Business and Strategy

2 articles

Jul 14, 2026

SoftBank's $5 Trillion AI Forecast Turns the Bubble Debate Into a Financing Problem

SoftBank\u2019s prediction that AI will require $5 trillion a year by 2040 reframes the bubble debate: the question is no longer whether the market is overheated, but who can finance the buildout.

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IBM's AI Budget Warning Shows Enterprises Are Cutting the Wrong Check Twice

Business and Strategy

Jul 14, 2026

IBM's AI Budget Warning Shows Enterprises Are Cutting the Wrong Check Twice

IBM\u2019s warning that AI is squeezing software budgets captures a new enterprise reality: companies are paying for AI twice, once in new tools and again in the systems they have to replace.

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