Enterprises plan nearly 9% increase in AI infrastructure spending through 2028, ISG finds
III•Enterprises expect dedicated AI infrastructure spending to rise nearly 9% on average by the end of 2028, while security and resilience spending is forecast to increase 6.5%. Two-thirds expect moderate or major shortages of accelerated computing capacity through 2028.
1. Spending and capacity outlook
ISG’s 2026 Infrastructure Study found that enterprises expect dedicated AI infrastructure spending to rise nearly 9% on average by the end of 2028, with security and resilience spending forecast to increase 6.5%. Two-thirds of respondents expect moderate or major shortages of accelerated computing capacity through 2028, and 39% ranked AI cost and capacity as their top infrastructure challenge over the next two years.
2. Infrastructure investment shifts
Most enterprises expect to shift investment toward managed service providers for cloud, dedicated AI infrastructure and data center capacity. The study found that only 52% of infrastructure in an average organization is visible through integrated operational monitoring.
