CIOs will materially clamp down on AI spending in the next year (2027), creating market variability.
“Next year will be the first real clamp down that's material. That could if nothing else, it could create a lot of variability here.”
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Our resolution criterion
disputableObservable: measurable reduction in enterprise AI spending budgets or token consumption in 2027 vs 2026.
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Summaries are ours; the quote is a verbatim transcript excerpt. Our resolution criteria are editorial and disputable. How this works.