$500 billion AI infrastructure spent in 2025, but enterprise value still missing: Cognizant CEO Ravi Kumar S

AI may have dominated boardroom conversations in 2025, but the massive capital infusion into compute, GPUs, and large language model (LLM) infrastructure has not yet yielded the measurable business outcomes enterprises expected, according to Cognizant CEO Ravi Kumar S.

The gap between investment and value creation, he says, remains the biggest challenge as the industry steps into 2026.

“If you have to get value out of this kind of spend, enterprises should be generating trillions of dollars in business value. The infrastructure players themselves…