How Enterprise AI Budgets Are Getting Cut and Spending Still Grows

Episode 18 of AI Business with Fexingo looks at the paradox hitting enterprise AI in mid-2026: companies are slashing AI budgets even as total spending climbs. Lucas and Luna dig into a new data point from Gartner showing that 47% of enterprises now have a formal AI cost-reduction program, up from 12% a year ago. They explore why this is happening — from GPU over-provisioning to failed proof-of-concept projects — and how startups like Glean are turning budget-cutting into a selling point, crossing $300M in annual recurring revenue. The hosts also connect the trend to the market moves of AMD and Super Micro Computer, both rising as buyers shift from expensive training hardware to cheaper inference infrastructure. A sharp, numbers-driven conversation for anyone wondering why the AI hype seems to be cooling even as companies spend more. #EnterpriseAI #AIBudgets #Gartner #Glean #AMD #SuperMicroComputer #AIInference #AISpending #GPUCrunch #CostReduction #AIROI #BusinessPodcast #Business #Technology #FexingoBusiness #BusinessPodcast #AIModels #AIAdoption Keep every episode free: buymeacoffee.com/fexingo