AI spending in 2026: Why investment is compounding, not just cyclical

As 2026 begins, AI investment debates rise; real revenue growth signals pivotal changes for tech adoption and future trends.

As we kick off 2026, the debate around AI spending is heating up. Skeptics warn of cyclical hype, but new evidence suggests that AI investment is delivering real revenue and gaining traction across enterprises. Brad Gastwirth from Circular Technologies breaks down why this year could be pivotal for AI adoption.

We dive into how AI spending today compares to previous tech booms, the impact of circular funding models, and why enterprise and sovereign demand are driving durable growth. Brad explains the compounding effect of AI investment and what it means for future technological development.

Finally, we explore the race toward AGI and ASI and the broader implications for the tech landscape. From skeptics to believers, understanding these trends is key for investors, businesses, and tech enthusiasts alike.

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