Why Enterprise Software May Be AI’s Biggest Winner
Why AI may deepen enterprise software dominance rather than disrupt it entirely
For much of the past two years, financial markets have treated artificial intelligence as an infrastructure story. Semiconductor manufacturers, hyperscale cloud providers and large language model developers have captured the bulk of investor enthusiasm, while enterprise software companies have faced a more uncertain reception. Beneath that divergence lies a deeper anxiety: if AI systems can increasingly perform tasks autonomously, what role remains for traditional software vendors?
