""As long as that aggressive investment continues by hyperscalers and service providers..., that will provide a certain level of resilience and will cushion some of the impact of any slowdown," Minton said."
""There are still areas of discretionary spending, new projects, certain digital transformation, project-oriented engagements [that] could be put on hold until 2027, [and] even more device upgrades [that] could be held over until next year," he said."
Hyperscalers and service providers are making aggressive investments that will help cushion the impact of economic slowdowns. The ongoing war has exacerbated the economic situation, leading CIOs to prioritize efficiency in current projects. Despite challenges, AI investments are expected to remain strong in the near term. However, some discretionary spending, new projects, and digital transformation initiatives may be delayed until 2027, with device upgrades potentially postponed until next year.
Read at Computerworld
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