IBM CEO: rationing AI is a slow way to lose

From the source

This year, for the first time, the world will spend more money running AI systems than training them. Training them was a capital bet placed by a handful of companies. Running them is an operating expense, and it lands on everyone’s P&L, every day, for as long as the system is in use. The question for business leaders is no longer whether AI works. It is whether they can afford to run it at scale. The response so far has been rationing. Pilots cost so little that nobody tracked them. Production costs real money. So, companies are capping tokens, putting spending meters on screens and reserving the most capable models for an approved few. I understand the instinct. I have long argued that the discipline is in picking three or four focused AI projects and funding them properly so they can scale, rather than running a hundred disparate experiments. But that is a decision about where to spend. Rationing is a decision to underfund what you have already chosen. Rationing the most…

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