AI Spending Fuels High-Tech Growth in 2025, but a Crucial Test Lies Ahead

Artificial Intelligence signage at the Mobile World Congress, the world’s largest mobile technology trade show, in Barcelona, Spain, on March 3, 2025. Manaure Quintero/AFPHeavy investment in artificial intelligence infrastructure accounted for the majority of information technology spending in 2025. It emerged as a key driver of growth across the high-tech sector, as companies anticipated another wave of digital transformation in the U.S. and global economies.However, 2026 may present a critical test for the industry, with many AI projects still needing to secure financing and demonstrate sustainable returns.