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Enterprise AI

30 articles

Where the $660B AI capex meets real business outcomes

Enterprise AI is no longer a side project. JPMorgan moved AI off the R&D budget in 2026, treating it as core infrastructure alongside cybersecurity. Anthropic, Microsoft, and Salesforce are all reporting enterprise contracts worth hundreds of millions annually. The gap between companies capturing AI gains and those falling behind is widening: PwC found the top 20% of adopters capture 74% of all AI productivity gains.

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