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For a long time, the AI trade felt pretty simple: more AI = more GPUs, more servers, more data centers.
But I think we’re starting to enter a different phase.
The infrastructure buildout is still huge, but now I’m paying much more attention to the software layer. Companies have spent billions building AI capacity the next question is whether software businesses can actually turn that computing power into products people are willing to pay for.
Salesforce is already seeing strong growth from its AI products, while Workday says AI agents are contributing meaningfully to new business. That’s interesting to me because it suggests AI monetization may finally be spreading further downstream.
Personally, I don’t think this means the chip story is finished at all. Nvidia and AI infrastructure are still important. But the next winners might not only be the companies building AI they could also be the companies that figure out how to sell AI effectively.
#AIShiftsToSoftware $BTC
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