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332 | Breaking Analysis | Can enterprise AI pay for the boom?
October 30, 2026
Enterprise AI spending is soaring, but the financial payoff remains uncertain. In the latest episode of Breaking Analysis, theCUBE Research’s Dave Vellante and Crawford del Prete, former president of IDC and now senior adviser at PSG Equity, examine whether productivity gains can translate into meaningful returns for businesses investing heavily in AI.
The conversation explores why improvements in individual tasks aren’t necessarily boosting company profits. Vellante and del Prete discuss the productivity J-curve, changing software business models and ...Read more