A new Big Tech spending survey shows that Microsoft and Nvidia stand out as the biggest winners as companies expand their technology budgets. Morgan Stanley conducted the survey by asking over 100 CIOs and IT leaders worldwide about their plans for 2025.
Results from the Big Tech spending survey reveal that businesses continue to spend heavily on cloud computing and artificial intelligence, even with economic uncertainty. Microsoft and Nvidia top the list of vendors expected to see the most budget growth.
Big Tech Spending Survey Highlights Cloud and AI Focus
Most CIOs named artificial intelligence and cloud services as their top priorities. Microsoft has strengthened its role as a trusted cloud partner through Azure and its growing suite of AI tools.
Nvidia leads in AI hardware. Its GPUs power machine learning and generative AI projects at a massive scale. Many respondents said they plan to dedicate a bigger share of their budgets to Nvidia to meet the rising demand for AI.
Enterprise Budgets Keep Growing
More than 60% of CIOs said they will grow their IT budgets by at least 3% in 2025. This increase shows that companies view technology as essential to their operations.
Other vendors often mentioned in the Big Tech spending survey include Amazon Web Services, ServiceNow, and Palo Alto Networks. But none matched the frequency of mentions for Microsoft and Nvidia when CIOs named top spending targets.
Microsoft and Nvidia Positioned for Gains
The Big Tech spending survey reflects a broader shift across industries. As more companies adopt AI tools and move workloads to the cloud, Microsoft and Nvidia are set to benefit the most.
Investments in secure cloud platforms, AI infrastructure, and cybersecurity will likely remain strong in 2025. These trends create a promising environment for these leaders to grow revenue and expand their influence.
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