Who Owns the Return?
Hyperscaler spending rose 77% while 57% of enterprises still show no return. The Sextant on the layer, the unit, and the owner that decide whether AI pays back.
· Jul 29, 2026
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Hyperscaler spending rose 77% while 57% of enterprises still show no return. The Sextant on the layer, the unit, and the owner that decide whether AI pays back.
· Jul 29, 2026
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