KEY POINTS
  • Co-CEOs of Workday, Aneel Bhusri and Carl Eschenbach, told CNBC's Jim Cramer that artificial intelligence is worth a sizeable investment
  • "I think AI is as important and maybe as disruptive as the cloud was," Bhusri said.

Co-CEOs of Workday, Aneel Bhusri and Carl Eschenbach, told CNBC's Jim Cramer artificial intelligence is worth a hefty upfront cost.

"I think AI is as important and maybe as disruptive as the cloud was," Bhusri said. "Different than the cloud, these large language models that AI are based on, they require massive amounts of compute to build the models and train the models. And so there's an upfront cost that we all just have to recognize.