Market environment
Key drivers of growth on the IT market
Finance
- Growing demand for advanced technologies used in financial services;
- Growing customer expectations regarding comprehensive business and technology solutions;
- Enhancement of selected solutions with AI- and ML-based elements;
- Development in the area of omnichannel solutions;
- A rapidly changing legal environment requiring constant adaptation of IT systems;
- The growing importance of cybersecurity.
ERP
- Increased IT needs of companies resulting from digital transformation – growing demand for ERP and SFA solutions;
- Demand for advanced technological solutions alongside efforts to optimize costs – in particular, the development of cloud services, SaaS models, and AI-based solutions;
- Legal changes requiring the adaptation of IT systems;
- The need to manage vast amounts of data.
Public institutions
- Public institutions remain one of the largest consumers of IT services;
- Demand for advanced solutions where security, system reliability, and the credibility of the provider play a crucial role;
- High demand for IT solutions in the areas of social security, government and local administration, healthcare, and law enforcement;
- EU funds, including those allocated under the National Recovery and Resilience Plan, continue to support the digitization of public institutions.
Development prospects of the IT market
According to Gartner’s July 2026 forecast, global spending on information technology in 2026 will increase by 14.2% compared to the previous year and reach approximately USD 6.4 trillion. This represents an upward revision of earlier forecasts. The main driver of growth is investment in artificial intelligence, particularly in data centers, cloud infrastructure, and AI-powered software.
Data center systems will be the fastest-growing segment. Gartner forecasts that spending in this area will increase by as much as 62.5% in 2026, to approximately USD 822 billion, up from USD 506 billion in 2025. This strong growth is primarily driven by the expansion of AI infrastructure by hyperscalers and enterprises, as well as by rising demand for servers optimized for AI workloads.
Software spending is projected to rise by 15.5% in 2026, reaching approximately USD 1.5 trillion. One of the main drivers of this growth is the increasing demand for applications and platforms that utilize artificial intelligence.
In its latest forecast, Gartner also identified Infrastructure as a Service (IaaS) as a separate segment. Spending in this area is projected to grow by 29.3% to approximately USD 287 billion in 2026. IaaS, alongside data center systems, is thus among the fastest-growing segments of the market, reflecting the growing demand for cloud infrastructure used to build and scale AI solutions.
| IT spending (USD billion) | 2025 | Y/Y change | 2026 (forecast) | Y/Y change |
| Data centers | 506 | 51.6% | 822 | 62.5% |
| Hardware | 790 | 9.7% | 868 | 9.8% |
| Software | 1 271 | 13.9% | 1 468 | 15.5% |
| IT Services | 1 492 | 3.8% | 1 570 | 5.3% |
| Infrastructure as a Service (IaaS) | 222 | 25.3% | 287 | 29.3% |
| Telecommunications services | 1 296 | 3.3% | 1 354 | 4.4% |
| Total | 5 577 | 10.7% | 6 369 | 14.4% |
Source: Gartner, lipiec 2026.
Gartner emphasizes that the revision of its forecasts reflects the growing importance of investments related to artificial intelligence. The increase in spending is concentrated primarily in areas that directly benefit from AI adoption, such as data center infrastructure, cloud services, and software, while traditional market segments are growing at a more moderate pace.
At the same time, Gartner notes that spending growth is not uniform across the entire sector. IT budgets remain under pressure from inflation, supply constraints, rising hardware and memory prices, and the need to fund new AI initiatives. This means that companies are increasingly shifting spending from traditional IT areas toward infrastructure and solutions that enable the development and scaling of artificial intelligence applications.
Asseco's market position
Asseco is one of the largest international technology groups in Central and Eastern Europe, operating under the Federation model that ensures flexibility and the ability to respond quickly to market changes. Within the industry, the company stands out for the scale of its operations, its broad portfolio of proprietary solutions, and its expertise in executing large-scale transformation projects. With a presence in over 50 countries and a strong position in the CEE, SEE and DACH regions, Asseco is a key player in the digitization of the economies.
The Company’s strong market position was confirmed in the “ITwiz Best100” ranking, published in July 2025. Asseco once again emerged as the leader in digitization in Poland, achieving the top position in 7 categories of the ranking. Asseco, among other things, is the largest capital group in the IT industry, as well as the largest company with Polish capital selling its proprietary products and services. Furthermore, it topped the list in key categories such as: companies with the highest sales to large enterprises and capital groups, to the public administration and uniformed services sector, and to the banking sector. It is also a leader in terms of revenues from maintenance and integration services. These results demonstrate the effective implementation of the business strategy and a strong position in key market segments.