AI Killing Software? Analyst Says ‘I Don’t See a Software Apocalypse’
Hyperscale AI spending is turning into real revenue. Dan Ives weighs in on MSFT, NVDA, and why software fears are overdone.
Some people worry that AI will make software companies less important, but experts think that's not happening—instead, AI is actually making money for big tech companies like Microsoft and Nvidia. When you see tech stocks, watch if companies are making real profits from AI tools, which shows the worry might be wrong.
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