Research Briefing
AI spending boosted US GDP by 0.4ppts in 2025 and we expect it to add a similar amount this year.
tech spend forecast
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Research Briefing
We expect the ongoing memory chip shortage to be particularly harmful for the purchasers of traditional memory chips such as...
We expect APAC to outpace both Europe and the US in terms of spending in 2024 and 2025. However, there...
