For the first time, enterprise technology costs roughly the same as people and CFOs are starting to openly make that comparison. Annual AI budgets are getting exhausted in weeks, and the next incremental dollar inside major companies is increasingly going to AI spend instead of a new hire.
CNBC’s Deirdre Bosa talks with two CEOs at the center of that trade:
» Arvind Jain, CEO of Glean, which just hit $300 million in annual recurring revenue, on what the AI cost reckoning looks like from inside their Fortune 500 customers.
» Matan Grinberg, CEO of Factory AI, on how companies are starting to route work across multiple AI models to control costs, and what it signals about the labor and capital decisions reshaping corporate budgets.
Anchor and columnist: Deirdre Bosa
Produced by: Jasmine Wu
Editing by: Erin Black
Technical Associate: Sami Savona
Senior Director of Video: Jeniece Pettitt
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Tokens Or Humans? The New AI Cost Trade-Off Reshaping Corporate Budgets
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