TD SYNNEX Report: AI Spending Is Surging, but Revenue Isn’t Keeping Pace
Business Wire•04/11/2026•09:00 ET
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Key Highlights
- ➤AI investment accelerates at 66% of partners, but only 21% generate meaningful revenue
- ➤45-point AI investment-to-revenue gap is the largest among technologies studied
- ➤Only 13% report most customer AI pilots converting into scaled production deployments
- ➤77% of surveyed resellers report growth, while 67% report improved margins
- ➤Cybersecurity investment leads at 72%, followed by cloud at 68%
Expert Statements
Patrick Zammit, CEO of TD SYNNEX
“Trust has always mattered in this business, and this year’s research reinforces that”
Patrick Zammit, CEO of TD SYNNEX
“Forty-five percent of those surveyed say existing relationships and trust are the leading reason they win competitive AI deals, ahead of technical capabilities or certifications. As technology continues to change, the partners who build on that trust and continue to expand their capabilities have a tremendous opportunity ahead.”
Jill Kermes, Corporate Vice President, Global Corporate Communications and Citizenship, TD SYNNEX
“Each year, the fifth annual Direction of Technology report highlights how the channel is responding to changing market realities”
Jill Kermes, Corporate Vice President, Global Corporate Communications and Citizenship, TD SYNNEX
“What’s particularly interesting this year is how the definition of value is shifting. The research goes beyond identifying which technologies are gaining momentum to examine what separates investment from meaningful business results. By bringing together perspectives from surveyed resellers around the world, the report provides practical insight into where opportunities are emerging, what is preventing progress and how surveyed resellers can position their businesses for long-term growth.”
TD SYNNEX Report: AI Spending Is Surging, but Revenue Isn’t Keeping Pace
Fifth annual Direction of Technology Report finds 66% of IT partners accelerating AI investment, but only 21% generating meaningful revenue from it
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