KPMG US AI Pulse series shows that large enterprise AI investment expectations will clearly accelerate in early 2026.


The average projected AI spending is about $114 million in Q1 2025, rising to $130 million in Q3 2025, $124 million in Q4 2025, and then to $207 million in Q1 2026.
This is an indicator for the large enterprise segment, and large enterprises are the primary consumers of hyperscaler services.
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