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• 4 min read
• Published on 26 February 2026
Published on 12 September 2026
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Published on 12 September 2026
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Published on 12 September 2026
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Published on 11 September 2026
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Published on 11 September 2026
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It seems the party might finally be over for the software crowd. For months, you couldn’t move for companies slapping an "AI-powered" sticker on their products and watching their valuations soar. Then Salesforce, a titan of the industry, released its earnings, and the whole house of cards began to wobble. To me, it wasn’t a disaster, but it was something far more important, a dose of reality. Investors, it turns out, have stopped believing in fairy tales. They want to see how this supposed AI magic actually translates into cold, hard cash. What a novel idea.
This new-found scepticism has sent a shockwave through the sector. Suddenly, simply talking about artificial intelligence is no longer enough. Companies are now under immense pressure to prove their AI is more than just clever marketing. They have to rebuild, re-tool, and rethink everything. And where does that leave a savvy investor? Well, you could try to pick the winners in the great AI application race, or you could do something much smarter. You could invest in the people selling the shovels. During a gold rush, it’s the toolmakers who enjoy the steadiest profits.
The real opportunity, I think, lies with the companies providing the essential infrastructure that makes this entire AI pivot possible. We are talking about the firms that manage colossal data sets, provide the specialised cloud computing power, and build the development platforms that everyone else relies on. These businesses are not as glamorous as a company flogging a new chatbot, I grant you, but their services have become utterly indispensable. As the software industry scrambles for AI credibility, demand for these foundational tools is only going to grow. It is a fundamental, non-negotiable need. If you are interested in a deeper look, you can find a comprehensive AI Infrastructure Stocks (Software Enablers) Analysis that breaks down the key players. This shift represents a move away from speculative hype and towards the tangible, revenue-generating engines of the AI revolution.
View the full Basket:AI Infrastructure Stocks (Software Enablers) Analysis
View the full Basket:AI Infrastructure Stocks (Software Enablers) Analysis
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Published on 12 September 2026
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Published on 12 September 2026
Read article
Published on 12 September 2026
Read article
Published on 11 September 2026
Read article
Published on 11 September 2026
Read article