When old is new again - how Context Engineering could be the key to narrowing the gap between AI capabilities and production value

Uber’s run through its annual token budget in four months, Walmart’s capping use, and Sam Altman knows people are complaining about the problem of AI overspend, but doesn’t really get why it’s suddenly a big deal.

Those are just a few of the public manifestations we’ve seen in recent weeks of a growing enterprise awareness that a ‘fill your boots’ attitude towards AI token use isn’t viable at a time when many organizations are openly questioning the value and ROI derived from their AI investments to date. (And yes, here it is still compulsory in 2026 to nod to MIT’s survey on the lack of ROI reported by enterprises at present.)

Against that backdrop, I was interested to hear the deep dive into the topic taken by Ravi Kumar, CEO of Indian services giant Cognizant. While other Big Tech vendors, most notably NVIDIA, have shrugged off the issue,...

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