Global technology spending is gaining momentum, but the path ahead is anything but smooth. Businesses and governments are navigating policy uncertainty, shifting supply chains, and rising geopolitical risks, even as demand for innovation accelerates.
Businesses and governments are navigating policy uncertainty, shifting supply chains, and rising geopolitical risks, even as demand for innovation accelerates. Semiconductors, cloud, and AI are setting the pace, offering resilience in a challenging economy. By contrast, devices and hardware remain more vulnerable to tariffs and trade disputes, weighing on investment in key markets. Regional performance is diverging, with some areas poised for recovery while others face persistent headwinds.
Join Oxford Economics to uncover the opportunities and risks shaping global technology investment in 2025. We’ll explore:
• What threats could derail enterprise tech spending?
• Which markets and industries are best placed to drive growth?
• How will AI and cloud adoption reshape strategies for the year ahead?
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Speakers
Mark Killion
Mark Killion, CFA, is Director of Director of US Industry Services at Oxford Economics, with extensive experience in research and modelling for economics and finance, also skilled in the presentation of insightful conclusions and strategies. Killion brings value to companies and governments by developing state-of-the-art products that use innovative metrics to reliably forecast market conditions, and benchmark business performances.
Director of US Industry Services
Sebastien Tillett
Sebastien joined Oxford Economics in 2023 as a graduate working across freight and transport advisory consulting. His main area of experience is in providing data analysis on projects within the maritime/trade and transport industries.
Prior to working at Oxford Economics, Sebastien had technology roles at AMP and Macquarie Bank before completing a Master of Economics.
Economist
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Understand key global sector developments and risks affecting your markets and supply chains, and benchmark global sector performance and quantify market potential.
