This impact varies across tech sectors. “Different sectors, different strategies,” Gogia noted. “IT hardware firms are relocating factories, AI vendors are locking in chip bundles, and software firms are rewriting contracts.”
“We see lots of uncertainty in the market, with several organizations delaying tech purchasing decisions (new contracts and discretionary spending) until there is more certainty and clarity in the market,” said Nishant Udupa, practice director at Everest Group. “In the short term, though, we see companies stockpiling parts, components, and products to avoid the impact of tariffs.”
Faisal Kawoosa, co-founder and lead analyst at Techarc said, “No decision maker would have the capacity to decide with so much volatility. As a measure, there were only two options left: buy mission-critical things before the deadline and defer others until things become clear.”
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