Where Should Technology Vendors Place Their AI Bets? 7 Market Signals for 2027 and Beyond

Enterprises are expected to spend US$220 billion on Generative Artificial Intelligence (Gen AI) by 2030, up from US$95 billion in 2026. Amid the AI market's ascendance, technology vendors face tougher decisions about which opportunities deserve investment, where customer demand originates, and which parts of the value chain still offer room for meaningful differentiation.