This new research challenges nearly every big AI narrative of 2026
A recent RBC survey indicates that enterprise AI spending is increasing and OpenAI remains a top choice for chief information officers. The findings contradict common narratives regarding a SaaSpocalypse or token panic. Other reports highlight a struggle for companies to establish benchmarks for measuring AI returns.
What changed
New research from RBC Capital Markets contradicts prevailing 2026 AI market narratives.
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RBC Survey Challenges 2026 AI Narratives
confidence 80%A recent RBC survey indicates that enterprise AI spending is increasing and OpenAI remains a top choice for chief information officers. The findings contradict common narratives regarding a SaaSpocalypse or token panic. Other reports highlight a struggle for companies to establish benchmarks for measuring AI returns.
What's confirmed:
- Enterprise AI spending is rising, with OpenAI leading among chief information officers.
- RBC research found no evidence of a SaaSpocalypse or AI token panic.
Still unconfirmed:
- METR benchmarks were used to analyze the AI market panic.