enterprise AI spend
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Feb 19, 2026 by Rory O'Driscoll · across every show →
Everything said about enterprise AI spend, oldest first
Feb 19, 2026 neutral
O'Driscoll: Enterprise AI spending will surge for two years before retrenchment
“My gut would be people will overbet, overinvest, and you will have a retrenchment period, you know, two plus years from now, but I think right now you're just looking at two years where, you know, just as the hyperscaler said two years ago, we're going to do t…”