Everyone's celebrating (https://www.cnbc.com/2026/07/14/consumer-price-index-inflation-report-june-2026.html) and the Fed getting inflation under control. But the real story is buried in enterprise IT allocation shifts: companies are reallocating software budgets to fund AI infrastructure. This may be structural, not cyclical. The AI boom was supposed to *expand* IT spending. Instead, it appears to be *reallocating* it. Companies have fixed capex pools—they're not magical.

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