The content team at the MSP Summit site tracks stories of interest to the managed services provider community. Anyone selling managed services or partnering with MSPs will want to know about these developing stories or catch up on stories they have missed. All links are current as of May 25.
Gartner Forecasts Worldwide AI Spending to Grow 47% in 2026
Worldwide spending on AI is forecast to total $2.59 trillion in 2026, a 47% increase year-over-year, according to Gartner. Gartner projects AI infrastructure to account for 45% of that ($1.4 trillion) with AI services to take the next largest piece of the pie with $585 billion. The analyst firm forecasts AI spending to hit $3.49 in 2027. See the Gartner press release.
Jensen Huang Touts New $200B Market for Nvidia
After Nvidia posted another record-breaking quarter with $81.6 billion in revenue and forecast $91 billion for the next, CEO Jensen Huang said he’s found a “brand new $200 billion TAM” for his chip company. That new windfall will come from Nvidia’s new Vera CPU, Huang said. Read the TechCrunch story.
Jury Ruling in Musk Lawsuit Favors OpenAI
OpenAI’s court victory over Elon Musk is likely to significantly bolster OpenAI as it prepares for an IPO expected later this year. A swift end to the three-week trial of the lawsuit brought by Musk is just what OpenAI could have hoped for. What will it mean for Musk and the planned SpaceX IPO? Michael Bennett, a lawyer and associate vice chancellor for data science and AI strategy at the University of Illinois Chicago, said the decision is unlikely to change many minds about either company, Musk, or OpenAI CEO Sam Altman. Read the AI Business story.
Anthropic Claude No. 1 AI Model in April, Beats OpenAI’s GPT
Anthropic’s Claude models passed OpenAI’s GPT suite in business adoption last month for the first time, according to an analysis by fintech platform supplier Ramp. Anthropic adoption rose 3.8% in April to 34.4% of businesses while OpenAI adoption fell 2.9% to 32.3%, according to the Ramp AI Index. Overall AI adoption rose 0.2 percentage points to 50.6% in April. Read the Ramp AI Index blog.
Demand for AI Visibility Presents Channel Opportunity
Customer appetite for AI tools and services has been growing at a rate that outpaces their ability to deploy the technology according to research from Logicalis. Of more than 1,000 CIOs surveyed globally, 96% expressed concerns about sensitive data being leaked, with similar numbers worried that customer trust could be undermined by AI-fueled errors and breaches. Read the Microscope story.
Dell AI Partner Program Revamp Rewards Systems Integrators
Dell made channel changes during Dell Technologies World this week as part of a broader push to help companies surmount AI adoption hurdles. Its retooled partner program will strengthen customer outcome incentives and reward advisory services that lead to sales. Dell will roll out premium rebates for select products, starting in August, and will begin crediting systems integrators and advisories for transactions involving multiple sellers at that time. Read the Channel Dive story.
IBM Red Hat Cloud Services Take Aim at AI Inference Costs and VM Modernization
IBM launched two new managed services on IBM Cloud: Red Hat AI Inference on IBM Cloud and Red Hat OpenShift Virtualization Service on IBM Cloud. The services are targeted towards enterprises that want to move AI into real production and rethink how they manage virtual machines across hybrid cloud environments. Read the ChannelE2E story.