AI-Fueled Spending on Infrastructure Services Soars, Driving Americas Tech Market to New High in Q3: ISG Index™
Business Wire•13/10/2026•09:02 ET
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Key Highlights
- ➤Combined Americas tech-services ACV reached record $27.5 billion, up 61 percent
- ➤Cloud infrastructure services ACV surged 129 percent to record $18.1 billion
- ➤XaaS ACV doubled to $21.6 billion, driven by AI infrastructure demand
- ➤Managed services ACV fell 6 percent to $6.0 billion
- ➤ISG raised 2026 XaaS growth forecast to 60 percent from 30 percent
Expert Statements
Todd Lavieri, ISG vice chairman and president of ISG Americas and Asia Pacific
“The infrastructure market is just exploding”
Todd Lavieri, ISG vice chairman and president of ISG Americas and Asia Pacific
“We’ve never seen anything like it.”
Todd Lavieri, ISG vice chairman and president of ISG Americas and Asia Pacific
“And it’s not just infrastructure. Software services demand is also booming, as platforms become one of the primary distribution layers for AI”
Todd Lavieri, ISG vice chairman and president of ISG Americas and Asia Pacific
“Enterprises still need managed services as a cost lever to fund AI and improve the bottom line, but right now, the big bets are being placed on cloud infrastructure, as both the frontier AI providers and enterprises build out their AI capabilities.”
AI-Fueled Spending on Infrastructure Services Soars, Driving Americas Tech Market to New High in Q3: ISG Index™
Demand for cloud infrastructure services soars 129 percent; managed services down
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