Source: https://www.businessinsider.com/enterprise-ai-spending-grows-openai-leads-rbc-reveals-2026-6
Business Insider covered a new RBC survey of 100+ CIOs and tech leaders. The interesting parts:
- nearly 90% said token budgets are manageable
- more than half reportedly have AI already in production
- another 35% expect to reach production within six months
- 100% are budgeting for AI / LLM projects
- OpenAI is far ahead in reported enterprise usage
- the expected "SaaSpocalypse" has not shown up yet
This seems very different from the online narrative that AI is mostly hype, pilots are failing, and companies are about to pull back.
My read: consumer AI discourse and enterprise AI adoption are now diverging. Public debate focuses on bad chatbots, slop, job fears, and model drama. Enterprises are quietly turning AI into a budget line, a workflow layer, and eventually a pricing model.
That does not mean there is no bubble. It means the bubble debate should probably move from "is anyone using this?" to "who captures the value, and does the ROI justify the capex?"
Question: are we underestimating enterprise AI adoption because the public-facing product experience still feels messy?
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