AI Spending Forecast
Gartner forecasts global AI spending to reach nearly $1.5 trillion in 2025 and exceed $2 trillion in 2026, marking a projected increase of about 37%. This growth is anticipated to be driven by enhanced AI integration in devices and increased investment in computing infrastructure.
Taiwan Semiconductor Manufacturing
Taiwan Semiconductor Manufacturing Company (TSMC), the world’s leading chip manufacturer, is poised to benefit significantly, with expectations for AI chip revenue to grow over 50% annually through 2029. The company’s revenue surged 25% year-over-year in the fourth quarter, supported by robust demand for advanced AI chip technologies.
Apple’s AI Integration
Apple is enhancing its AI capabilities, recently signing a multiyear agreement with Alphabet to use Google’s Gemini models for deeper AI integration across its devices, including a revamped Siri set to launch in 2026. Apple’s quarterly revenue reached $102 billion for Q4 ending September 2025, up 8% year-over-year, fueled primarily by iPhone sales.
