It's an AI boom, not a bubble..., but is that true at Microsoft?

"For all the fears of over-investment, AI is spreading across enterprises at a pace with no precedent in modern software history. Our latest market data shows broad adoption, real revenue, and productivity gains at scale, signaling a boom versus a bubble."

"AI spending in 2025 was $13.8 billion - more than six times the $2.3 billion spent on it in 2023. The report calls that a clear signal that enterprises are shifting from experimentation to execution, embedding AI at the core of their business strategies."

"AI in enterprises is increasingly distributed across departmental solutions in coding, sales, customer support, HR, and verticals from healthcare and legal to the creator economy."

Despite reports suggesting an AI bubble with low enterprise impact, recent evidence indicates generative AI is experiencing genuine boom conditions. Enterprise AI spending reached $13.8 billion in 2025, more than six times the $2.3 billion spent in 2023. This growth reflects a fundamental shift from experimental pilots to strategic execution, with 72% of decision-makers expecting broader adoption. AI deployment has evolved beyond initial chatbot implementations to encompass distributed departmental solutions across coding, sales, customer support, HR, and vertical industries including healthcare and legal. This expansion demonstrates enterprises are embedding AI at the core of business strategies rather than treating it as a temporary trend.

Read at Computerworld