Cognizant CEO: $500B AI Spend Lacks Enterprise Value

• AI infrastructure spending reached $500 billion in 2025, but measurable enterprise value is still lacking, according to Cognizant CEO Ravi Kumar S.
• Kumar highlights a significant gap between rapid AI infrastructure buildout and slow enterprise adoption.
• He predicts meaningful productivity gains from AI will take 10-20 years, akin to the internet's long-term impact.
• Cognizant positions itself as an "AI builder on the bridge," helping translate AI infrastructure into business applications.
• The industry needs to accelerate real-world AI adoption to justify the massive investments made.

Why It Matters: Massive AI spending isn't delivering business value, highlighting a critical adoption gap.