AI Token Spend Soars, Revenue Stagnates: The New ROI Crisis
In H1 2026 SaaS firms multiplied their AI token spend fivefold, but most cannot trace any revenue boost, sparking a broad‑scale ROI crisis. The squeeze forces boardrooms to demand measurable returns and threatens future AI budgeting across B2B companies. The episode coincides with Anthropic lobbying to block Chinese open‑source models and Microsoft logging its worst month since 2000.