elsewhere.