المنشور

#AIShiftsToSoftware AI hardware proved companies are willing to spend. Software now has to prove they're willing to pay. Strong results from CrowdStrike, Salesforce and Okta suggest monetization may finally be moving beyond GPUs and data centers into recurring software revenue. That's important because infrastructure built the AI boom, but applications need to create the returns. If ARR, margins and FCF keep improving, the next AI winners may be the companies monetizing compute, not selling it