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BCG: Companies to Double AI Spend in 2026 as CEOs Take the Helm

Surveyed leaders expect AI agents to deliver measurable returns in 2026.

Overview

  • Companies plan to raise AI spending to roughly 1.7% of revenues in 2026, more than twice 2025 levels.
  • 94% of respondents intend to keep investing even without immediate returns.
  • 72% of CEOs now lead AI decisions, with half saying their job security depends on AI success.
  • About 90% expect AI agents to yield measurable ROI this year, and over 30% of budgets are directed to agentic AI.
  • Trailblazers prioritize talent, allocating about 60% of AI budgets to upskilling, as confidence skews higher in Greater China, Japan, India and the Middle East than in the UK, US and Europe.