AI solution providers and infrastructure providers committed to spend $1T on AI-related capex over the next few years, in anticipation of high demand for and heavy use of generative AI enterprise solutions. A few years ago, similar scale investments were committed by the automotive industry toward the development and deployment of battery electric (BEV) and other new energy vehicles (NEV) anticipating strong consumer demand. However, today as a result of slower-than-expected demand, automakers are reducing their investment commitments and run the risk of ending with unused manufacturing capacity. What return on investment (ROI) does an enterprise need from each generative AI solution it deploys so that it can cross the generative AI chasm and for the huge investments in software, data, and infrastructure that have been committed to be justified?
