https://vid.freedif.org/videos/watch/dcdfd50c-62e9-4ff9-a740-893547fc2487 For the first time, enterprise technology costs roughly the same as people and CFOs are starting to openly make that comparison. Annual AI budgets are getting exhausted in weeks, and the next incremental dollar inside major companies is increasingly going to AI spend instead of a new hire. CNBC's Deirdre Bosa talks with two CEOs at the center of that trade: » Arvind Jain, CEO of Glean, which just hit $300 million in annual recurring revenue, on what the AI cost reckoning looks like from inside their Fortune 500 customers. » Matan Grinberg, CEO of Factory AI, on how companies are starting to route work across multiple AI models to control costs, and what it signals about the labor and capital decisions reshaping corporate budgets. Anchor and columnist: Deirdre Bosa Produced by: Jasmine Wu Editing by: Erin Black Technical Associate: Sami Savona Senior Director of Video: Jeniece Pettitt » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision About CNBC: From 'Wall Street' to 'Main Street' to award winning original documentaries and Reality TV series, CNBC has you covered. Experience special sneak peeks of your favorite shows, exclusive video and more. Want to get ahead at work? Then you need to learn how to make effective small talk. In CNBC’s new online course, How To Talk To People At Work, expert instructors teach you how to use everyday conversation to gain visibility, build meaningful relationships and advance your career. Sign up now: https://cnb.cx/4sGlSkh Connect with CNBC News Online Get the latest news: https://www.cnbc.com/ Follow CNBC on LinkedIn: https://cnb.cx/LinkedInCNBC Follow CNBC News on Instagram: https://cnb.cx/InstagramCNBC Follow CNBC News on Facebook: https://cnb.cx/LikeCNBC Follow CNBC on Threads: https://cnb.cx/threads Follow CNBC News on X: https://cnb.cx/FollowCNBC Follow CNBC on WhatsApp: https://cnb.cx/WhatsAppCNBC #CNBC Tokens Or Humans? The New AI Cost Trade-Off Reshaping Corporate Budgets Fri, 29 May 2026 23:16:16 GMT https://validator.w3.org/feed/docs/rss2.html PeerTube - https://vid.freedif.org https://vid.freedif.org/client/assets/images/icons/icon-1500x1500.png https://vid.freedif.org/videos/watch/dcdfd50c-62e9-4ff9-a740-893547fc2487 All rights reserved, unless otherwise specified in the terms specified at https://vid.freedif.org/about and potential licenses granted by each content's rightholder.