{"id":31172,"date":"2025-09-26T14:33:47","date_gmt":"2025-09-26T12:33:47","guid":{"rendered":"https:\/\/www.cloudmagazin.com\/2026\/04\/03\/gartner-2026-des-depenses-de-deux-billions-de-dollars-pour-lia\/"},"modified":"2026-06-22T13:44:32","modified_gmt":"2026-06-22T11:44:32","slug":"gartner-2026-des-depenses-de-deux-billions-de-dollars-pour-lia","status":"publish","type":"post","link":"https:\/\/www.cloudmagazin.com\/fr\/2025\/09\/26\/gartner-2026-des-depenses-de-deux-billions-de-dollars-pour-lia\/","title":{"rendered":"Gartner : 2026, des d\u00e9penses de deux billions de dollars pour l&rsquo;IA"},"content":{"rendered":"<p style=\"color:#6190a9;font-size:0.9em;margin:0 0 16px;padding:0\">3 min de lecture<\/p>\n<p><strong>Les augures de Gartner pr\u00e9voient des d\u00e9penses mondiales en IA de pr\u00e8s de 1,5 billion de dollars en 2025. D\u00e8s 2026, elles devraient franchir la barre des deux billions. Il ne saurait plus \u00eatre question d\u2019un engouement passager  &#8211;  Gartner place ainsi l\u2019IA au m\u00eame niveau qu\u2019Internet et le cloud computing.<\/strong><\/p>\n<p>Selon Gartner et <a href=\"https:\/\/www.computerwoche.de\/article\/4058558\/gartner-ki-ausgaben-erreichen-dieses-jahr-15-billionen-dollar.html\">Computerwoche<\/a>, les principaux moteurs de la forte croissance des d\u00e9penses en intelligence artificielle, y compris la GenAI, sont l\u2019int\u00e9gration dans les smartphones et les PC ainsi que l\u2019infrastructure sous-jacente.<\/p>\n<p>Les analystes am\u00e9ricains de Gartner tablent sur des d\u00e9penses mondiales en IA de pr\u00e8s de 1,5 billion de dollars en 2025. D\u00e8s 2026, celles-ci devraient d\u00e9j\u00e0 d\u00e9passer les deux billions de dollars. Cela repr\u00e9senterait environ le triple du budget f\u00e9d\u00e9ral allemand pr\u00e9vu pour 2026, soit environ 520,47 milliards d\u2019euros, et plus du double des d\u00e9penses en IA de 987,9 milliards de dollars en 2024.<\/p>\n<h2>Les hyperscalers investissent massivement<\/h2>\n<div id=\"attachment_26577\" style=\"width: 260px\" class=\"wp-caption alignright\"><a href=\"https:\/\/www.cloudmagazin.com\/fr\/wp-content\/uploads\/2025\/09\/pexels-energepic-com-27411-159888-scaled.jpg\"><img decoding=\"async\" loading=\"lazy\" aria-describedby=\"caption-attachment-26577\" class=\"wp-image-26577 size-medium\" src=\"https:\/\/www.cloudmagazin.com\/wp-content\/uploads\/2025\/09\/pexels-energepic-com-27411-159888-250x188.jpg\" alt=\"\" width=\"250\" height=\"188\" srcset=\"https:\/\/www.cloudmagazin.com\/wp-content\/uploads\/2025\/09\/pexels-energepic-com-27411-159888-250x188.jpg 250w, https:\/\/www.cloudmagazin.com\/wp-content\/uploads\/2025\/09\/pexels-energepic-com-27411-159888-700x525.jpg 700w, https:\/\/www.cloudmagazin.com\/wp-content\/uploads\/2025\/09\/pexels-energepic-com-27411-159888-768x576.jpg 768w, https:\/\/www.cloudmagazin.com\/wp-content\/uploads\/2025\/09\/pexels-energepic-com-27411-159888-1536x1152.jpg 1536w, https:\/\/www.cloudmagazin.com\/wp-content\/uploads\/2025\/09\/pexels-energepic-com-27411-159888-2048x1536.jpg 2048w, https:\/\/www.cloudmagazin.com\/wp-content\/uploads\/2025\/09\/pexels-energepic-com-27411-159888-120x90.jpg 120w\" sizes=\"auto, (max-width: 250px) 100vw, 250px\" \/><\/a><\/p>\n<p id=\"caption-attachment-26577\" class=\"wp-caption-text\">D\u2019ici 2028, pratiquement aucun smartphone, tablette ou PC ne sera livr\u00e9 sans IA. Source de l\u2019image : Pexels \/ energepic.com<\/p>\n<\/div>\n<p>\u00ab Nous anticipons une expansion continue des investissements dans les infrastructures d\u2019IA. Les grands hyperscalers continuent d\u2019injecter massivement des fonds dans des centres de donn\u00e9es \u00e9quip\u00e9s de mat\u00e9riel optimis\u00e9 pour l\u2019IA et de GPU, afin de d\u00e9velopper leurs services \u00e0 grande \u00e9chelle \u00bb, rapporte Computerwoche citant John David Lovelock, vice-pr\u00e9sident de Gartner. Aucune entreprise ne peut plus se permettre d\u2019ignorer l\u2019IA.<\/p>\n<p>Il ajoute : \u00ab Le paysage des investissements dans le domaine de l\u2019IA d\u00e9passe d\u00e9sormais largement les g\u00e9ants technologiques am\u00e9ricains traditionnels. De plus en plus d\u2019entreprises chinoises et de nouveaux fournisseurs de services cloud d\u2019IA entrent sur le march\u00e9. Parall\u00e8lement, l\u2019engagement soutenu des investisseurs en capital-risque en faveur des entreprises d\u2019IA donne un \u00e9lan suppl\u00e9mentaire aux d\u00e9penses mondiales en IA. \u00bb<\/p>\n<p>En 2024, la majorit\u00e9 des d\u00e9penses en IA concernaient encore les services, mais en 2025, les smartphones dot\u00e9s de GenAI se sont d\u00e9j\u00e0 hiss\u00e9s en t\u00eate. Selon les pr\u00e9visions de Gartner, ceux-ci repr\u00e9senteront en 2026 pr\u00e8s de 400 milliards de dollars, soit la plus grande part des d\u00e9penses mondiales en IA, suivis par les serveurs optimis\u00e9s pour l\u2019IA, y compris les acc\u00e9l\u00e9rateurs, les services d\u2019IA et les puces d\u00e9di\u00e9es \u00e0 l\u2019IA.<\/p>\n<h2>Les serveurs optimis\u00e9s pour l\u2019IA d\u00e9passeront bient\u00f4t les serveurs traditionnels<\/h2>\n<p>Lovelock qualifie de particuli\u00e8rement frappante l\u2019\u00e9volution attendue des serveurs optimis\u00e9s pour l\u2019IA (avec acc\u00e9l\u00e9rateurs GPU et non-GPU). Cette part des d\u00e9penses mondiales en IA devrait plus que doubler entre 2024 et 2026 : \u00ab Le montant des d\u00e9penses \u00e0 cet \u00e9gard est vertigineux, si l\u2019on consid\u00e8re que pratiquement tout dans le monde fonctionne aujourd\u2019hui sur des serveurs traditionnels  &#8211;  qu\u2019il s\u2019agisse du syst\u00e8me bancaire, du syst\u00e8me Visa pour les voyages, ou de tous les services propos\u00e9s par Amazon, Microsoft, Google, Tencent, Alibaba ou Baidu \u00bb. Selon lui, en 2027 et 2028, davantage d\u2019argent sera investi dans ces serveurs optimis\u00e9s pour l\u2019IA que dans les serveurs traditionnels.<\/p>\n<p>La demande en serveurs, que ce soit pour les banques, les maisons de commerce ou les hyperscalers, reste toutefois inchang\u00e9e et \u00e9lev\u00e9e. Les serveurs GenAI g\u00e9n\u00e8rent principalement de nouveaux march\u00e9s et ne cannibalisent pas les investissements existants ou autres dans ce domaine.<\/p>\n<div style=\"margin:32px 0;flex-wrap:wrap;gap:12px\">\n<div style=\"flex:1;min-width:160px;background:#004a59;border-radius:10px;padding:24px 20px;color:#fff\">\n<div style=\"font-size:0.65em;text-transform:uppercase;letter-spacing:1.5px;color:#0bb7fd;border-bottom:2px solid #0bb7fd;padding-bottom:8px;margin-bottom:12px\"><\/div>\n<div style=\"font-size:clamp(1.5em,5vw,2.4em);font-weight:800;color:#0bb7fd;line-height:1\">520,47 milliards d&rsquo;euros<\/div>\n<div style=\"font-size:0.8em;margin-top:8px;opacity:0.8;line-height:1.3\">et plus du double des d\u00e9penses en IA de 987,9<\/div>\n<\/div>\n<div style=\"flex:1;min-width:160px;background:#002535;border-radius:10px;padding:24px 20px;color:#fff\">\n<div style=\"font-size:0.65em;text-transform:uppercase;letter-spacing:1.5px;color:#0bb7fd;border-bottom:2px solid #0bb7fd;padding-bottom:8px;margin-bottom:12px\"><\/div>\n<div style=\"font-size:clamp(1.5em,5vw,2.4em);font-weight:800;color:#0bb7fd;line-height:1\">987,9 milliards de dollars<\/div>\n<div style=\"font-size:0.8em;margin-top:8px;opacity:0.8;line-height:1.3\">en 2024. Les hyperscalers investissent massivement Jusqu&rsquo;\u00e0<\/div>\n<\/div>\n<div style=\"flex:1;min-width:160px;background:#00364a;border-radius:10px;padding:24px 20px;color:#fff\">\n<div style=\"font-size:0.65em;text-transform:uppercase;letter-spacing:1.5px;color:#0bb7fd;border-bottom:2px solid #0bb7fd;padding-bottom:8px;margin-bottom:12px\"><\/div>\n<div style=\"font-size:clamp(1.5em,5vw,2.4em);font-weight:800;color:#0bb7fd;line-height:1\">400 milliards de dollars<\/div>\n<div style=\"font-size:0.8em;margin-top:8px;opacity:0.8;line-height:1.3\">repr\u00e9senteront la plus grande part des d\u00e9penses mondiales en IA.<\/div>\n<\/div>\n<\/div>\n<figure style=\"margin:36px 0;padding:0;\">\n<blockquote style=\"position:relative;margin:0;padding:30px 34px 28px;background:linear-gradient(135deg,#013a47 0%,#004a59 100%);border-radius:12px;box-shadow:0 10px 30px rgba(0,40,60,0.18);overflow:hidden;\"><p>\n<span aria-hidden=\"true\" style=\"position:absolute;right:22px;top:6px;font-family:Georgia,serif;font-size:90px;line-height:1;color:#0bb7fd;opacity:0.18;\">&rdquo;<\/span><\/p>\n<div style=\"font-family:'SF Mono','Monaco','Consolas',monospace;font-size:10.5px;color:#0bb7fd;letter-spacing:0.18em;text-transform:uppercase;margin-bottom:13px;\">\/\/ L&rsquo;essentiel<\/div>\n<p style=\"margin:0;font-size:1.15em;line-height:1.6;color:#f2fafd;font-weight:500;position:relative;\">En 2024, la majorit\u00e9 des d\u00e9penses en IA concernaient encore les services, mais en 2025, les smartphones dot\u00e9s de GenAI se sont d\u00e9j\u00e0 hiss\u00e9s en t\u00eate.<\/p>\n<\/blockquote>\n<\/figure>\n<h2>L\u2019IA dans le mat\u00e9riel grand public reste un \u00ab accessoire \u00bb<\/h2>\n<p>Pour les PC dot\u00e9s d\u2019IA, la situation est diff\u00e9rente : l\u2019intelligence artificielle y est principalement vendue en accompagnement et non sp\u00e9cifiquement \u00e0 la demande des clients. Aujourd\u2019hui, lorsqu\u2019un client ach\u00e8te un PC, il cherche le mod\u00e8le qui correspond \u00e0 son budget et ne recherche pas sp\u00e9cialement des appareils optimis\u00e9s ou compatibles avec l\u2019IA. Il en va de m\u00eame pour les smartphones dot\u00e9s de fonctions d\u2019IA. De nombreux utilisateurs ne savent pas encore quoi en faire, pourtant, selon Gartner, ce segment deviendra le plus important en mati\u00e8re d\u2019IA en 2025 et 2026.<\/p>\n<p>En d\u00e9finitive, l\u2019IA est in\u00e9vitable. \u00ab Nous ne sommes plus dans une situation o\u00f9 l\u2019on discute pour savoir si l\u2019IA va arriver ou non \u00bb, d\u00e9clare Lovelock. En effet, d\u2019ici 2028, il sera pratiquement impossible d\u2019acheter un t\u00e9l\u00e9phone portable, un PC, une tablette ou un ordinateur portable sans que cette technologie ne soit int\u00e9gr\u00e9e d\u2019une mani\u00e8re ou d\u2019une autre.<\/p>\n<p>&nbsp;<\/p>\n<p style=\"text-align: right\"><em>Source de l&rsquo;image : Pexels \/ Tara Winstead<\/em><\/p>\n<h3>Pour aller plus loin sur cloudmagazin.com<\/h3>\n<ul>\n<li><a href=\"https:\/\/www.cloudmagazin.com\/fr\/2025\/10\/17\/depenses-cybersecurite-allemagne-ia-cloud\/\">Les d\u00e9penses en cybers\u00e9curit\u00e9 en Allemagne augmentent de deux chiffres<\/a><\/li>\n<li><a href=\"https:\/\/www.cloudmagazin.com\/fr\/2026\/02\/03\/600-milliarden-dollar-fuer-ki-infrastruktur-und-am-ende-zahlen-sie-die-rechnung\/\">600 milliards de dollars pour l\u2019infrastructure IA  &#8211;  et c\u2019est vous qui payez la facture<\/a><\/li>\n<li><a href=\"https:\/\/www.cloudmagazin.com\/fr\/2025\/12\/09\/deux-tiers-des-allemands-exigent-de-lelectricite-verte-pour-les-nouveaux-centres\/\">Deux tiers des Allemands exigent de l\u2019\u00e9lectricit\u00e9 verte pour les nouveaux centres de donn\u00e9es IA<\/a><\/li>\n<\/ul>\n<p><strong>Pour en savoir plus :<\/strong> <a href=\"https:\/\/mybusinessfuture.com\/fr\/category\/kuenstliche-intelligenz\/\" target=\"_blank\" rel=\"noopener\">Autres articles sur mybusinessfuture<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"Les augures de Gartner pr\u00e9voient des d\u00e9penses mondiales en IA de pr\u00e8s de 1,5 billion de dollars en 2025. D\u00e8s 2026, elles devraient franchir la barre des deux billions. Il ne saurait plus \u00eatre question d\u2019un engouement passager &#8211; Gartner place ainsi l\u2019IA au m\u00eame niveau qu\u2019Internet et le cloud computing&#8230;. <a class=\"view-article\" href=\"https:\/\/www.cloudmagazin.com\/fr\/2025\/09\/26\/gartner-2026-des-depenses-de-deux-billions-de-dollars-pour-lia\/\">&raquo; Article<\/a>","protected":false},"author":98,"featured_media":26575,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_yoast_wpseo_meta-robots-noindex":"","_yoast_wpseo_meta-robots-nofollow":"","_yoast_wpseo_meta-robots-adv":"","_yoast_wpseo_canonical":"","_yoast_wpseo_opengraph-title":"","_yoast_wpseo_opengraph-description":"","_yoast_wpseo_opengraph-image":"","_yoast_wpseo_opengraph-image-id":0,"_yoast_wpseo_twitter-title":"","_yoast_wpseo_twitter-description":"","_yoast_wpseo_twitter-image":"","_yoast_wpseo_twitter-image-id":0,"pre_headline":"","bildquelle":"","teasertext":"","language":"de","_evm_slot_owner":"","_evm_translation_lang":"","featured_post":0,"featured_post_sortierung":0,"_wp_old_slug":[],"footnotes":""},"categories":[942],"tags":[],"industry":[],"class_list":["post-31172","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-guides"],"evm_reading_time_minutes":5,"wpml_language":"fr","wpml_translation_of":26573,"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.9 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>D\u00e9penses de deux billions : l&#039;IA en 2026 et au-del\u00e0<\/title>\n<meta name=\"description\" content=\"IA : 2 000 milliards de dollars de d\u00e9penses pr\u00e9vues d&#039;ici 2026 selon Gartner. 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