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  "documentTitle": "Widening AI Value Gap 2025",
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      "text": "Future-built companies that moved early enjoy outsized benefits across financial and operational fronts, and this performance gap is widening.",
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      "text": "The goal of AI, of course, is to create business value. Such value has been elusive until recently, leading to skepticism among executives about the importance of the technology to their companies and among investors about whether the immense investments being made in AI (more than $250 billion in 2024 alone, according to Stanford University) will pay off by driving higher corporate usage. But our research indicates that for the best companies, value is achievable and substantial. Future-built companies already generate 1.7 times more revenue growth and 1.6 times higher EBIT margins than the 60% of companies in the categories we term stagnating or emerging. The AI portfolio of initiatives at one large multiformat retailer has produced cost, margin, and revenue impacts of hundreds of millions of dollars over the past five years, adding more than 10% to the company EBITDA today. A company executive told us, “The investor community sees this, as we do, as a strategically important driver of value.”",
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      "text": "AI-driven value accrues over time, creating a compounding effect. (See Exhibit 2.) Future-built companies that moved early enjoy outsized benefits across financial and operational fronts, and this performance gap is widening. Future-built firms plan to spend 26% more on IT (representing almost a full percentage point of revenue) and dedicate up to 64% more of their IT budget to AI in 2025. As a result of this investment, they expect twice the revenue increase and 1.4 times greater cost reductions than laggards in the areas where they apply AI. This creates a cycle that is virtuous for some and vicious for others. In the latter camp are companies that started to experiment but struggled to scale and generate value (the 46% we call emerging) and stagnating companies that have taken little or no action (the remaining 14%). We refer to all of these companies collectively as laggards; about a third admit that they have made no progress. (See “AI Definitions” in the appendix.) As future-built companies reinvest their AI returns in stronger people and additional tech capabilities, they accelerate value creation. Laggards, which lack foundational capabilities and generate almost no value, risk being locked into a vicious cycle of losing ground.",
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      "text": "AI Value Generators Are Pulling Away",
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      "text": "The Expanding Value Gap",
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