FundaAI says enterprise AI budgets are still rising, but paths diverge in late 2026 and 2027

FundaAI said in a report on enterprise AI applications that corporate AI budgets are still expanding, though the spending path starts to split in the second half of 2026 and into 2027. The report pointed to different guidance from a large U.S. telecom operator and a large European automaker, showing that growth is not moving at the same pace across industries. It also said incremental spending is shifting away from paid seats and toward API and token consumption, as well as production workflows. In the examples cited, the telecom operator’s mix moved from roughly 50% subscriptions and 50% API to 40%/60%, with a possible move to 35%/65%, while a mid-to-large biopharma company adjusted from 80%/20% to about 70%/30%. FundaAI also said open-source adoption remains uneven: usage in active scenarios can reach 30%–40%, but spending share is lower because pricing is cheaper. The report added that engineering capacity, process redesign, governance, and data readiness are becoming tighter constraints than capital.