AI Evaluation Notes

The prediction stated that IT sector orders would 'start returning' in the next one or two quarters (Q2-Q3 2025). While some reports indicated an 'uncertainty pause' or 'strategic suspension of net-new spending' starting in Q2 2025, suggesting a delay in broad order returns, other segments of the IT sector showed strong order activity. Global cloud infrastructure spending rose 22% in Q2 2025, and TSMC reported a 61% profit boost in Q2 due to surging AI and HPC orders. By Q3 2025, reports noted a 'firming of technology fundamentals'. Overall, worldwide IT spending is forecast to grow significantly in 2025. Therefore, while not a universal, immediate return across all segments, orders did start to return in specific, high-growth areas, and the broader market fundamentals began to firm within the predicted timeframe.