Ai Spending

Vantage’s 1.4GW Texas campus makes grid contracts the real data center schedule

Vantage’s $25B “Frontier” plan in Texas lands as PwC sizes AI data center spend at $31.6T through 2050 and Frontier buyers add $915M more carbon removal demand.

AI could raise enterprise IT costs by as much as 75% in less than a decade

Bain sees AI lifting IT costs up to 75% in under a decade. Deloitte, KPMG, DOT and Dell show where spend is shifting: models, control, and infrastructure lead t

Cloud is set to take 26% of IT budgets, and hiring is shifting toward platforms

Foundry’s 2026 cloud survey and Robert Half’s 2026 salary data point to the same reality: cloud and AI delivery is now a platform-and-governance staffing proble

U.S. financial services tech budgets set to hit $495B in 2026, 17.1% of all U.S. tech spend

Forrester pegs U.S. financial services tech budgets at $495B in 2026, or 17.1% of total U.S. tech spend. Circana-tracked H1 B2B spending hit $35.3B, a checkpoint on AI foundations and controls spending.

Alphabet’s $5.9B Q2 cash burn is turning AI infrastructure into a CFO-led capex fight in 2026

After Alphabet reported a $5.9B Q2 cash burn and lifted its 2026 spending outlook by $15B, enterprises are seeing tougher ROI gates for GPU and data-center buys

AI capex scrutiny is reshaping how enterprise buyers justify tech spending

Wall Street's $890B single-day tech wipeout signals a new era of ROI pressure on AI infrastructure decisions.

Enterprise AI spending is maturing fast, and the hidden costs are catching teams off guard

Gartner, Mavvrik, and Deloitte data show AI budgets are shifting from training to operations, while surprise costs derail a quarter of projects.

Samsung chip profit soared 250-fold this earnings season, and AI infrastructure spending shows no sign of slowing

AI hardware demand drove Samsung's chip unit to a 250-fold profit surge, while Palantir, Cloudflare, and Hon Hai posted outsized results, splitting the enterpr

HCLTech's Advanced AI revenue jumps 62% as record $2.4B bookings quarter signals enterprise AI spending is accelerating

HCLTech posted record Q1 bookings of $2.4B and 62% Advanced AI revenue growth, anchored by a $1.14B digital workplace deal and a $370M AI data center bet.

60% of agentic AI costs go to response refinement, and most enterprises are already over budget

McKinsey finds 93% of enterprise AI teams exceed their budgets, with response refinement alone consuming 60% of agentic AI spend.

Enterprise AI spending hits a wall: companies ration tokens, redirect budgets

Major enterprises including Uber, Meta, and Salesforce are rationing AI access and redirecting employees to cheaper tools as token costs rise.

AI budgets are burning out before year-end, and CFOs are rethinking every token

Enterprise AI costs are outpacing value, with annual budgets exhausted in months and CFOs now weighing headcount against token spend.

Enterprise AI hits an inflection point as companies rein in spending and demand real results

OpenAI reports enterprise now tops 40% of revenue, but a growing efficiency push among corporate users is reshaping how AI budgets are managed.

Enterprise AI moves from pilot to infrastructure as agentic platforms define the next buying cycle

Enterprise AI spending is accelerating fast, and agentic platforms are raising the bar on what production-ready deployment actually requires.

How AI Is Transforming Private Equity Deal Evaluation and Portfolio Strategy

Artificial intelligence is rapidly transforming how organizations evaluate risk, analyze markets, and drive operational efficiency. In financial services alone, global AI spending is projected to surpass $97 billion by 2027, reflecting how deeply data-driven technologies are reshaping decision-making. For private equity firms—where hundreds of potential investments may be screened each year—the ability to analyze information…

A Year in Review with Weston LaBar

“The supply chain is an ecosystem, only as strong as its weakest link. Solutions need to benefit everyone, and that’s where technology and data come into play.” The supply chain story of 2021 was, unfortunately, a sequel to 2020. The weaknesses linger, but the future can be different by applying data and modernizing the framework….