The major U.S. AI companies Anthropic and OpenAI are performing strongly, but doubts are mounting over whether companies adopting AI can turn it into profits. The gap between adoption track records and expectations in healthcare illustrates how caution is spreading among users.
U.S. AI giants Anthropic and OpenAI are attracting attention with strong business performance, and preparations for their initial public offerings (IPOs) are moving forward. While growth expectations remain high, companies responsible for implementing AI in the field are beginning to ask, “Will it generate profits?” There is a growing view that progress in adoption cannot be judged by its surface appearance alone.
The article identifies healthcare as a field where the gap between expectations for AI use and actual results is particularly wide. It introduces views that evaluations of the scale and effectiveness of AI projects in healthcare are divided, which could affect investment decisions.
Verifying the cost-effectiveness of corporate AI adoption is essential. From the users’ perspective, companies are increasingly taking stock and pushing back against superficial adoption and excessive expectations. The market is shifting from assessing the boom to questioning whether adoption is viable in practice.
These developments suggest that caution toward AI-related stocks is shifting from an assessment based solely on technological progress to one grounded in actual business results. Going forward, transparency around adoption track records and proof that AI can generate profits will be closely watched.