Enterprise AI Spending Isn’t Shrinking — It’s Getting Sharper

[cryptoenthusiast]

After years of pilots and proofs of concept, enterprises are preparing to move past experimentation and into execution. Investors overwhelmingly expect AI budgets to grow in 2026 — but not evenly. Instead of spreading spend across dozens of tools, companies are beginning to concentrate investment on a smaller number of platforms that have clearly proven value.

According to enterprise-focused VCs, this marks a turning point. As Andrew Ferguson of Databricks Ventures put it, enterprises are ready to cut redundant tools, eliminate overlapping pilots, and redirect budgets toward AI systems that actually deliver results. The takeaway: more money is coming into AI, but only a few vendors will capture it.

[96f402f86e]

more budget but fewer winners makes a lot of sense tbh