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Salesforce CEO Challenges Big Tech's AI Investment Strategies
2025-02-27

In a bold move, the leader of one of the world's leading customer relationship management (CRM) platforms has voiced skepticism about the massive financial commitments made by major technology firms in artificial intelligence. Marc Benioff, CEO of Salesforce, expressed doubts regarding the efficacy and returns on investment of large-scale AI projects by companies like Microsoft. He emphasized that Salesforce is adopting a more strategic approach to integrating AI into its existing products rather than embarking on costly infrastructure projects.

Benioff highlighted that Salesforce prioritizes enhancing its current offerings with intelligent technologies, leveraging external infrastructures to fuel what he calls the "digital labor revolution." This strategy contrasts sharply with competitors who are pouring billions into building expansive data centers and other resource-intensive initiatives. Amazon, for instance, plans to invest over $100 billion this year, primarily in expanding cloud services and scaling AI capabilities. Similarly, Microsoft intends to allocate $80 billion towards AI-related developments in 2025.

The CEO’s comments reflect a broader debate within the tech industry about the most effective ways to harness AI's potential. By focusing on practical applications and partnerships, Salesforce aims to lead in providing digital labor solutions. Benioff also questioned the practicality and success of Microsoft's AI-driven workplace tools, urging for a balanced integration of human and machine efforts. This stance underscores the importance of thoughtful investment and innovation in achieving sustainable growth and customer satisfaction in an increasingly competitive market.

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