从自动化到人工智能_美国科技领导者聚焦投资回报率_23页_9mb

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.