Two-thirds of companies expect moderate or major shortages of the computing power AI needs through 2028.
ISG's 2026 Infrastructure Study found 2/3 of enterprises expect moderate or major shortages of accelerated compute capacity (e.g., GPUs) through 2028. AI is seen as the biggest driver of IT infrastructure growth, with expected spending increases of 9% for AI infrastructure and 6.5% for security and resilience. Companies may shift investment toward managed service providers (MSPs) for cloud, AI, and data center facilities.
How this was made
The 30-second read
Why it matters
The study provides fresh data on expected AI compute shortages, which could shape investment decisions in AI‑related hardware and services.
Market read
The survey signals potential supply constraints for AI compute resources, a factor that may affect valuations of AI‑focused technology stocks.
What to watch
The survey does not quantify the timing of capacity expansions or the impact of emerging technologies like ASICs and edge AI.
Background
The ISG Market Lens™ 2026 Infrastructure Study surveyed 200 senior infrastructure decision‑makers about AI‑driven spending through 2028.
Ticker impact
ISG (Nasdaq: III) released a survey showing two‑thirds of enterprises expect moderate or major AI compute shortages through 2028.
likely pressure on AI‑hardware and cloud provider stocks as investors price in potential capacity shortages
The data is new but does not contain a concrete catalyst for immediate price moves; it may influence longer‑term sector sentiment.
Market effects
AI‑related semiconductor, cloud, and data‑center providers could see demand‑supply tension, prompting investors to reassess capacity forecasts.
Global enterprises across regions report similar concerns, suggesting a worldwide effect on AI hardware supply chains.
The findings may influence macro‑level AI investment outlooks and could affect equity indices with heavy AI exposure.
Counterpoint
Some analysts may argue that supply constraints will be mitigated by rapid scaling of new fab capacity and alternative chip architectures.
Key entities
- CompanyInformation Services Group
Research and advisory firm that published the AI infrastructure survey.
