What percentage of U.S. businesses are planning technology upgrades in 2026, focusing on software, AI, and hardware?

In 2026, a substantial majority of U.S. businesses are indeed prioritizing significant technology upgrades across various sectors, particularly in software, artificial intelligence (AI), and hardware. This widespread commitment to digital transformation is underscored by the remarkable projected growth in generative AI model spending, which is expected to see an 81 percent increase in 2026. This figure highlights the intense focus businesses are placing on advanced AI capabilities as a core component of their future operational strategies.

The drive for these upgrades stems from a recognition that cutting-edge technology is crucial for maintaining a competitive edge and boosting efficiency. Many companies are not only planning to increase their overall AI investments, with some reports indicating as many as 90% of businesses intend to do so, but also actively integrating AI into various business functions. This surge in adoption reflects a broader trend of businesses leveraging technology to enhance decision-making, streamline operations, and improve customer engagement.

These planned technology upgrades encompass a wide range of innovations. Within hardware, there's a strong demand for AI-optimized servers and data center systems, with spending in this area projected to grow significantly. For software, the focus is on expanding functionality in areas like cybersecurity, databases, and AI platforms. Overall IT spending is forecast to reach trillions of dollars in 2026, demonstrating a robust commitment from businesses to invest in the infrastructure and tools necessary to thrive in an increasingly digital landscape.