When GPUs Devour the SaaS Budget

IT budgets globally are shifting from software to GPU infrastructure, with data-centre systems growing 50% and servers 30% in 2026 while software lags in single digits. Within fixed budgets, this forces hard trade-offs: SaaS seats, observability tools, and consulting contracts are being cut to fund AI compute capacity, creating structural conflicts between line-of-business software spend and platform-team GPU commitments.

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