"The sentiment about deploying AI is most certainly accelerating. Though a full quarter of the 100 execs polled said they believe we're in the midst of an AI spending bubble, an overwhelming 80 percent said they plan on pouring money into the tech anyway."
"In all, a whopping 94 percent of CEOs said they'll continue investing in AI at similar or higher levels this year compared to 2025 - even if the investments fail to pay off. In sum, the average company surveyed by BCG planned to double their spending on AI in 2026, up from the $37 billion spent on AI in 2025."
"Despite economic uncertainty, this anticipated surge in spending reflects how much of a priority AI has become in the business world. Troublingly, a larger share of Western executives surveyed cited pressure or fears of falling behind than their counterparts in other areas of the world."
A KPMG survey of 100 executives reveals a paradox: 25% believe an AI spending bubble exists, yet 80% plan to increase AI investments. A separate Boston Consulting Group survey of 2,360 executives across nine industries found 94% will maintain or increase AI spending in 2026 compared to 2025. Companies plan to double AI spending in 2026 from the $37 billion spent in 2025. CEOs show greater confidence in their individual companies (83%) than the broader US economy (55%). Western executives cite more pressure to avoid falling behind competitors. Despite economic uncertainty and potential investment failures, AI remains a top business priority, with spending continuing until revenue improves or the market corrects.
#ai-investment-bubble #executive-spending-trends #corporate-ai-strategy #economic-uncertainty #competitive-pressure
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