According to @KobeissiLetter, global AI spending is projected to rise 50% year over year to 1.48 trillion dollars in 2025 and a further 37% to 2.02 trillion dollars in 2026, with a conditional path to 3.3 trillion dollars by 2029 if economic growth persists (source: @KobeissiLetter, X, Oct 27, 2025). Gartner’s survey of nearly 250 multinationals indicates 83% plan to spend more on AI in 2026 than in 2025 and 89% plan to increase generative AI budgets, underscoring broad enterprise demand (source: Gartner survey cited by @KobeissiLetter, X, Oct 27, 2025). For traders, these growth rates keep the AI theme in focus across AI-related equities and select crypto narratives, warranting monitoring of enterprise AI budgets and capex commentary through 2026 for timing and risk management (source: @KobeissiLetter for spending projections; source: Gartner survey via @KobeissiLetter).