On theCUBE Pod: The Memory Bottleneck, AI Stays Frothy And The Year Of ROI Reckoning
siliconANGLE, Monday, February 23rd, 2026
The artificial intelligence spending frenzy has reached such a point that a company without an actual product can raise a billion dollars - but investors are seeking a return on their investment this year.
TheCUBE's experts believe that 2026 is the year of enterprise ROI. OpenAI Group PBC just reached a $850 billion dollar valuation, and World Labs Inc. raised a billion dollars for its physical AI models. Funding rounds this large put pressure on the investors and AI companies to return value.