NNorthwind2 / 3
WHAT’S GROWING, WHAT’S SHRINKING
AI is being paid for by infrastructure.
AI & data+9
Security+4
Cloud+2
Applications−3
Infrastructure−7
Outsourced run−5
Change in share of IT budget, 2026 → 2027, points
NNorthwind3 / 3
So what for your 2027 plan?
1Fund AI from run savings, not new budget.
2Put security in every AI business case.
3Renegotiate run contracts before Q1.
Full survey: link in comments