Cloud Capital
Upcoming

The Economics of AI: What CFOs Must Know for 2027

This session with Ben Murray (The SaaS CFO) breaks down new research from the The Cost of Compute: AI Edition.

October 6, 2026 1:30 PM
ET
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Speakers

Ed Barrow
CEO
Cloud Capital
Ben Murray
Founder
The SaaS CFO

As CFOs start planning for 2027, understanding how AI costs scale with products, customers and usage is becoming increasingly important for forecasting, pricing and gross margin.

Cloud Capital’s newly published The Cost of Compute: AI Edition surveyed 100 CFOs and senior finance leaders at growth-stage software companies to understand what is actually happening to AI infrastructure costs and the P&L.

In this session, Ben Murray, The SaaS CFO, and Cloud Capital will unpack the findings, from forecast overruns and explosive infrastructure spend to gross margin pressure.

The conversation will move beyond the visible cost of tokens to look at the full economics underneath AI products: compute, data and storage, customer usage, architecture, forecasting, and pricing.

What You'll Learn

  • Why AI forecasts keep breaking: 96% of CFOs had at least one AI cost category exceed forecast in the past year.
  • Why tokens are only part of the story: compute and data storage exceeded forecasts more frequently than API and token costs.
  • The pricing challenge: why understanding what AI actually costs to deliver is becoming fundamental to pricing it profitably.
  • What leading companies are doing differently: stronger cost attribution, more frequent forecasting and closer Finance and Engineering ownership of AI economics.

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