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Enterprise AI Enters the Prove-It Phase as Budget Owners Tighten Grip

After a period of broad, cost-unconstrained AI deployment, enterprises are transitioning to rigorous ROI evaluation, forcing AI vendors to demonstrate measurable per-workflow value or face spending caps, contract renegotiations, and churn.

4 signals tracked

  1. Usage caps at Amazon, Walmart, Uber signal end of deploy-everything era

  2. Oracle capex miss and credit selectivity signal the free-pass era is ending

  3. TCI's $8B Microsoft exit and CoreWeave miss signal cycle inflection

  4. AWS posts best growth in 15 quarters; Amazon stock still falls