John Furrier and Dave Vellante discuss the AI spending frenzy and enterprise ROI in the latest episode of theCUBE Pod.AI play_arrow

    On theCUBE Pod: The memory bottleneck, AI stays frothy and the year of ROI reckoning

    The artificial intelligence spending frenzy has reached such a point that a company without an actual product can raise a billion dollars — but investors are seeking a return on their investment this year. TheCUBE’s experts believe that 2026 is the year of enterprise ROI. OpenAI Group PBC just reached a ...


      AI

      TheCUBE Research 2026 predictions: The year of enterprise ROI

      Observers commonly say that artificial intelligence is still in the “early innings.” The reality is AI is much further along than many acknowledge. In 2012, AlexNet was a watershed deep learning moment when massive and freely available internet datasets met Nvidia Corp.'s graphics processing units. This is what truly kicked off the ...