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AI Investment to Double: CEOs Conflicted Yet Confident

3/13/2026

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Summary

Story summary

A KPMG US survey finds a disconnect among CEOs on AI investments, with 25% seeing a bubble and 80% planning to increase spending.
CEOs report 83% confidence in growth, while 55% trust the US economy’s prospects.
Boston Consulting Group finds 94% of CEOs will maintain or boost AI spending in 2026.
AI investment is set to rise from $37 billion in 2025 to $74 billion in 2026, reflecting its priority.

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Story summary

A KPMG US survey finds a disconnect among CEOs on AI investments, with 25% seeing a bubble and 80% planning to increase spending.
CEOs report 83% confidence in growth, while 55% trust the US economy’s prospects.
Boston Consulting Group finds 94% of CEOs will maintain or boost AI spending in 2026.
AI investment is set to rise from $37 billion in 2025 to $74 billion in 2026, reflecting its priority.