And to factor in other infrastructure costs that's become more expensive too, such as hosting or hardware.
So unless you can isolate AI spending from others that's not going to be convincing.
...hence why I qualified the statement like I did. I'm well aware one example from one company in a budgetary line item that's inclusive of labor and licensing and hardware and purchases and AI is not going to be remotely conclusive on its face.
Yet even taking into account all of that data, a $300m jump in three years must include some significant and growing amount of AI spend; everything else would've contracted (licensing, hardware) stagnated (cloud consumption), or been a singular event (CAPEX purchases) relative to the company's health and headcount.
Yet even taking into account all of that data, a $300m jump in three years must include some significant and growing amount of AI spend; everything else would've contracted (licensing, hardware) stagnated (cloud consumption), or been a singular event (CAPEX purchases) relative to the company's health and headcount.