The AI pricing squeeze
Hardware, licenses, and AI add-ons are climbing at once, and enterprises can't trace where the money goes. The story of the year's procurement mood, update by update.
- 01Tech prices are at an all-time high. Some of it is tariffs, some is strategy, and some is simply because they can.
- 02KPMG put a number on the discomfort: 42% of enterprises scaling AI can't trace the spend to outcomes.
- 03The squeeze is reaching devices: Meta moved an on-device glasses feature behind a monthly subscription, and buyers are re-reading their agreements.
- 04Where it goes next: renewal season. CIOs are starting to demand the AI component itemized.
The Meta precedent
A capability that shipped with the hardware moves behind a monthly charge. Existing customers with the feature in contract keep it; new buyers pay monthly.
read the story →The 42% problem
KPMG's pulse survey lands: the scaling phase has arrived before the accounting has.
read the story →Thread opened
Three pricing stories in one week made this a saga, not a coincidence. We'll keep it stitched here.
Why Are Tech Prices at an All Time High?
Tech prices are rising. Learn why AI chip demand is driving up costs and what IT leaders should do to protect their procurement budgets.
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