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Fortune
Fortune
Jeremy Kahn

At Davos, AI hype gives way to focus on ROI

Davos United States Donald Trump Salesforce Snowflake Sridhar Ramaswamy Eye on AI Microsoft Siemens
Image of various nation's flags over the World Economic Forum sign in Davos. (Credit: Fabrice COFFRINI, AFP via Getty Images)

Hello and welcome to Eye on AI. In this edition….a dispatch from Davos…OpenAI ‘on track’ for device launch in 2026…Anthropic CEO on China chip sales…and is Claude Code Anthropic’s ChatGPT moment?

Hi. I’m in Davos, Switzerland, this week for the World Economic Forum. Tomorrow’s visit of U.S. President Donald Trump is dominating conversations here. But when people aren’t talking about Trump and his imposition of tariffs on European allies that oppose his attempt to wrest control of  Greenland from Denmark, they are talking a lot about AI.

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