As of March 3, 2025, the Federal Reserve Bank of Atlanta's GDPNow model estimates a contraction of 2.8% in real GDP growth for the first quarter of 2025, a significant decrease from the previous estimate of -1.5% on February 28.
With the US economy projected to shrink this first quarter of 2025, I spent some time this weekend exploring where growth may reveal itself this year. It didn’t take long to find it. Technology is one answer. Specifically, software, cybersecurity, cloud technologies, AI, data center systems, and devices. Notably, data center systems should grow in excess of 20%. Here’s some forcasts to support these estimates:
In 2025, corporate technology spending is projected to experience significant growth across various sectors. Forrester forecasts that U.S. tech spending will increase by 6.1% to reach $2.7 trillion, driven by investments in software, cybersecurity, and cloud technologies.
Gartner's analysis identifies the five largest tech markets in 2025—data center systems, devices, software, communications, and IT services—with combined spending estimated at approximately $5.61 trillion. Notably, data center systems are expected to see a 23% year-over-year growth, reaching $405.5 billion.
Software spending is anticipated to grow by 10.7% in the U.S., as enterprises increasingly adopt cybersecurity measures and leverage cloud and generative AI technologies to drive innovation.
Additionally, Deloitte projects a 14% annual growth for global software spending over the next year, highlighting its role as a key driver in the technology sector.
Artificial intelligence (AI) is expected to be a central focus, with companies like Zscaler, Palo Alto Networks, Okta, and CrowdStrike emphasizing AI in their strategies to enhance cybersecurity and operational efficiency. - WSJ.com
This trend aligns with a broader industry shift toward integrating AI into various business processes.
Overall, 2025 is set to be a year of robust growth in corporate technology investments, with AI integration, software development, and data center expansion at the forefront of corporate technology strategies.
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