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AI Executives Confirm Strong Demand This Week Despite Enterprise Shift to 'Valuemaxxing'

AI Industry News

2026-07-12 05:13:47

INTC-2.40%

According to CNBC interviews this week, multiple AI and semiconductor executives stated that demand for artificial intelligence remains robust, even as enterprises move away from indiscriminate spending toward return on investment. Pat Gelsinger, former Intel CEO and now general partner at Playground Global, said AI demand is "almost unlimited," with energy availability being "the only real limiter." Marc Boroditsky, chief revenue officer at data center builder Nebius, reported that demand "far exceeds" their ability to fulfill orders. Andrew Feldman, CEO of chip startup Cerebras, noted that across the industry, "demand for compute far outstrips available capacity." The executives attributed the shift in enterprise behavior to what is termed "valuemaxxing"—a focus on justifying AI spending through measurable results—replacing earlier "tokenmaxxing" practices where companies encouraged unlimited AI tool usage regardless of outcomes.

Disclaimer: The information on this page may come from third-party sources and is for reference only. It does not represent the views or opinions of Gate and does not constitute any financial, investment, or legal advice. Virtual asset trading involves high risk. Please do not rely solely on the information on this page when making decisions. For details, see the Disclaimer.

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