CFOs Set to Raise AI Budgets 50%-Plus as Oracle Slides and Startups Close In
Nearly a quarter of CFOs plan to increase AI spending by more than 50%, reshaping competition between incumbents BlackLine, OneStream, and Oracle and AI-native startups like Numero AI. Oracle's year-to-date stock decline signals investor skepticism about legacy vendors' ability to keep pace. AI-native entrants are moving from concept to acquisition in months, compressing the window for incumbents to respond.
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