Monday Morning Impact – November 10

Published On: November 9, 2025Categories: Buzz

Gartner Says AI-Optimized IaaS Is Poised to Become the Next Growth Engine for AI Infrastructure

AI-optimized infrastructure as a service (IaaS) is emerging as the next disruptive growth engine for AI infrastructure. As a result, end-user spending is projected to grow 146% by the end of 2025, according to Gartner, Inc. End user spending on AI-optimized IaaS is projected to total $37.5 billion in 2026. Inferencing workloads are expected to become a dominant force for AI optimized IaaS.

The AI-optimized IaaS market includes spending on high-performance computing (HPC) resources—such as graphics processing units (GPUs), application-specific integrated circuits (ASICs), and other AI accelerators—designed for large-scale AI processing.

“Traditional IaaS is maturing, however AI-optimized IaaS spending growth projections are higher than that of traditional IaaS over the next five years,” said Hardeep Singh, Principal Analyst at Gartner. “As organizations expand their use of AI and GenAI, they will need specialized infrastructure such as GPUs, tensor processing units (TPUs) or other AI ASICs, high-speed networking and optimized storage for fast parallel processing and data movement. As such, traditional central processing unit (CPU)-based IaaS will face significant challenges in meeting these demands.”

Gartner estimates worldwide end-user spending on AI-optimized IaaS will total $18.3 billion by the end of 2025 and $37.5 billion in 2026.

As AI adoption scales across industries, inferencing workloads will become a dominant force driving demand for AI-optimized IaaS. Gartner projects end-user spending on inferencing to take over that of training-intensive workloads in 2026. Spending on inference-focused applications is expected to reach $20.6 billion, up from $9.2 billion in 2025. In 2026, 55% of AI-optimized IaaS spending will support inference workloads and it is projected to reach more than 65% in 2029.

“Unlike training which involves intensive, large-scale compute cycles that occur during model development and ongoing updates, inference happens continuously — powering real-time applications such as chatbots, recommendation engines, fraud detection systems and industry-specific applications,” said Singh.

Gartner clients can read more in “Forecast Analysis: AI-Optimized IaaS and Tech Disruption Curve: AI-Optimized IaaS to Drive the Next Growth Wave.”

Channel Impact®
The data point to trends that may bring significant opportunities to channel partners in future quarters.

Key Shifts in Cybersecurity Trends Examined in New CompTIA Report

The cybersecurity landscape is being reshaped by forces that simultaneously create greater efficiencies and stronger protections, but expand the attack surface that must be defended, according to a new report from CompTIA, a suburban Chicago-based industry association.

The report entitled, “State of Cybersecurity 2025,” reveals that 81% of survey respondents rate cybersecurity as a high priority within their organization. This prioritization is reflected in hiring intent. There were over 514,000 U.S. employer job postings in a 12-month period for dedicated cybersecurity roles and technology-adjacent positions with a high concentration of cybersecurity skills, a 9% increase from the previous 12 months.

“The scope is broader, and the stakes higher,” said Seth Robinson, vice president, industry research at CompTIA. “Organizations that succeed will be those that align cybersecurity strategy with business objectives, prioritize skill development and embed security into every layer of their digital architecture.”

Business and technology professionals acknowledge that artificial intelligence (AI), operational technologies (OT), data security, and other factors are impacting risk assessment, cybersecurity policies and skills development.

Companies are proceeding cautiously with their use of AI. The report finds that 70% of firms place themselves in an early education phase or a stage of testing AI implementation on low-priority systems. The go-slow approach is due in part to skills gaps in using AI tools, identified by 45% of firms, and in basic cybersecurity topics (43%). From a cybersecurity standpoint, there is a relatively even split between those organizations focused on using AI to prioritize internal improvements (37%) and those defending against new threats (31%).

The digitization of building management functions and physical security systems has moved OT beyond its traditional domains of critical infrastructure and manufacturing. That has elevated the level of concern about the vulnerability of OT architecture. In the CompTIA survey 58% of firms said they have a high focus on OT and 36% characterized their focus as moderate. This heightened focus is reflected in increased cooperation, communication and training for OT and IT teams. Companies are also ramping up their OT teams. CompTIA’s analysis of Lightcast job posting data shows that there were over 184,000 OT job postings in 2024, with significant growth in OT security since 2020.

The abundance of data is another factor that is prompting new approaches to cybersecurity. Many companies are creating dedicated teams or individuals for handling data activities. This is most common for data security, where 66% of companies have dedicated employees, compared to other high-profile activities such as database administration (60%) and data analytics (58%).

Options under consideration to develop more robust cybersecurity skills include new hiring (56%), training current employees (54%), certifying current employees (48%), expanding the use of third parties (46%) and exploring new use of third parties (42%). While each of these activities may deliver some positive results, employers would be wise to take a multi-pronged approach to developing cybersecurity talent, according to Robinson.

“Businesses need a pipeline of early-career talent, reskilled employees from other disciplines and cross-functional training to bridge skill gaps and allow for career growth,” he said.

Channel Impact®
“State of Cybersecurity 2025” explores how AI, OT, data and other factors are altering the landscape.

Huntress Chooses Sherweb as First Cybersecurity Distribution Partner

Huntress, a Maryland-based cybersecurity company, has announced its first distributor partnership with Sherweb, a global cloud distributor. Through this partnership, all Huntress products will be available in the Sherweb Marketplace for MSPs. Huntress products—including Endpoint Detection and Response (EDR), Identity Threat Detection and Response (ITDR), Security Information and Event Management (SIEM), and Security Awareness Training (SAT)— have also been added to the portfolio.

“This partnership with Huntress is a natural fit, as we both share a deep commitment to empowering MSPs,” said Matthew Cassar, Co-CEO of Sherweb. “Together, we’re helping IT solution providers protect clients of all sizes and adapt to the industry’s fast-changing demands.”

Huntress products will be available on the Sherweb Marketplace soon.

Channel Impact®
The partnership marks a significant milestone for Huntress as it continues to scale its go-to-market strategy globally.

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