Webinar

The AI spending wave: sizing the uplift to global enterprise tech budgets

16 July 2026 – 3.00pm BST (London)

online

This webinar will explore how the surge in spending on AI is reshaping the trajectory of global technology spending, and how it sits alongside the broader trends driving demand.

Drawing on the latest update to our Global Tech Spending Service, the session will give analysts, investors, and strategists our current view on the scale and durability of the AI uplift and what it means for technology demand across countries, industries, and product markets. We examine where the incremental AI spending is landing across hardware, software, and the infrastructure underpinning the data centre build-out, and which industries and regions are best positioned to benefit.

This webinar is being held on our new platform, ON24. If you do not receive your confirmation email, please check your junk and spam folders.

Speakers

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

Jeremy Leonard

Jeremy Leonard is responsible for overseeing the work of the industry forecasting team and managing the operation and output of Oxford Economics’ Global Industry Model as well as related consultancy work.

Jeremy’s knowledge and past experience span a broad range, including competitiveness and offshoring/reshoring, commodity price modelling, and applied economic research on sectors ranging from biotech to heavy manufacturing to telecoms. In addition to numerous recurring bespoke sales and output forecasts for industries as diverse as machine tools and consumer packaging, recent consulting assignments have included the drivers of competitiveness in the chemical sector, forward-looking analyses of high-growth sectors across a range of emerging economies, and the ways in which digital technologies are transforming economic activity across manufacturing and service sectors.

Prior to joining Oxford Economics, Jeremy ran his own consulting firm based in Montreal, Canada providing a variety of economic analysis and forecasting services related to commodity prices, competitiveness, and the Canadian and US economic outlooks for the Washington, DC-based Manufacturers Alliance for Productivity and Innovation, as well as serving as economic research director for the Montreal-based Institute for Research on Public Policy.

Born and raised in Washington, DC, Jeremy was educated at the University of Pennsylvania and McGill University, where he received his MA in Economics summa cum laude. He also speaks fluent French.

Managing Director, Industry Services