Dr. Howard A. Rubin

That is the collision illustrated in this cartoon. Most companies cannot indefinitely grow technology spending at 10%, 15%, 20%, 30% or even 50% when their revenues, operating margins and the economies in which they operate are growing at only a fraction of those rates.

And the affordability problem is actually worse than the headline spending forecasts suggest.

Enterprises simultaneously face the economic headwinds: IT inflation; AI premiums; rising compute, server and memory costs; cybersecurity; energy and datacenter requirements; technical debt; scarce technology talent; software and cloud price escalation; regulatory and control costs; and the continuing expense of maintaining yesterday’s technology while financing tomorrow’s.