> **来源：[研报客](https://pc.yanbaoke.cn)** # 2026 KPMG US Technology Survey Summary ## Core Content The **2026 KPMG US Technology Survey** provides an in-depth look at the current state and future outlook of technology investments and digital transformation in US firms. The report highlights the growing focus on **return on investment (ROI)**, particularly in the context of AI and emerging technologies, while also identifying persistent challenges that hinder the realization of these ambitions. --- ## Main Findings ### 1. **US Firms Lead in Tech Investment and ROI** - US firms invest more in digital technology than their global counterparts, with an average annual investment of **$190 million**, compared to **$174 million** globally. - They also achieve **higher financial returns**, with **$293 million** in ROI in the past 12 months versus **$265 million** globally. - **95%** of US respondents expect **revenue growth** over the next 24 months, indicating strong optimism about the future of technology. ### 2. **Ambition vs. Reality Gap** - Despite high investment and optimism, **only 10%** of US firms report their technology implementation as **fully scaled and continuously evolving**, down from **25%** in 2024. - The **gap between aspirations and achievements** is attributed to **challenges in scaling AI**, **technical debt**, and **budget constraints**. - **47%** of US firms expect to reach full-scale AI implementation by **2026**, but the report suggests this may be **overoptimistic** due to the need for incremental validation and foundational upgrades. ### 3. **AI's Impact and Maturity** - AI is reshaping the **tech stack**, with **GenAI** and **agentic AI** driving significant interest. - **46%** of US firms have made strategic AI investments in **core business capabilities**, up from **39%** in 2024. - However, **only 31%** of firms are currently **innovating and deploying AI at scale**, slightly down from **35%** in 2024. - AI is primarily used for **business process transformation** and **IT strategy/engineering**, but has not yet **fundamentally changed business operations**. ### 4. **Tech Debt and Legacy Systems** - **40%** of US firms experience **IT glitches** due to **legacy systems**. - **56%** of respondents say that **costs to fix tech debt** are preventing new technology investments. - The report recommends a **back-to-basics approach** to address foundational IT issues before pursuing emerging technologies. ### 5. **Workforce and Talent Challenges** - The **IT talent gap** is narrowing, but **50%** of firms still face **difficulty in accessing qualified workers**, especially for AI roles. - **Only 40%** of US employees feel **left behind** by technological changes, a significant drop from **67%** in 2024. - **76%** of US employees **trust AI outputs** enough to influence strategic or operational decisions, higher than the global average of **63%**. ### 6. **Adapting to a Changing Tech Landscape** - US firms are more **resilient to change** and **proactive in strategy development**. - **57%** of US respondents report that **ineffective scenario planning** has led to negative consequences in responding to market shocks or tech shifts. - **70%** of US organizations **track tech performance** and **formally evaluate emerging technologies**, showing a focus on measurable outcomes. --- ## Key Challenges - **Technical Debt**: A major barrier to innovation and scalability. - **Budget Constraints**: Organizations are under pressure to **do more with less**, often making trade-offs that affect **security, scalability, and data standardization**. - **AI Implementation Complexity**: Projects are more complex than anticipated, especially regarding **data modernization, security, and accuracy**. - **Talent Shortages**: Despite progress, **qualified AI professionals** remain in high demand. --- ## Future Outlook ### 1. **AI-First Enterprises** - **92%** of US firms are **investing in agentic AI**, aiming to transition to a **hybrid human and digital workforce**. - **93%** expect **managing AI agents** to become a critical skill in the next **five years**. ### 2. **Quantum Computing and New Frontiers** - Quantum computing is still **immature**, but **leading firms are experimenting** with it. - It is viewed as both a **threat to current encryption** and a **solution for cybersecurity**. ### 3. **Digital Transformation Strategies** - **Adaptive strategies** are essential for navigating the complexities of digital transformation. - **Agile approaches** and **future-ready workforces** are key to transforming investments into **sustainable growth and innovation**. --- ## Conclusion The **2026 KPMG US Technology Survey** highlights the **ambitious yet uneven progress** of US firms in digital transformation. While there is strong investment and optimism, **realizing ROI** and **scaling AI** remains a challenge. The report emphasizes the need for **foundational upgrades**, **better scenario planning**, and **upskilling the workforce** to bridge the **ambition vs. reality gap** and to fully leverage the potential of emerging technologies.