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

Sean Metcalfe

Sean is an Associate Director on the Industry team, where he forecasts the utility sector, helps shape the team’s views on the Global Industrial outlook and oversees the climate-related enhancements being made to the Global Industry Model.

Prior to joining Oxford Economics, Sean spent two years working for RBB Economics as a competition economist. At RBB he was involved in the economic assessment of competition cases across a range of industries, including antitrust investigations in the telecommunications sector.

Sean holds an MSc in Economics from the London School of Economics and a BSc in Economics from the University of York.

Associate Director