A few days ago David Vellante posted a summary in LinkedIn about a Breaking Analysis from theCUBE Research about the state of GenAI in the Enterprise.
It is a very interesting reading with lots of data points and reflections about the market behavior.
🎯 Data Points I found interesting
- Enterprise use cases are ChatGPT-like (not surprised).
- AI-monetization doesn't follow the hype (not surprised).
- Complex Use Cases, Longer ROIs and Paybacks, but higher upsides (not surprised)
- Investments in GPUs <10M will wait 1 year to be fulfilled.

