VCs Predict Enterprise AI Spending Surge in 2026 as Companies Ditch Experimental Tools for Proven Solutions

Dec 30, 2025
TechCrunch
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Summary

Venture capitalists predict enterprises will dramatically increase AI spending in 2026 while consolidating around fewer proven vendors, ending the current experimentation phase and threatening startups with easily replicated products as companies prioritize measurable results and safety oversight systems.

Key Points

  • Venture capitalists surveyed predict enterprises will increase AI budgets in 2026 but consolidate spending among fewer vendors as the experimentation phase ends
  • Enterprise companies are moving from testing multiple AI tools to selecting proven solutions that deliver measurable results and focusing on AI safety and oversight systems
  • The consolidation trend threatens AI startups with easily replicated products while benefiting companies with proprietary data or vertical solutions that tech giants cannot easily duplicate

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