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tz-plus logo RIP SaaSpocalypse: Why AI is now Boosting Cloud and Cyber Stocks!

L. Kulikov
Reading Time: 3 minutes

Not long ago, there was fear on Wall Street that artificial intelligence could render the traditional software industry, along with its lucrative subscription models, obsolete. This summer's earnings season – in the midst of US President Donald Trump's second term – has dispelled that concern. AI is proving to be not a grave digger but the strongest growth driver in years. The global cloud market, valued at around $1.295 trillion in 2025, is expected to grow to approximately $2.281 trillion by 2030. Three sectors emerge as winners. The data...

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