"A powerful new technology that helps companies grow faster with fewer employees. This is part of the promise of AI, and it's been catnip to executives. What could go wrong? Corporations have jumped on the generative AI bandwagon in droves over the past couple of years, adding a huge extra dose of demand beyond consumer usage. Now, this enterprise trend may be showing early signs of slowing down."
"In a recent note to investors, RBC Capital Markets analysts signaled a potential pause in enterprise adoption of AI, even as Big Tech continues to report strong AI-driven results. RBC analysts, led by Rishi Jaluria, wrote that the incredibly strong AI demand cited by Microsoft, Amazon, Meta, Oracle, and Google largely reflects spending on model training, deployment, and AI-native firms - not a broad-based surge across traditional enterprises."
"They pointed to new data from Ramp's Fall 2025 Business Spending Report, showing the share of US businesses paying for AI services slipped slightly, from 44.5% in August to 43.8% in September. That change may seem modest, but it marks the first measurable pullback since enterprise AI adoption began accelerating in 2023, according to Ramp data they shared via this chart."
Big Tech reports strong AI-driven results that largely reflect spending on model training, deployment, and AI-native firms rather than broad-based enterprise adoption. Ramp's Fall 2025 Business Spending Report shows US businesses paying for AI services slipped from 44.5% in August to 43.8% in September, marking the first measurable pullback since adoption accelerated in 2023. Potential causes include a productivity paradox where coordination across workflows is lacking, pilot fatigue and privacy concerns causing paused trials, and a shortage of transformative killer apps beyond coding, customer service, and marketing. The slowdown suggests enterprise adoption may be maturing rather than exploding.
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