AI marketing ROI
Vanaxity insights tagged AI marketing ROI - notes on AI content, SEO, GEO and AEO from Van Data Team.
AI Bubble or Boom? What TSMC's Record Quarter Means
TSMC reported record third-quarter 2026 results on October 15: revenue of NT$1.49 trillion, or $46.72 billion, up 50.9% in local currency, and net income up 68.7%, driven by demand for chips used in AI. A day earlier, Gartner warned that more than $3.5 trillion of planned AI infrastructure spending could be exposed to impairment by 2030 if AI revenue doesn't catch up. Both can be true: the companies selling chips are making record profits now, while the companies buying them still have to prove the returns. For marketers, that means AI tools will keep improving, but vendor consolidation is coming, so budgets should favor proven value and flexible contracts.
The AI Marketing ROI Gap: Adoption Up, Proof Missing
The AI marketing ROI gap is the distance between near-universal AI adoption and the small share of marketing leaders who can prove it returns anything, with surveys showing 90% of organizations raised AI marketing investment while only 16% feel confident defending it to the board and 12% can isolate AI's real revenue impact, so the problem isn't efficiency but proof, and closing it takes measurement discipline, controlled tests, and cost-per-outcome accounting rather than a more powerful tool.