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The AI Supercycle: Where the Next Trillion in Tech Value Will Be Created

Дата публикации: 05-05-2026 04:00:00

These event proceedings were presented at the IDC Directions conference in Boston in April 2026.The technology industry is entering one of its most significant expansion cycles in three decades — but the drivers of growth are fundamentally different. This keynote examines the two phases of the AI supercycle: the massive global infrastructure build-out underway today and the enterprise adoption wave that will follow. Meredith Whalen (chief product, research, and delivery officer, IDC) will share IDC's latest forecasts on AI spending, the ripple effects across devices and software markets, and the shift toward agentic platforms and AI-driven services. As AI reshapes the technology ecosystem, value is moving to new layers of the stack, creating new winners and new risks for vendors. Attendees will gain a clear view of where value will accrue and how technology providers must position to capture it in the next phase of AI-driven growth.

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Abstract

These event proceedings were presented at the IDC Directions conference in Boston in April 2026.

The technology industry is entering one of its most significant expansion cycles in three decades — but the drivers of growth are fundamentally different. This keynote examines the two phases of the AI supercycle: the massive global infrastructure build-out underway today and the enterprise adoption wave that will follow. Meredith Whalen (chief product, research, and delivery officer, IDC) will share IDC's latest forecasts on AI spending, the ripple effects across devices and software markets, and the shift toward agentic platforms and AI-driven services. As AI reshapes the technology ecosystem, value is moving to new layers of the stack, creating new winners and new risks for vendors. Attendees will gain a clear view of where value will accrue and how technology providers must position to capture it in the next phase of AI-driven growth.

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