On theCUBE Pod: The memory bottleneck, AI stays frothy and the year of ROI reckoning
SiliconAngle AI
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Generative AI
The artificial intelligence spending frenzy has reached such a point that a company without an actual product can raise a billion dollars - but investors are seeking a return on their investment this year. TheCUBE’s experts believe that 2026 is the year of enterprise ROI. OpenAI Group PBC just reached a $850B dollar valuation, and