Drawing on decades of observing technology adoption cycles, I see the rest of 2025 as a year when the groundwork laid in the past few years begins to bear fruit, but not without its share of new challenges and pivotal decisions for industry leaders.

There will be a return to growth, driven by AI and the cloud. The tech industry anticipates a 9.3% increase in global IT spending. AI will drive this resurgence as enterprises rapidly shift from pilot projects to full-scale production deployments. The cloud, too, remains a critical enabler, allowing companies to scale AI initiatives, enhance cybersecurity, and deliver new customer experiences at unprecedented speed.

Want to learn more about Tim Bajarin’s 2025 thoughts on the topics of the semiconductor market, geopolitics, regulation, the consumer landscape and strategic priorities for tech leaders? Click here